Shane Williams

Enthusiastic and responsible individual that is highly motivated to do my best. Dependable and reliable in supporting and enabling team development. Dedicated to maintaining high quality standards as well as ensuring targets are achieved and exceeded. Versatile, flexible, adaptable, energetic, highly ambitious and enjoy new challenges others while serving as a role model and mentor when needed.

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

National Senior Certificate – Elsies River High School (2001)

National Higher Certificate in Accountancy – Cape Peninsula University of Technology (2011 – 2013)