Priscilla Meyer

Reconciling of files Reconciling of Salaries Reconciling of accounts

F&I - Auto Integrity Finance - Pretoria

(2015-03)

• Reconciling of files
• Reconciling of Salaries
• Reconciling of accounts
• Processing accounts, incoming and outgoing payments
• Charge expenses to accounts and cost centers
• Paying vendors and monitoring discounts opportunities
• Dealing with clients
• Providing ongoing support to staff
• Motivation of staff
• Maintain electronic and paper records
• Handle policy renewals
• Help policyholder with claims
• Applying for credit and arranging best possible finance terms for clients
• Agent for various financial institutions, BMW Financial Services, Wesbank, Nedbank and signing contracts with client on their behalf
• Completing a risk analyses
• Conducting a in-depth review of the clients' financial situation and establishing affordability
• Analyzing information and preparing plans best suited to individual clients' needs
• Researching the marketplace for new and improved products
• Offer the best possible insurance products that will suite the customer needs
• Explain the features of various policies and contract terms conditions
• Communicating with service providers and other professionals

Matric - Brainline Junior University (2003 - 2003)

NQF Level 4 - F&I Business School (2020-03 - 2020-03) Pretoria

National Credit Act - F&I Business School (2018-08 - 2018-08) Pretoria

RE5 - FSB Regulatory Examination Representatives in all Categories of FSPs - F&I Business School (2020-03 - 2020-03) Pretoria