Collections Specialised Portfolio Administrator
7 months ago
Who We are?- Sanlam Personal Loans (SPL) was established 23 years ago and is now part of a newly established Fintech business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of agility and constant deployment, we believe in learning fast and learning forward. Our aim is to provide a work environment where employees can accelerate the development of their ideas and bring innovation to market; at the same time provide a compelling career and development proposition that will enable them to realize their dreams.**What will you do?**
- This role resides in Diep River, Cape Town and reports to Collections Team Leader. The Collections Specialised Portfolio Administrator manages a specialised portfolio consisting of Legal, Deceased, Administration and Sequestration, and ensures all legislative and compliance requirements are achieved. The incumbent does this by maintaining compliance requirements such as Treating Customers Fairly, adhering to FAIS and NCA requirements.**What will make you successful in this role?**
- Experience in Legal, Deceased, Sequestration & Administration portfolio management of 2 or more years
- Experience of Induplum, Prescription and Mora Interest
- Recoveries experience of 2 or more years
- Excellent communication skills, both written and verbal.
- Good knowledge about the product
- Excellent sales ability
- Target driven
- Good risk awareness and understanding of legislative requirements
- The ability to navigate systems
- Team work
- Role and Responsibilities- Manage the EDC relationship to ensure they fulfil all required actions.
- Ensure Legal and Administration (Legal, Deceased, Sequestration & Administration) portfolio is managed effectively, and all required tasks are completed at quality standards and within turnaround time.
- Ensure account level actions are taken on system to maintain accurate workflow.
- Ensure all legal documents are received, processed and commissioned where applicable.
- Manage the reckless lending and affordability assessment process, and ensure all assessments complies with all NCA (National Credit Act) requirements and QA standards.
- Qualification and Experience- Matric / Grade 12 or international equivalent industry relevant training courses
- Min 2 year's experience in a contact centre environment
- Min 2 years experience in a similar sales role
- Knowledge and Skills- Advanced Excel
- PowerPoint
- SQL - advantageous
- Attention to detail
- Strong knowledge in the contact centre environment
- Knowledge of the financial service and personal loans industry
- Influencing skills
- Literacy and numeracy skills
- Interpersonal skills
**Core Competencies**
- Being resilient - Contributing independently- Collaborates - Contributing independently- Cultivates innovation - Contributing independently- Customer focus - Contributing independently- Drives results - Contributing independently**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Turnaround time**Our commitment to transformation**
- The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
-
Collection Administrator
6 months ago
Cape Town, South Africa Engen Full time**Location: Cape Town**: **Grade: FL**: **Purpose of the Job**: - To maximise the collection of accounts receivable and ensure accuracy of customer statements, thereby minimising bad debts and contributing to the company's cash flow **What you'll have done before**: NQF Level 5 (Certificate in Credit Management) 2 years Credit in a Commercial or...
-
Property Portfolio Administrator
3 months ago
Cape Town, South Africa IGrow Wealth Investments Full timeIGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Portfolio Administrator **to join their team in **Cape Town**. **To qualify for this position, you need**: - Matric - Minimum 2 years of experience in a similar position - Experience with rentals environment - Experience with PayProp System - Great administrative...
-
Property Portfolio Administrator
2 months ago
Cape Town, South Africa IGrow Wealth Investments Full timeIGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town.To qualify for this position, you need:MatricMinimum 2 years of experience in a similar positionExperience with rentals environmentExperience with PayProp SystemGreat administrative skillsDetail orientedExcellent...
-
Property Portfolio Administrator
3 months ago
Cape Town, South Africa iGrow Wealth Investments Full timeIGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Portfolio Administrator to join their team in Cape Town.To qualify for this position, you need:MatricMinimum 2 years of experience in a similar positionExperience with rentals environmentExperience with PayProp SystemGreat administrative skillsDetail orientedExcellent...
-
Portfolio Administrator
2 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJob SummaryiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to manage a portfolio of 350-450 properties. The ideal candidate will have a strong administrative background and experience with rentals environments.Key Responsibilities:• Manage a large property portfolio•...
-
Collective Investment Scheme Administrator
7 months ago
Cape Town, South Africa Barrett's Recruitment Workhouse Full timeResponsible for the operations of the H4 Collective Investment Scheme portfolios. - For new investors follow H4 on-boarding process that includes review of required FICA documents and determining the ultimate beneficial owner in the case of entities. - Prepare risk ratings in accordance with H4’s FICA Risk Management and Compliance programme. - Follow...
-
Portfolio Administrator
1 month ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeAbout the RoleWe are seeking a skilled Portfolio Administrator to join our team at IGrow Wealth Investments, a leading property investment company in South Africa. This is an exciting opportunity for someone who wants to build a successful career in property management.Job DescriptionAs a Portfolio Administrator, you will be responsible for managing a...
