Manager Office Assistant

CURRICULAM VITAE

PERSONAL DETAILS:

Surname: Dunn

First Name: Kerry

Contact Number: 073-***-****

Residential Address: 145 Dromedaris Street, Witpoortjie, 4180

Nationality: South African

Identity Number: 771***-****-***

Language Proficiencies: English and Afrikaans

Martial Status: Single

State of Health: Very good

INTERESTS: Meeting people, reading, spending time outdoors.

QUALIFICATIONS:

POST MATRIC QUALIFICATIONS: Retail Insurance Qualification Passed –

NQF 4 (153 Credits) July 2015

RE1 Exam passed (Regulatory Exam) - KEY INDIVIDUAL – September 2014

RE1 Exam passed –(Regulatory Exam) –

REPRESENTATIVE July 2013

NCA accredited – Passed IOB exam 2012

Regent Certificate of Accreditation – Feb 2013

Adcover/ Deposit Cover (Short term insurance), Lifestyle Protection Plan (Long-term insurance)

Diploma in Industrial Relations

Diploma in Human Resource Management

Allenby In-Home Study

June 1997 – July 1998

Subjects: Industrial Relations 1 & 2, Labour Law, Human

Resource Management, Principles of Business

Communications, Principles of Business

Management

Education: National Senior Certificate

Roodepoort College 1995

Subjects: Business English, Business Afrikaans, Information

Processing, Office Practice, Accounting (Pastel),

Computer Practice, Word-perfect 5.1, Database,

Lotus

National Intermediate Certificate

(Secretarial Studies)

Roodepoort College 1994

Subjects: Business English, Business Afrikaans, Business

Practice, Accountancy, Computer Practice, Typing,

Art of Entertainment, Career Orientation

WORK EXPERIENCE:

Full Time Employment: Capcubed

Position: Bond Conversion –

Feb 2019 – to present

Responsibilities: Prepping and getting all documentation together for the banks for bond submission. Sending deal to capturers to get deal submitted to banks. Following up with banks to get final grants keeping the consultant informed of the progress at all times. Fighting for rates and getting deals granted as quickly as possible.

Full Time Employment: Hampsons Auto

16 January 2012 to April 2016

References:

Shirley Heidtman F&I manager

039-******* or 082******* or

Gareth Hampson Dealer principal

Position: F & I Manager – since Jan 2013

Responsibilities: Doing applications with clients, telephonically or in person, submitting apps to the banks. Getting answers from banks. discussing approvals with clients. Selling additional products (Top up, credit life, Warranties, service plans, Insurance etc). Re-questing settlement letters, Getting contracts ready from the banks, signing up the clients explaining everything to them, all disclosures etc. Doing needs analysis, getting payment from the bank for the sold vehicle. Storing all documents pertaining to the transactions as required by law. Always been legally compliant, ensuring that I always act in a fit and proper manner. Ensuring that we comply with FAIS, FICA and NCA at all times.

All other adhoc duties.

Position: Accounts and admin administrator, Jan 2012, then promoted to F & I Manager (Finance and Insurance)

Responsibilities: Vehicle Administration – stocking of new and used vehicles, making orders and costing out orders on vehicles, invoicing out vehicles to banks /individuals/ fleets/Dealers etc. Transferring of vehicles between branches. Creating customers and account numbers on system. Managing of floorplan facilities (ensuring that vehicles are paid on time by due dates to avoid interest penalties), doing the EFT’s for payments of vehicles and settlements. Checking payments of payments of vehicles that we have sold (checking payment received from deposit from clients and checking that we receive payment from the banks that financed deal) Requesting Natis docs, doing thank you letters to customers. On Saturdays doing petrol sheet balancing. All other adhoc duties.

Temporary Employment: Timber Logistics

1 September 2011 to 13 January 2012

(temping while lady was on maternity leave)

Position: Reception / Admin – accounts clerk

Responsibilities: Handling the switchboard and reception, capturing all data relating to the vehicles (km’s, trips, petrol, tyres, etc), capturing all purchases of fuel, tyres etc. Ordering of fuel, assisting with all other admin functions

Reason for leaving: This was a temporary position, was offered position at Hampsons

Full Time Employment: Fred Lemmer Estates / Scottburgh Holiday Letting

February 2011 to June 2011

Position: Managing the holiday letting department

Responsibilities: Making all the bookings for all the holiday units (49)

Managing the cleaning team to ensure that the units where always ready for guests to book in and again checking the units and have them cleaned again when guests booked out. Arranging and ensuring that all maintenance was done on the units for the owners.

