Moipone Mogale

I am a focused, result driven, self-motivated and enthusiastic Professional. I am eager to exercise the knowledge obtained from my experience and gain technical skills on challenging work environment while contributing to meet deadlines, and produce deliverables expected of me. I enjoy working with and being part of successful productive team, but also thrive in individual projects. More than capable of leading a team and thrive working in high pressure and challenging working environments.

Finance Clerk - GoBid - Head Office

(2024-03 - 2025-03)

• Creating and processing invoices / transections
• Entering data, verifying accuracy, attention to details
• Maintaining financial records and reconciling accounts
• Ensuring timely payments
• Communicating with clients or vendors regarding billing inquiries/ discrepancies and maintaining records of transaction for auditing purposes
• Review outstanding sales order and follow up with clients regarding outstanding funds (Unpaid)
• Update bank statement on teams for the team to allocate payments accordingly
• Investigating outstanding bank recon items, customer report and do corrections
• Create cancellations request
• Create sales invoices on fully paid sales orders
• Create receipts for paid invoices
• Create credit notes for sales cancellations
• Create refunds batches
• Call clients for outstanding documents
• Assist with customer queries (Emails/Phone calls)
• Monitor shared mailboxes
• Load bank details on FNB online banking for refunds
• Re-instate sales order
• Review and post AR receipt batches
• Adjustment batches for write off amounts
• Assist with branch investigations and load payments on FNB online banking
• Compile refunds requests
• Sage300
• Excel
• Auction Admin

Financial Advisor - Liberty Life

(2022-09 - 2024-02)

• Assist in setting up a financial needs analysis and determine areas where assistance is needed that are death, disability, retirement, etc
• Sell and advice financial insurance products over the phone and face to face
• Assisting client to make informed decisions
• Determine client's expenses, Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
• Providing strategic advice across a variety of financial product and service
• Providing guidance on towards profitable and secure financial decisions
• Help client to plan for short and long term goals, such as budgeting for education expenses and saving for retirement through investments
• Building and maintaining strong relationship with new and existing clients

Admin Clerk - Love Beauty Tomb Stones

(2021-02 - 2021-06)

• Handlin and maintaining all documentation related to orders, including processing invoices daily
• Managing supplier's relationship, including maintaining records, and deregistration
• Utilizing specialized tombstone order and workflow systems for record-keeping tracking orders managing service level agreements
• Reconciling accounts weekly / monthly to ensure accurate payment processes for client and suppliers
• Follow up on tombstones that have not installed, particularly when the installation period has lapsed
• Addressing and resolving complaints, handling debit/credit notes, and assisting with municipal fee processing on the system
• Accepted and processed cash, card and mobile payments to complete customer transactions
• Compiled financial data and drafted billing reports to identify past-due accounts and reconcile balances

Secretary to Attorney - Maribana Makgoka Incorporated Attorneys

(2015-02 - 2020-05)

• Litigation Management System
• Files preparations with Attorney concerned for the meeting purposes
• Preparing of Court Notices & Counsels Briefs
• Compilation & Submission of monthly reports to the clients
• Appointment of medical experts
• Capturing of both finalised, Active Files & allocation of new instructions
• Assisting at reception
• Welcoming clients notifying personnel of client's arrival, answering and forwarding phone calls, keeping the reception area tidy, distributing mail and faxes
• Answered inbound telephone calls promptly, directing clients, vendors and general queries to relevant teams
• Provided positive first impressions by maintaining immaculately reception areas and warmly greeting clients
• Maintained organised filing system documenting business operations

Call Centre Agent & Debt Collector - Eurowe

(2013-01 - 2013-09)

• Handle Income/Inbound and Outbound Calls
• Negotiating Payments with Debtors
• Loading Debit Orders on system
• Typing Settlement Quotes

Certificate of Higher Education - Diphetogo Adult Centre School

Certificate in Call Centre - Purpose Pursuers College