Receptionist/Admin Assistant at MMWentzel (Pty) Ltd (2022-03 – 2023-12)
- Greet & assist visitors in the reception.
- Scheduling meetings & appointments for the employer.
- Managing employer's diary.
- Assisting with travelling arrangements and accommodation for the employer.
- Offer & arrange refreshments for visitors on arrival.
- Arranging meetings & sending out notices, memos & agenda to staff members.
- Answer, screen & put through to the correct person.
- Small amount of typing & filing.
- Ordering Office supplies.
- Managing petty cash.
- Receive & sort received mails, deliveries, couriers etc.
- Regular checking & maintaining record of necessary office supplies.
- Debit check cancellations.
- Bank Statement Collection from clients.
- Preparing training tools and putting them in place.
- Doing performance review's of staff members.
Debt Review Removal Portfolio Manager at Unknown (2023-09 – 2025-02)
- Welcoming new clients and sending documents to be signed (chasing signatures for new files).
- Collecting documents from new clients e.g (3 months bank statement, payslip and ID Copy) for verifying the debit date.
- Capturing new clients on FinWise.
- Doing transfer request on DHS.
- Sending 17.1 Form to all the creditors on FinWise.
- Doing a follow up on 17.1 Form.
- Generating clearance certificates and updating status on DHS.
- Responding to customer's queries
- Collaborating with other departments
Debt Review Portfolio Manager at Unknown (2025-02 – 2025-10)
- Attending to general queries.
- Communicating with some of the clients on WhatsApp.
- Calling the creditor to get updated balances on the client's accounts.
- Investigating the reason of account termination (terminations).
- Sending emails to the creditors requesting for reinstatement of accounts.
- Sending out 17.2 application rejection to creditors & NCR for status update.
- Collecting outstanding fees from clients that wants to be transferred to another Debt Counselor.
- Accepting and declining transfer requests on DHS.
- Sending out 17.W form to creditors for debt review withdrawal monthly instalments.
