Confirmations Agent
Tenacity Financial Services
Northern Suburbs (Cape), ZA
5d ago

The main purpose of the role is accurately assess and finalise proof of income for new and existing accounts.

Key Responsibilities

Applications, Faxes and Emails

  • Finalising applicants accounts by verifying their proof of income and employment
  • Update existing customer account who would like to have an increase in their account credit limits
  • Customer Services

  • To achieve customer satisfaction at all times
  • To action administrative requirements related to customer account within agreed service levels
  • Administration

  • Document management via multiple channels
  • Action any Adhoc responsibilities as provided by Team Leader : Prioritise daily, weekly and monthly tasks
  • Ensure all leave transactions is captured on ESS
  • Ensure all overtime is submitted to Team Manager timeously
  • Adherence

  • Adhere to workforce schedule i.e. lunch and body breaks
  • Adhere to all Company Policies and Procedures i.e. Absence Management, House Rules, Disciplinary Policy as set out by the business
  • Experience

  • Must have at least 12 months experience in the call centre environment.
  • Minimum typing speed of 35 wpm with 90% accuracy
  • Qaulification

  • Grade 12 / Matric
  • Functional Knowledge and Skills

  • Software : MS Word, Advanced MS Excel, MS Outlook and Internet
  • Knowledge of contact centre systems and processes
  • Excellent communication skills (written and verbal)
  • Must have knowledge of the National Credit Act and the Retail Credit Market
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