Settlements & Allocations - Reception Duty - Johannesburg, South Africa - iSON Xperiences

Thabo Mthembu

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Thabo Mthembu

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Description

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 writeoffs/yellow slips
  • Adhoc duties when required
  • Encourage survey uptake and drive excellent customer service

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