Settlements & Allocations - Reception Duty Consultant

SUMMARY:

Job Title: Settlements and Allocations - Reception Duty Consultant

Job Location: Midrand

Cost Centre: BMW

Agreement Type: Perm

 

OVERALL PURPOSE OF JOB:

You will be responsible for handling, resolving and responding to ...

POSITION INFO:

Job Title: Settlements and Allocations - Reception Duty Consultant

Job Location: Midrand

Cost Centre: BMW

Agreement Type: Perm

 

OVERALL PURPOSE OF JOB:

You will be responsible for handling, resolving and responding to inbound queries via voice, email and web-chat correspondence.  Handle and resolve reconciliation items as well as refer to procedure manuals when processing requests. You will also need to update standard letters and documents for dealing with Customer queries.

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)
• Updating personal particulars of clients against required (e.g., telephone, email and physical addresses)
• 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)
• Escalate processing of additional finance on current finance agreement e.g. motor plan / warranty extensions ( advise process, gather relevant information and documents, application captured)
• 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 write-offs/yellow slips
• Ad-hoc duties when required
• Encourage survey uptake and drive excellent customer service

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