Doing the accounts. Getting moneys from the guests, paying the necessary expenses, reconciling each owners account and paying the owners their portion. Doing the banking. Paying of the cleaning staff salaries. All other adhoc duties to ensure that the guests and owners of the units where kept happy.

Reason for leaving: Wanted to try find something that paid better.

Full TimeEmployment: Imoza

August 2008 to January 2011

Position: Office Manager – Bond originator

Responsibilities: Starting up the company, putting all procedures in

Place, managing all the office functions

Receiving new bond applications, checking for all the

Required documentation. Checking that the clients

Qualified for the bond in terms of his income and his

Expenses etc. Capturing the applications, submitting

The applications to the banks and motivating them if

they were declined. Once the applications were

sent to the bank, following up on them daily,

motivating, and chasing the deals to get final grants

as quickly as possible with the best possible interest

rates by doing rate concessions. Once the bonds

were approved, getting them to the attorneys and

registered as quickly as possible. Through out this

whole process, giving all the relevant parties (estate

agent, purchaser, attorneys etc) feedback and keeping

them informed daily on the progress of the deal.

Sorting out all queries. Updating all schedules and

Spreadsheets daily. Arranging meetings.

Going out and trying to get business in by doing

Presentations at the attorneys or companies etc.

Reason for leaving: Relocated to Scottburgh

Full Time Employment: SA Homeloans

February 2008 to June 2008

Position: Bond Consultant – Property Finance Consultant

Responsibilities: Bringing in applications to do new loans or Switches. Marketing, doing presentations for clients, getting all documentation together, etc. Sales

Reason for leaving: Got a good job offer from one of my previous managers from Mortgagewarehouse to start up Imoza with him.

Full Time Employment: Mortgage Warehouse

April 2005 to February 2008

Position: Bond Consultant (Team leader for bond processing –agencies)

Responsibilities: Managing the processing of the bond applications.

Ensuring that all applications are submitted to the

Bank as quickly and correctly as possible. Ensure

that the agents are updated daily on their applica-tions so that they are aware of the status of their files

At all times. Ensure that all applications that go through to the bank are of high quality (clear, that the client does qualify, that the clients are clear on itc and that the amounts applied for are correct. If the client does have bad itc record or return debits on account, assist in motivating this to the bank). Once the applications are at the bank, ensure that if the bank requests additional information, that this is indeed what is required and that it gets forwarded to the bank as quickly as possible. If its documents that the bank doesn’t require to motivate. To assist with any queries with the banks or with the agents and generally making sure that the department runs smooth.

Also have to manage the Attorney Follow Up department, ensuring the applications are followed up until registration to ensure that the agents are paid their commission straight after registration with no delays. Also responsible for doing audits on all the processes in the company, ensuring that everything runs smoothly and looking where there is room for improvement. Also responsible for doing appraisals on my subordinates and ensuring that they get all necessary training etc.

Reason for leaving: Company was busy retrenching and got a good offer from SA Homeloans

Full Time Employment: Chaseveritt / PA Better Bonds February 2004 to April 2005

Position: Admin

Responsibilities: Submitting bond applications to various banks. (All

Westrand, Midrand and Development applications.)

Applying for rate concessions at the banks and

getting the best rate possible. Following up with the

bond applications with the banks. Getting Aprovals

in Principle, chasing up on the valuations and getting

the final grants. Contacting the client as well as the

agents on a daily basis. Sorting out queries with the

attorneys. Updating schedules for the developers.

Updating files on physical file as well as on Comcor

daily.

Courses: Comcor, various home loan products courses from the various banks.

Reason for leaving: Better offer for more money and closer to home from

Mortgage Warehouse

Temporary Employment: Newsclip (Temporary)

June 2003 to September 2003

Position: System Controller

Responsibilities: Websites – Monitoring various clients websites.

Checking and correcting incorrect clips, ensuring that

Clips have been allocated to the correct clients and

are in the correct categories and sub-categories.

