
Tshegofatso RAMOKGOPA
Accounting / Finance
About Tshegofatso RAMOKGOPA :
I have a certificate in banking and in Public Management i have been working for FNB for 12 years. I have Problem Solving Skills, Analytical Skills, Strong Interpersonal Skills, Good Communication: Written & Verbal, Report Writing. Problem Solving Skills, Analytical Skills, Strong Interpersonal Skills, Good Communication: Written & Verbal.
Experience
Position: Relationship Analyst
Name of Institution: FNB Business
Period: 14 October 2019 – Current
- Year on year revenue growth versus budget for the team portfolio
- Achieving the delivery of exceptional customer experience against the balanced scorecard standard.
- Act responsible with work related to contribute to cost containment.
- Manage the growth of active customer account base to increase client base.
- Maximise business portfolio cross sell opportunities and strengthen client relationship.
- Convert identified leads into successful sales achieve individual targets as set according to appropriate business area sales plan.
- Address customer needs in order to meet or exceed customer expectations.
- Build and maintain stakeholder relationships.
- Comply with governance in terms of legislative and audit requirements.
- Manage the percentage % of facility documents outstanding more than 60 days after renewal as measured by collateral team per bs team / region based on facilities approved and documents submitted.
- Ensure effective date management by ensuring expired limits are attended to against set target. prepare credit proposed for review by the credit product house.
- Compliance with procedures and processes contained in the golden rules.
- Manage own development to increase own competencies.
Position: Senior Document Administrator
Name of Institution: FNB Legal and Credit Support
Period: 1 February 2018- 11 October 2019
- Provision of an efficient administration service through careful and timeous planning, reporting, and updating of all related information
- Comply with governance in terms of legislative and audit requirements
- Preparation of security documents
- Record all security and accompanying documentation and log it in safe custody.
- Monitor assessment of reported risks and identification of root cause for accurate reporting purposes
- Confirm on all collateral proposed is held and is legally binding
- Resolve client and departmental queries relating to facility letters, loan agreements, security sharing agreements, inter creditor and common terms agreements nationally
- Delivery of timeous, relevant, and reliable legal information for decision making to increase profitability and reduce risk.
- Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
- Manage own development to increase own competencies
POSITION: Insurance Administrator
NAME OF INSTITUTION: FNB Legal and Credit Support
PERIOD: 1 March 2012 – 31 January 2018
DUTIES ENTAILED THE FOLLOWING:
- Assume accountability for the efficient and timeous fulfilment of the insurance process duties in the legal system and credit support department
- Provide consultative support to the credit and relationship function
- Liaise, instruct, and maintain good relations with relevant insurance companies, insisting upon the following of laid down standards and resolving any misunderstanding immediately.
- Resolve bond and insurance process related queries quickly and efficiently
- Ensure that the progress of all insurance processes is properly diarised, follow ups are attended to and at all parties adequately informed.
- Adhere to the laid down insurance processes, maintaining efficient electronic tracking and monitoring processes and providing regular feedback to supervisor.
- Assist with the development and formalisation of the team’s insurance processes
- Provide training to other team members when necessary
- Maintain quality assurance of the insurance documents held by the team
- Assist the safe-keeping and project teams with their processes
POSITION: Document Administrator
NAME OF INSTITUTION: FNB Legal and Credit Support
PERIOD: 21 September 2010- 29 February 2012
DUTIES ENTAILED THE FOLLOWING:
- Loading securities.
- Assist other team members with their functions ensure the accuracy of all documents prepared and checked.
- Assume accountability for the efficient and timeous document preparation, checking and record keeping functions in legal and credit support.
- Keeping clear and ambiguous records of all credit documents held by the bank, including identification and ambiguous recording of unacceptable documents.
- Assist with the development and formalization of the team’s documents preparation, checking and record keeping processes.
POSITION: Receptionist
NAME OF INSTITUTION: FNB Business Banking
PERIOD: 31 March 2008 - September 2010
DUTIES ENTAILED THE FOLLOWING:
- Transferring and relating messages.
- Managing switchboard.
- Update filing on reports.
- Checking payment of invoices.
- In and out emailing.
- Organizing meeting.
- Diary management.
- Good communication skills.
- Organizing meetings.
- Dealing with post.
- Liaise with other departments and external parties.
Education
i am currently studying at the University of South Africa, studying Bcom in law.
BCom in Law
Year: Current
Private Law – Passed
Commercial I law – Passed
Commercial Law II – Passed
Introduction to law – Passed
Financial Accounting – Passed
Family Law – Passed
Business Management – Passed
Economics – Passed
Business Management II- Passed
Social Dimension of Justice – Passed
Industrial Forensic Psychology – Passed
English for law students – Passed
Citizen Public participation and Democracy- Passed
Entrepreneurial Law- Passed
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