Charlotte Ngobeni

Processes and validates refunds, ensuring that they have the necessary authorization by management and documentation, to enable the adjustment to be processed timeously and correctly to facilitate reduction in patient credits Validates patient credits and updates patient status' and information on the Lancet systems Attends to the filing of refund documentation ensuring it is readily retrievable for audit purposes

Banking Refunds Clerk at Lancet Laboratories (2024-10 – Present)

• Processes and validates refunds, ensuring that they have the necessary authorization by management and documentation, to enable the adjustment to be processed timeously and correctly to facilitate reduction in patient credits
• Validates patient credits and updates patient status' and information on the Lancet systems
• Attends to the filing of refund documentation ensuring it is readily retrievable for audit purposes
• Carry out adhoc duties and special projects as required by management

Junior Sales Consultant at ABSA (2023-05 – 2024-04)

• Opening transactional accounts customers, decreasing and increasing credit limits, applying overdrafts for customer, applying credit cards for customer
• Grow the Absa customer base through acquisition and increased customer profitability of the identified portfolio
• Gain new customers and increase port folios of current customers through proactive attraction, cross selling, retention and contributing towards the achievement of the branch's sales targets
• Ensure first call resolution, provide information to customers, respond to customer's requests, solving customer's problems

Finance Intern at Gauteng Enterprise Propeller (2022-06 – 2023-04)

• Bookkeeping, Processing payments for suppliers, rentals, SMMEs, director's salaries
• Processing invoices
• Processing financial statements, preparing the cash books
• Capturing of payments
• Administration, filing payments packs
• Asset Reconciliation, Asset verification, Bank Reconciliation
• Journal Entries, audit and compliance checking on the payment packs
• Preparing petty cash, debtors management report, filing of invoices
• Preparing the monthly payment report, VIP payroll, Petty Cash Reconciliation, cashbook reconciliation
• Preparation of monthly management accounts
• Assist in preparing creditors report and creditors reconciliation

Data Capturing and Admin Intern at Gauteng Department of Health (2022-01 – 2022-05)

• Retrieving and filing of patient's records
• Capturing of patient's data manually and electronically
• Data Reconciliation of the clinic's books
• Maintaining proper and correct patient information
• Data capturing of the tier system, dhis system and datcov system
• Administration duties, data valuation, auditing patient files
• Compiling and presenting reports
• Document management, handling of telephone enquiries

Advance diploma in financial management – University of Johannesburg (2021)

Diploma in accounting – University of Johannesburg (2018 – 2020)

National senior certificate – Pace commercial secondary school (2012 – 2016)