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Pretoria
Tshegofatso  RAMOKGOPA

Tshegofatso RAMOKGOPA

Relationship Analyst

Accounting / Finance

Pretoria, City of Tshwane Metropolitan Municipality

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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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