Scanning, cutting and pasting clips were necessary.

Broadcast – Monitoring that all relevant stations and

Programmes have been recorded. Loading of all the

Stations schedules. Doing searches for missing

Summaries. Assisting with the training of staff on the

new systems, monitoring and finding problems on the

new system.

Reason for leaving: Was temporary

Full Time Employment: Digital Process Measurement

May 2002 to April 2003

Position: Girl Friday

Responsibilities: Reception – Answering telephone, sending out faxes,

Typing, ordering stationery, petty cash, doing labels,

signing for delivered goods, updating and changing

all company’s forms, updating customer data base,

time keeping of all the staff, formatting disks for

Smartview, assisting with IS0 9001.

Creditors – Processing invoices, issuing stock to the

different stores, counting stock, purchase orders,

ordering of stock where necessary, doing credit

remittances at the end of the month.

Debtors – Invoicing, packing stock and sending out

orders to customers.

Human Resources – Processing staff leave, staff

overtime, maintaining staff files, assisting with

correspondence to U.I.F, SARS, medical aid and

pension fund, doing staff salaries etc.

Courses: Pastel Version 6

Reason for leaving: Wanted to travel while still young

Full Time Employment: Collection and Financial Services

January 2002 – May 2002

Position: Admin Supervisor (Schools Division)

Responsibilities: Updating/maintaining class lists, pupils

information and parents details, maintaining parents

accounts, invoicing and sending out statements,

checking that debit orders are correctly processed,

processing all exemptions, bursaries etc, attending

meetings with School Principals and parents with

regards to their accounts.

Reason for leaving: Was in Braamfontein in middle of town. Got a good offer from DPM in Kyasands – closer

Full Time Employment: Nedcor Bank Limited

Home Loans Clerk – Grade 5

July 2000 – December 2001

Responsibilities: Processing and indexing of New Loans, dealing with

the Attorneys, obtaining all the documents for

Registration, registering the bonds, calculating the

interests, paying out the payments, loading House

Owners Insurance, loading Life Cover and Debit

Orders, working out and following up on Guarantee’s

Sending out letters to clients after registration.

Courses/Training: Induction Course, Arrow Way, Valuing Diversity, Process Culture, CIS Training (Customer info

System), NTE Training (Mainframe), Attorney Link,

Scopus, Work Flow

Reason for leaving: Got a better offer, more senior position from CFS

Full Time Employment: Central Depository Limited

January 1997 - July 2000

Position: Receive Area Custodian

Responsibilities: Receiving, checking of script (gilts), updating script,

Dealing with clients, sorting our queries, manning

the counter, escorting visitors

Position: Safe Float Custodian

Responsibilities: Processing deposits, withdrawals,

Communicating with Banks and Transfer

Secretaries, sorting out queries

Position: Vault Custodian

Responsibilities: Safe keeping of vault keys and combinations, filing

and drawing of script, consolidating, redenominating

and checking of script.

Extras: Typing, photocopying, faxing, phones and assisting

where required. Doing monthly raffles doing Lotto

Numbers and assisting in office functions.

Decorating and organizing food etc for functions.

Reason for leaving: More money and opportunity.

Temporary Employment: First Bowring Insurance Brokers

May 1996 – September 1996

Position: Typist (Windows 3.1)

Assisted in Motor Claims department

Assisted in Marine Claims department

Responsibilities: Typing letters, spreadsheets, office correspondence,

Dictaphone, filing, general office duties

References: Shirley Heidtman – F&I manager

Hampons / Hyundai Amanzimtoti

082******* or 039-***-****

Or

Gareth Hampson – Financial Director

082******* or 039-***-****

Carmen Van Niekerk

Timber Logistics

Finacial Director 071*******

Fred Lemmer

Fred Lemmer Estates

Cein Moller / co-owner

039**-*****

Eddie / David Andrews

Imoza

Owners

Cell: 081*******

Eddie Andrews

Mortgage Warehouse

Marketing Manager

Cell: 081*******

Quanita De Jager

Manager (Chaseveritt)

Tel: (011-***-****

Mr Pierre Statio

Digital Process Measurement

Manager

Tel: (011-***-****

Nedcor Homeloans

Team Leader – Team 13

Tel: (011-***-****

Contact this candidate