OLD MUTUAL FINANCE

Sales and Quality Support – 

• cold calling referrals and processing new loan applications.

• providing new and existing clients with financial education on how to manage debt and their financial needs.

• contacting clients regarding new financial products.

• hosting centre promotions to attract new clients and conducting sms marketing to potential prospects.

Collection Management - 

• analyzing the debit order report and liaison with collection

       department to be certain about which debtors paid.

• managing arrears by proposing payment terms to clients and how to best recover arrears and bring accounts up to date by drawing up PTPs, same-day strikes, split deductions on debit orders.

• conducting in-house legal handovers where necessary and getting clients to sign AOD that’s been long overdue.

Compliance and Audit -

• ensuring all client contracts are signed and initialed.

• ensuring that all documents submitted by the client are authentic and compliant with FAIS and FICA and that all information is screened for fraud.

• daily batching of contracts and supporting documents to be couriered to head office for record keeping.

Process Benefit Payments & Claims -

• ensuring 3rd party settlements are made as requested by client.

• processing of death claims, retrenchments claims, disability claims and refunds on behalf of clients.

HR Management -

• branch culture, branch leave management, disciplinary,

       weekly staff meetings, succession planning, staff training.

Monthly Reports -

• sales reports, leave history reports, alarm testing reports,

• disciplinary reports, training reports, claims reports, store promotions reports, asset control register, key holders’ register, report runner, settlements report, client register report.