Payments Consultant
2 days ago
Key responsibilities:
- Setting up first and second payment plans for clients that have just been signed up.
- Ensuring that our new and ongoing clients have Debicheck mandate
- Dealing with payment related queries.
- Uploading payment plans for new insurance products sold
- Following up on unpaid clients to ensure a high payment ratio for first and second payment.
- Ensuring overall control of statuses on Simplicity
- Ensuring all funds paid by clients to the PDA are distributed to the credit providers.
- Managing onboarding queries for the entire business.
- Ensuring client payment dates at Hyphen are aligned with when they receive funds in their bank account.
Key competencies
- In-depth knowledge of Simplicity - adjusting payment plans and changing obligations.
- Understanding of IDM fee structure when client’s sign up for debt review.
- Relevant tertiary education
- High level of attention to detail.
- Problem solving skills - ability to think on your feet.
- Organized and has structure
- Excellent time management, ability to prioritize and multitask
- High work ethic and strong ethical standards
- Ability to work well under pressure and target driven
- Able to work well in a team
- Willingness to work overtime and be flexible
- Accuracy of payment plans that have been set up.
- Ability to convert client all clients to Debicheck
- Accuracy of amendments made on Simplicity and queries dealt with
- Number of unpaid clients converted to paid.
- Payment ratio of clients whose payment dates have been changed
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