Belinda Smith

I've been in the Financial industry for over 19 years working for Nedbank as a back office administrator.  Before that some secretarial work and currently I am Sales and Technical Administrator for Alarm Security company based in Parow.

Current Duties      Attended to Sales Rep calendars for appointments

                                Dealing with all contracts, capturing of client information on the system

                                Uploading scanned contracts and supporting documentation on Dropbox

                                Update internal database with all relevant information and statuses. 

                                Creating leads for Reps for the appointments

                                Daily reports

                                Liaising with ADT vetting for approval and AD OTC for ADT customer codes

                                Capturing all customer details from ADT to EXCEL

                                Normal day to day filing

                                Booking of Alarm installations and Service calls to technicians

                                Dispatching of stock                

                                Follow ups with clients.

                                Collections of payments

                                Dealing with suppliers (IDS) for Alarm Equipment orders      

                                General Office duties

                                Assisting and resolving Branch and Client queries

Previous duties    Worked for Nedbank Home Loans for over 19 years in all the relevant                                               departments                                                                                                            JOB PURPOSE

To administer and maintain a portfolio of new and existing loans, to deliver excellent external and internal client service. Key Performance Areas Client Satisfaction 

• Provide internal and external client satisfaction by ensuring service excellence in dealing with client queries. Pre-Registration Administration 

• Administration and control of credit approval and registration process. All files for conveyancing to be opened in terms of agreed format. All documentation and correspondence to be always prepared accurately and professionally. Post-Registration Administration 

• Administration and control of Cancellations, Releases and Deal Variation Processes. Day to day administrative duties including clearing open items, arrears and filing. Data and Systems Integrity (SAP) 

• Ensuring that SAP data is loaded correctly, accurately and is always current. Documentation Quality and Maintenance 

• All documentation and correspondence (whether by email / fax / letter) to be prepared professionally and accurately. All documents received from the client or attorneys must be checked and returned to client/attorney for correction where applicable. Reporting 

• Assisting with the compilation /actioning of regular and ad HOC Administration and Operations Reports. A 'Work in Progress' report must be kept on all current deals. Compliance / Risk 

• To ensure that all legislative and procedural aspects of Property Administration are complied with, in terms of credit procedures, legal procedures, valuation procedures, FICA, Authority levels, Property Administrative processes etc. 

To effectively execute the department’s processes, implement initiatives that will minimise risk and maximise customer satisfaction.

To effectively deal with all bank clients at various levels, make sound recommendations and escalate matter as appropriate.

Matric only, but got inhouse certificates from Nedbank internal courses