Manager Customer Service

CV – Joe M. Heubner Page *

Joe M. Heubner

Offering 15 Years Experience in Asset Finance (5 Years as asset based finance manager), Client Service Management Plot 86, Constantia avenue,

Mnandi, Centurion 0157

cell: 079-***-****

*********@*****.***

PERSONAL Identification Number: 800**********

Gender: Male

Nationality: South-African

Dependants: Two (ages 10 and 8)

Marital status: Married

Criminal Records: None

EMPLOYMENT Previous Employer – No More Debt, Centurion. (company closed doors) January, 2015 – November 2019

Consultant

Sales of new business

Consult Potential new clients

Assist client to determine best debt free options

Workout new budget and payment plan

Assist with vehicle rent to own quotations en licensing.

Follow-up on outstanding documents

Follow-up on court dates for granted court orders.

Valuation on clients assists to be done by assessor.

Respond to all inquiries within 24 hours.

Speed Force Security (Pty) Ltd

Director

Company not making profit

Previous Employer – Nedbank (Business bank), Menlyn. December 2010 - March 2013

Client Services Manager

Facilitation of the Sales process for new and existing products to business banking customers

Achieve agreed SLAs

Resolve client queries

Management and execution of client transactional and maintenance requests

Maintenance of relevant client physical documentation in front-end

(E.G FICA, Company documentation, NCA, FAIS, SODA)

Development and maintenance of networks with internal and external service providers.

CV – Joe M. Heubner Page 2

Team Player Role: The role focuses on participating in a team, fostering of teamwork and co-operation. Teamwork can extend beyond the boundaries of the department. Transaction Processor: Defined it - Captures trades. Responsibility for the accurate capture, speedy transfer, verification & authorization of information/data. Interprets & evaluates incoming correspondence, documentation & instructions. Strives towards standards of zero error. Networker: This role involves initiating, developing and maintaining purposeful & meaningful contacts, relationships, alliances & partnerships. Ensures Nedbank-client interface & engagement is optimally managed & controlled & client expectations are validated. Leverages relationships to gather client information & enable deals. Will build relationships across various organizational levels, with identified clients at various levels & across various industries. Client Servicer: Provides and maintains exceptional customer service. Previous Employer – Imperial Bank, Revonia.

December 2003 – December 2010 (Merced with Nedbank) Asset Based Finance Manager

Administration & overview of asset based finance transactions.

Manage & control functionality of the ABF department.

Management of staff

Establish KPI’s and drive improvement

ABF payouts, relief function iro receiving payouts. Process payouts IBIS.

Forwarding exceptions to branches

Activations of new accounts & addendums iro existing transactions.

Manage refunds from IBIS system iro accounts/settlements.

Follow-up & Process refunds to clients.

Relief functions for auditing & splitting files iro original documentation received. 2

nd

Approver of payouts on FACS with

R50m max approval per transaction.

Paying of creditors/ ad-hoc duties iro administration.

Allocation of daily bank statement & daily recon .

Attend to settlements.

Capex & Creditors.

Follow-up on the unallocated funds on daily reconciliation.

Manage monthly reports iro new business captures to IBIS.

Attend to Discrepancies, verify information captured to monthly progress register on Apollo II.

Previous Position at Imperial bank, Revonia.

Senior ABF Administrator

Receive and verify payout requests documentation accuracy.

2

nd

Approver on FACS payouts with R10m max approval per CV – Joe M. Heubner Page 3

transaction.. IBIS functions

Settlements iro progress transactions & accounts to be settled.

Auditing of files iro original documentation received.

Assist branches & ABF department in ABF managers absence.

Capex & Creditors.

Previous Position at Imperial bank, Centurion.

Junior ABF Administrator

Receive all incoming payout requests from branches, verify documentation accuracy.

Activation of new accounts & addendums of existing transactions. IBIS functions

Settlements of progress transactions & accounts to be settled.

Splitting & auditing original documentation files.

Following up on outstanding documentation & addendum requests from branches.

Previous Employer – Silco t/a Ricon, Midrand.

2002 – 2003

Supervisor

Supervision of staff and warehouse.

Assisting with plastic manufacturing with large orders.

Requesting stock replenished to be ordered.

Solving in warehouse.

Previous Employer – Green Fever Landscaping, Midrand. 1999 – 2002

Site Manager

Management of staff on site.

Assist landscaper with planning on site, material requirements.

Makes sure clients requirement is met and client is satisfied.

Senior Tree feller and insurance of safety on site. EDUCATION

Midrand Business College

Diploma – A+ Computer Technician

Certificates accuired

Management of others

Management of self

Fica

Fais & Money Laundering

Savings accounts

Cheque accounts

National Credit Act

CV – Joe M. Heubner Page 4

Occupational Health and Safety

Consumer Protection act and more internal banking courses attended First Aid Level 1 Course

SKILLS Language - Fluent in Afrikaans and English. Computer Skills

Lotus Notes, Outlook, Ibis (AS400), MS Office (Excel, etc), Banking Platform & NTE, IBL system, Medcis, Facs.

References

Anneline Keyser – Tel: 083-***-**** – General Manager (Bank)

Esther Odendaal – Tel: 083-***-**** – No More Debt Manager

Contact this candidate