Simone Oliphant Email & Phone Number

Sandton

South Africa

Improve service to Suppliers/End Users:• Improve the service levels within the company to ensure that we get the loyalty from the suppliers – this includes regular feedback from the staff and Leasewave systems, to keep abreast of communication and service levels, keep abreast of SLA Agreements and benchmarks. • Manage the sales support responses to emails, queries and deals. Manage Work Distribution: • Assess and redistribute/ re-assign work evenly to ensure we meet commitments. This is determined from monthly reports and benchmark reports. • Review portfolios to ensure all internal sales staff are working at 100% capacity – under performance to be reported to your line manager which will be addressed in line with the SLA. Assistance on applications and credit requirements on complex transactions:• Assess for viability. • Liaising with credit. • Ensuring the team obtain the necessary information to package a deal for credit to assess in order to improve credit approval ratios and management of Sunlyn’s risk Data controls to be monitored and updated. Leadership of the Team:• Assist the sales team as and when required particularly during peak month end periods.

South Africa

Capturing and Loading of Applications:• Create client details on the system adhering to the Data Quality Standards. • Receives the applications from sales and suppliers, through emails, facsimile, TESS or hand delivered. • Perform controls to ensure that the documentation is correct and relates to the same client. • Load the new application transactions onto the system and track the application. • Request bank code report within 24 hours on approved deals and follow up on the critical bank codes. • If application is deferred or declined:  When required refer queries on applications to Sales Administration Manager/Regional Manager/Account Executive to ensure that issues can be addressed promptly.  Identity and appeal applications using the QC/High Risk and Strategic appeal process. Capturing Deal or Payout: • Update CIS client details in BFS and ensure that there is an approved account. • Perform quality control function on signed contract and all supporting documents. • Check approval conditions are complied with and the supplier is approved. • Track the progress of the payout and escalate critical issues. Action sign offs and legal queries. • Confirm installation of goods and contract details with the client, adhering to the prescribed installation and contract details questionnaire and procedures. • In the event where there are still issues that require to be followed up with sales and/or the supplier:  Liaise with Account Executive, supplier and client where relevant.  E-mail the confirmation of payment to suppliers the next working day after payout.  Consistent follow up of problem list items Reporting and Team Support:• Assist the sales team as and when required particularly during peak month end periods. • Communicate issues and errors made to other departments through the Risk Report to streamline processes across business areas. • Prepare hard packs for the QC meetings and ensures that the documentation is complete and correct.

South Africa

1.Preparation of deals for payout:2. Confirm installation of goods / Contract details:3. Liaison with other departments and clients:• Obtain information from Clients and Marketing and communicate back to relevant parties.• Other Departments – inter-action with Credit, Marketing, Finance, Legal, Pay-outs and Collections etc.4. Obtain waiver and/or sign-off of conditions/outstanding issues:• Credit to sign off approval conditions where necessary.• Authorised signatories for Operational issues 5. Follow up on problem list items:6. Processing of Settlements:• Use correct formulae as per the system and laid down rules – see settlement special computation procedures.• Accurate processing of a manual and system generated settlements.• Obtain relevant authority to process and release settlements to Users.• Process as soon as possible but not later than two hours after receipt.• Ensure settlements are checked and countersigned by an authorised signatory/person where applicable, e.g. unusual or >R250 000-00.• Timeous and accurate distribution of settlements to Marketing staff and Users.7. Ad-hoc Functions:• Managing of Deals Register including correct and fair distribution of deals to Operations Assistants.• Submit request for funds for payout via e-mail to Pay-outs department by no later than 12:30 daily.• Assist with refund requisitions and check all the relevant documentation attached. • Process payment of funds to suppliers from funds placed in Retention Accounts. • Obtain settlement updates for deals to be paid out.• Assist other departments with admin queries.• Assist Branches with deals, settlements and queries when required.

South Africa