Debt Review Clerk / Consultant at Tenacity Financial Services (2016-04 – 2022-11)
Reason for Leaving: Resume Academic Studies and Financial Growth
- Serve inbound calls from clients EDC's (External Debt Collectors); attorneys; administrators & debt counsellors
- Assessing 17.1; 17.2; 17.3; 17.4 (terminations), 17.5; 17.6; 17.7 (transfers); proposals; Notice of Motion; Court Applications; granted court orders; administration applications; administration orders & sequestration documents.
- Filing of Court application granted court orders
- Reworks of proposals – assess to determine if proposals (payment plans) are being accepted or rejected.
- Capturing of proposals payment plans on Einstein System
- Drafting of documents – Paid in full letters, settlement letters, settlement discount letters; updated balance letters and COB's (Certificate of Balances
- Adhere to daily and monthly KPI's (meet set targets)
- Quality Assurance – Reach monthly QA percentage standards for inbound and outbound calls
- Productivity – Meet monthly and daily productivity (emails / accounts worked)
- Liaise with EDC's for accounts with write-offs status
- Payments and Refunds – send proof of payments to finance department for payment allocations and refund requests to be processed.
- Upload documents – settlement discounts letters to EDC's on CAS system.
- Fax processor – retrieve documents (bank statements; application forms; identity documents; retrenchment; deceased and disability documents to be send of to Hardship Benefits Administrator for processing
- Capturing of notes on Einstein System of frequent communication between agent / consultant with clients; debt counsellors; administrators & EDC's
- Meet high & excellent customer service standards. Manage payment profiles of client service and debt counsellors accounts to ensure and monitor if funds are being distributed as per the consented payment plans
- Meet monthly and daily SLA's (Service Length Adherence) for emails / accounts worked.
- Email correspondence to creditors; debt counsellors; administrators and attorneys
- Data capturing –Capturing of clients applications on Einstein system.
- Admin support to third parties
- Customer service and relations
- Capture payment plans on system as per granted court order (amendments) & variable court order documents
- KPI measured on productivity; QA (inbound & outbound calls) and SLA (Service Length Adherence)
Debt Review Sales Consultant at Siyaya Debt Solutions (2011 – 2015)
Reason for Leaving – Liquidation
- Outbound debt review sales calls to clients
- Data capturing of clients application profiles
- Filing of applications
- Manage clients payment profiles if payments are being met.
- Maintain excellent customer service & customer relations
- Proper telephonic etiquette
- Meeting monthly debt reviewer sales KPI
