
Charlese Snyman
Consultant
Talent
White RiverMember since April 30, 2026
Data Analysis & VisualizationDashboard Development (Excel & IMB Cognos)Database Management & DigitizationComputer Literacy (MS Word, Excel, Outlook)CRM & In-house System OperationsOperational Efficiency & Workflow OptimizationPaper-to-Digital Process TransitionDocument Management & Categorization
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Data Analysis & VisualizationDashboard Development (Excel & IMB Cognos)Database Management & DigitizationComputer Literacy (MS Word, Excel, Outlook)CRM & In-house System Operations
Experience
Consultant for property bridging finance at Marlin Credit Services (2018-04 – 2025-03)
Marlin Credit Services is a registered credit/finance provider and operates in the personal finance and bridging finance environment with a customer contact centre.
- Presented product details to clients, enhancing their understanding of the product.
- Guided clients through assessment and approval processes effectively.
- Maintained consistent communication via calls, email, WhatsApp, and SMS
- Ensured client satisfaction and trust through timely updates.
- Attended to new client enquiries, logged enquiries on in-house system, and performed continuous follow-ups to ensure optimum approval of new enquiries.
- Prepared tailored quotes to meet specific client needs.
- Ensured regulatory compliance by verifying attorneys via the LPC and Property Practitioners via the PPRA.
- Mitigated financial risk by performing blacklist checks (BFASA) and verifying banking details against secure accredited databases (Windeed).
- Conducted fraud prevention analysis, identifying "red flags" such as non-professional communication, mismatched entity details, and irregular application patterns.
Data Capturer at Low Voltage Switchboards (2017-01 – 2017-08)
- Digitized legacy files to enhance data accessibility and long-term organization.
- Streamlined file management workflows by sorting, categorizing, and indexing scanned documents.
- Improved operational efficiency by transitioning manual, paper-based records into a secure digital environment.
- Reduced storage cost and retrieval times through systematic data organization.
Education
Matric/Grade 12 – High School Kempton (2010 – 2015)
Introduction to Data Analytics – Coursera (2025-09)
Excel Basics for Data Analysis – Coursera (2025-10)
Data Visualizations and Dashboards with Excel and Cognos – Coursera (2025-11)
Data Analysis and Visualization Foundations – Coursera (2025-11)
Skills
Consultant