Lakeisha Jones

Withdrawals Savings Claims Clerk - MIBFA

(2024-08)

Processed end-to-end withdrawal and 2-POT claims in accordance with fund rules and pension legislation.
Performed accurate benefit calculations and ensured timely payment processing.
Contributed to clearing a backlog of over 30,000 2-POT applications upon the implementation of the 2-Pot system in September 2024. This was part of a structured team initiative, delivering high-quality outcomes within tight turnaround times.
Applied reconciliation skills to 2-POT claims by ensuring that savings pot totals were accurately accounted for where claims displayed funds were transferred in.

Withdrawals Claims Clerk - MIBFA

(2022-10 - 2024-07)

Assessed the end-to-end MIPF and EIPF lump sum withdrawals upon member's exit event.
Verified claim documentation to ensure compliance with Fund rules and identify discrepancies prior to approval.
Proficient in distinguishing between standard withdrawal claims and Section 14 transfers, ensuring claims were directed to the correct department for FSCA approval.
Strived to exceed daily target of 5 to checking by aiming to touch and resolve 15 claims and submit 4–7 claims to checking per day.
In 2024, assisted in processing a backlog of 3536 claims through effective workflow management.
Expertise in identifying valid member requests to have benefits transferred in accordance with Section 14(7) of the Pension Funds Act.

Queries Clerk - MIBFA

(2022-04 - 2022-09)

Cleared a backlog of approximately 205 EIPF queries and 1600 MIPF queries within 5 months, with the assistance of another queries clerk.
Handled escalated member queries and resolved discrepancies with expertise in client liaison, problem-solving, and analytical thinking.
Demonstrated strong problem-solving skills by coordinating with departments to resolve discrepancies, have unpaid benefits processed, and provide updates or feedback to members on the status of their funds.

Logging Clerk - MIBFA

(2021-07 - 2022-03)

Captured member information accurately, processing approximately 25–30 applications per day.
Categorised incoming documentation, distinguishing between withdrawal claims and transfer claims to ensure they were routed to the correct department immediately.
Organised over 1000 claims for manual retrieval, upon request from claim assessors and management.
Prepared incoming letters received from clerks and had them sent to post for delivery to members.

Administrative Clerk - Tshegofatso Solutions Pty Ltd

(2020-06 - 2021-06)

Provided administrative support including plant hire requisitions and client liaison, by drafting and managing quotes, invoices, and supplier communications.
Processed a maximum of 20 plant hire requisitions per week, achieving a 95% client satisfaction rate.

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