Settlements & Allocations - Reception Duty

4 days ago

Johannesburg, South Africa iSON Xperiences Full time

**Job Title**: Settlements and Allocations - Reception Duty Consultant

**Job Location**: Midrand

**Cost Centre**: BMW

**Agreement Type**: Perm

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**OVERALL PURPOSE OF JOB**:
**Main Responsibilities (including but not limited to)**:

- Provide settlement quotes
- Request Deal adjustments (due date, change in structure of finance agreement, e.g. term, monthly premium or balloon payment)
- Natis requests ( Necessary checks regarding receipt of payment and preparation of documentation)
- Change of banking details ( verification completed)
- Exit letters ( assess stability before processing)
- Substitution of goods ( Verification of required information, e.g. invoice and insurance to be checked )
- Providing remittances
- Loading of beneficiaries ( assessment and verification of documents provided)
- Request refunds (IPA and Automated refunds)
- Bank Recon (Settlements and Allocations)
- Assist walk in customers.
- Handle Deliveries and Returns of Natis.
- Courier delivery/collect follow ups.
- Investigate and resolve related account queries / complaints
- Liaise with clients, dealers, Insurance and other internal departments
- Request write-offs/yellow slips
- Ad-hoc duties when required
- Encourage survey uptake and drive excellent customer service

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