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Charlese Snyman

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

Reviews