Emogene Ortman Email & Phone Number

Windhoek, Khomas, Namibia

•Keep track of assigned accounts to identify outstanding debts•Plan course of action to recover outstanding payments•Locate and contact debtors to inquire their payment status•Regularly update account status and database•Negotiate payoff deadlines or payment plans•Handle customer queries and complaints Investigate and resolve discrepancies (double deductions, late/early deduction, additional deductions etc )•Build trust relationships with debtors when possible to avoid future issues•File lawyer’s invoices •Load Bulk Debit order retries•Bank reconciliation for the EFT and Legal book

Windhoek, Khomas, Namibia

•Build and maintain client base, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.•Monitor financial market trends to ensure plans are effective, and identify any necessary updates.•Sell financial products such as investments and insurance .•Research and investigate available investment opportunities to determine whether they fit into financial plans.•Guide clients in gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.

Bachelor’S Degree In Economics, Economics

Intermediate And Advanced Excel

-Working with Multiple Worksheets -Formula Auditing -VLookup -Concatenate -Workbook Functionalities -Data Filtering , Sorting.

Commercial Banking And Credit Analysis, Credit Risk Management, Certification