Claudia Caesar Email & Phone Number

Western Cape, South Africa

General scope of duties:Office AdministrationCustomer RelatedBranch ExpenditureInvoicingDOH DebtorsReport Verification RelatedPetty CashSHE General DebtorsManagement of SubordinatesBankingBranch KPI’sGeneral

• Audit and capture home loan application onto system• Sales admin support to consultant with regards to the bond application• Check that the correct agent and office is coded on the home loan application• Check if the correct commission level and percentage is coded for agent/office• Check if all supporting documents is included with the bond packs ie OTP• Complying reports onto an excel documents for consultants to check their pipeline business.

• Effectively managing the unpaid registration loans and collecting commission from the bank• Complying weekly registration reports and forward to relevant bank• Invoice the banks for payments receive• Process the payment schedule via a cos cycle• Liaising with attorney regarding long outstanding bonds >90days• Back-up and sales support to consultants with regards to their commission related queries• Effectively managing a suspense/liability account

• Provide leadership to the team/staff in the section.• Effectively managing the FNB debtors’ book and administering the flow of commission receive and pay-outs from the banks.• Manage and maintain allocated bank suspense account (money that is transferred to a suspense account that cannot be allocated to a specific bond) • Analysing attorney status report and updating the system accordingly. Sales and backup support to Sales consultants with regards to their relevant commission and agents’ queries.• Preparing advance schedules for the Regional and Provincial Managers.• Expedite commission queries, for exampleo Debit and credit adjustmento Advance request by consultantso Incorrect franchise/Licensee paido Bonus risk analysis (incentive comm. Earn on pipeline business)o Entity earnings report or 6months average earning reportso Compiling trend reports or details reports on pipeline business

• Personal Assistant to Sales Manager• Assisting sales team / consultant with documents• Checking & verifying contracts• Drawing up shift sheets for the Sales team• Maintaining activity report for Sales Manager• Screening all incoming calls• Managing Sales Manager diary• Organizing Sales lunch• Assisting with Budgets

Cape Town Area, South Africa

Checking all claims payments requisitions received from the claims department• Loading all claims payments on the banking system for payment • Processing of all claims payments on the IT system (Tial) • Manage the claims float account and request top-up float • Reconciliation of claims payment bordereaux • Timeous submission of claims payment bordereaux to carrier for payment • Updating of premium bank account on the server • Reconciliation of various bank accounts • Raise invoices on the Pastel accounting system and load new customers • Accurate processing all payments received on bank and allocate in cash book on Pastel• Reconcile the cash book and generate the General ledger recon report• Load credit notes or journals on Pastel accounting system• Generate debtors age analysis report on pastel to clear long o/s invoices • Performing clerical functions incidental to general accounting activities.ie assist audits• Manage rejected or unpaid payments – follow up correct banking details• Process commission payments and distribute commission statements• Manage the petty cash and monthly recon • Manage the refund payments to clients and process on system• Prepping online banking for authorisation – release payment• Assist Brokers with general queries, Vat Payments/ Commission Payments or Refund Payments

High School Diploma, Grade 12

Diploma, Business Computing

 Introduction to Computing  Pastel Accounting (distinction)  Office Administration  Marketing and Sales  Bookkeeping  Business.

Education record

Diploma, Bookkeeping

Bookkeeping Short Course