-
Specialised Cleaning Supervisor
7 months ago
Cape Town, South Africa Empact Group Full time**The main purpose of the job** The successful applicant will be responsible for managing a Specialised Cleaning Team and their activities, in accordance with our Clients’ SLA objectives and targets **Education and Experience required**: - Matric is essential - At least 3 years’ specialized cleaning experience is essential - Proficient in Microsoft...
-
Residential Portfolio Manager
6 months ago
Cape Town, South Africa Parvana Strategic Sourcing Full timeJob listing Job details Job Information Industry - Real EstateJob ID - J104279City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 8000**Client Details**: - Our client is a real estate company specialising in property management, investment, and development within both the residential and commercial property sectors. With a focus on...
-
Portfolio Administrator
1 month ago
Cape Town, South Africa Conova Pty Ltd Full timeOur client, a leading Investment company based in Northern Suburbs Cape Town, is seeking a Portfolio Administrator to join their team. The main purpose of the role will be to focus on the following operational processes: Product set-up, maintenance & record keeping.Managing & controlling all transactions processed between relevant parties namely, LISP,...
-
Manager, Portfolio
2 months ago
Cape Town, South Africa Standard Bank of South Africa Limited Full timeBusiness Segment: Business & Commercial Banking To provide an overall administrative and credit management responsibility for the portfolio. To ensure that all compliance requirements within the portfolio are met. To support the Relationship Manager in meeting revenue growth and customer experience targets within the respective...
-
Investment Portfolio Coordinator
1 month ago
Cape Town, Western Cape, South Africa Conova Recruitment Full timeCompany OverviewConova Recruitment is a leading recruitment agency specialising in the placement of experienced professionals within the financial services industry.Job SummaryThe Investment Portfolio Coordinator will play a key role in supporting the daily operations of our client's investment management team. This position involves maintaining accurate and...
-
Collections Manager
6 months ago
Cape Town, South Africa Liquid Thought Full time**THE MAIN PURPOSE OF THE ROLE** **JOB REQUIREMENTS** - Grade 12 - Business Diploma /Degree or Credit Management level 5 - Experience in Collections preferably a call center set up. - Proficient in MS Office Packages i.e. Advanced Excel, Word, PowerPoint, and Outlook - Minimum 5 years of experience managing a collections team - Understanding Debicheck...
-
Specialised Cleaning Manager
7 months ago
Cape Town, South Africa Tsebo Group Full time**About Us**: The Specialised Manager will oversee and coordinate the daily workings of specialised cleaning operations. Responsible to maintain and deliver specialised cleaning services of a high standard to clients. Manage client relationships and actively seek out new sales opportunities with potential external clients. Cross selling of specialised...
-
Fiduciary Portfolio Administrator
2 days ago
Cape Town, Western Cape, South Africa TalentCru Full timeWe are looking for a Fiduciary Portfolio Administrator to join our team at TalentCru. As a key member of our operations team, you will be responsible for providing administrative support and ensuring smooth operational processes for client accounts.The ideal candidate will have a strong technical knowledge of client administration transactions and financial...
-
IT Portfolio Administrator
6 months ago
Cape Town, South Africa Project Management Connection Full time**Main Purpose**: - To support and provide administrative assistance to the IT Portfolio Office. **Key Responsibilities**: - Knowledge and content management of relevant methodologies (e.g. Project Management Framework), templates, best practices, training material and research - Request, receive and consolidate Project Status reports - Maintain a Project...
-
Portfolio Administration Manager
2 days ago
Cape Town, Western Cape, South Africa TalentCru Full timeJob DescriptionWe are seeking a skilled Portfolio Administration Manager to join our team at TalentCru. As a key member of our fiduciary asset management team, you will be responsible for providing exceptional client service and ensuring smooth operational processes for client accounts.The ideal candidate will have a strong background in asset management...
-
Portfolio Administrator
2 weeks ago
Cape Town, South Africa Conova Recruitment Full timeKey Responsibilities:Daily updating of various spreadsheetsDaily monitoring of corporate actions, cash and performanceConducting quarterly rebalancing of trackersTrading of local and offshore carveout portfolios according to the modelSend trade notes to advisory clients within 3 days of executing bulk trades.Send corporate action notifications to clients at...
-
Portfolio Management Specialist
7 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAbout the RoleWe are seeking a skilled Property Portfolio Administrator to join our team at iGrow Wealth Investments in Cape Town. As a key member of our team, you will be responsible for managing a portfolio of 350-450 properties.Key ResponsibilitiesManage property portfolios, ensuring timely and accurate management of rental income and expenses.Provide...
-
Administrative Portfolio Specialist
6 days ago
Cape Town, Western Cape, South Africa Accountancy Placements Pietermaritzburg Full timeAccountancy Placements Pietermaritzburg is seeking a skilled Administrative Portfolio Specialist to join our team. In this role, you will provide administrative support to our portfolio managers, implement client services experiences, and act as a point of contact for clients.You will also be responsible for capturing and preparing client records, uploading...