Wendell Davids
Loan administartor at SA Commercial- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
-
Afrikaans -
Topline Score
Bio
Credentials
-
Business Administration
-Sep, 2016- Oct, 2024 -
`Inseta
InsetaApr, 2009- Oct, 2024 -
Business Writing
-Feb, 2018- Oct, 2024
Experience
-
SA Commercial
-
South Africa
-
Outsourcing and Offshoring Consulting
-
100 - 200 Employee
-
Loan administartor
-
Dec 2018 - Present
• Accurately capturing client details from their personal documents (bank statements, ID and payslip)• Ensuring compliance of loan requirements are met.• Communicating with client via telephone for outstanding documents needed to process the loan application further.• Quality checking all documents before proceeding with the application.• Daily email communication with consultants to do follow up with their clients.• Weekly meetings with team leaders and consultants regarding quality checks and loan quote targets.• Monthly and weekly reports on disbursements and loan quotes.• Collecting and correcting client information telephonically if a consultant has left out vital information on the application.• Processing fees (expenses, bureau and credit life)• Performing loan modifications (client account settlement letters or paid up letters) or with client loan amount or immediate cash available.
-
-
Senior Client Service Representative
-
Apr 2018 - Present
• Email correspondence via Freshdesk (Ticket System) • Payment allocation proposals to client profiles • Data capturing through KYC application • Monthly KPI achievement • Maintain and manage customer relationships and expectations • Read, prioritize and respond to customer emails and phone calls • Support the payments team with payment investigations and allocations • Verify customer documentation and guide them through the on boarding process • Maintain the knowledge level required for assigned duties • Ensure that knowledge is shared amongst all team members to provide exceptional customer services • Consistently resolve customers’ issues on their first contact within the company • Adhere to all off-call duties at stipulated time and to be consistent in managing time. • Exposed to QA processes through supervision of team leaders. • Use your customer knowledge to help optimize customer engagement process and contribute to the product strategy.• Monitor transactions, investigate and report suspicious activity.• Overall, be the face of the business and create amazing customer experiences for our users.
-
-
Senior Quality Administrator
-
Aug 2010 - Apr 2018
•Design and built scorecard for clients and company on QA Aqua Opspro system•Training departments on how to use the QA Aqua Opspro system effectively for reports•Processing clients documents and send to our business client•Quality Assessment by Call Monitoring and setting parameters for Service Levels•Conducting one on one coaching sessions as well as integrated feedback after listening to live calls.•Calibration sessions with team leaders and consultants on quality standards for clients and the business•Weekly quality reports to team leaders and consultants•Increasing quality service delivery to our business clients and sales for consultants incentives•Providing feedback and coaching on compliance and QA audits to agent, TL's and different campaigns within the business•Addressing focus areas on quality and compliance and communicating this to the clients•Training of staff an any operational changes that takes place within the department (systems; standard operating procedures, scripting)•Identifying common trends and opportunities as well as training needs•Reports on: Error summary, Quality overview, Data Business insight, Tracking call recordings, Escalation QA reports, Team insight, Surveys, Trends, Client questions, MIS web forms, •Data capturing of web forms and applications ( loans and sales )•Compiling monthly reports on team's compliance and QA•Facilitation and training, which includes the induction of new starters, coaching and feedback on developmental areas•Administration tasks, which include reporting, registers, data cleaning and process flows•Maintaining and objective and effective assessment of performance systems•Control Sheets ( Excel )•Resending documents to varies clients•Auditing of completeness of work via the Administration system•Proactively manage productivity and efficiency•Measuring different admin processes within the business•Maintaining an objective and effective assessment of performance systems
-
-
-
-
Sales Consultant
-
Oct 2006 - Feb 2009
• Advised clients on investment & policies and how relevant these benefits can be to their lifestyle and budget needs• Generated leads/referrals for new business and meeting targets per week.• Pilot every new campaign and feedback to the team leader on a weekly bases on what process works• Keeping track of policy history to upsell to clients again should the need arise.
-
-
-
Tiger Brands
-
South Africa
-
Manufacturing
-
700 & Above Employee
-
Field Merchandiser
-
Dec 2003 - Jan 2005
• Attend five different stores where Tiger Brands products are stocked and managed• Liaising with different stores floor managers regarding Tiger Brand products• Supporting the sales representative in varies stores product management• Contributed to the quality of stock on shelfs and packing check• Increased brand awareness for specifically new chosen products• Liaise with floor managers regarding Tiger Brand products and damage goods• Stock taking and bar coding of varies brands and the position of it within stores• Ordering of stock and assessing what is essential for the specific stores.• Managing damaged goods and keeping findings on record• Following supply chain management policies• Purchase orders of perished goods and logging it• Traveling to different stores to assist sales representatives with products• See to maintenance queries of goods in stores and admin of products warehouses• Assist with customer service in store queries and warehouse perishables
-
-
Education
-
2020 - 2021
University of Cape Town
Digital Marketing, Digital Marketing -
2003 - 2005
IIE Rosebank College
No, Advertsing -
1995 - 2001
Great Brak River High School
Yes, Matric
Community
