Pretoria Loan Consultant

FlowCentric Resourcing (Pty) Ltd Directors: O. Pieters; A. Wessels; L.S. Bennet;

Page 1 of 3

Candidate: Lusani Lucy Rambuda

Position Function: Financial Advisor

Personal Details of Applicant

Personal Details

First Name Lusani Lucy

Surname Rambuda

Race / Gender African /Female

Nationality South African

Disability None

Date of birth 12 December 1986

Contact Number 072*******

Email *********@*****.***

Marital Status Married

Drivers Licence None

Physical Address Pretoria - Roslyn

Willing to Relocate Depending on the opportunity

Languages • English

• Venda

• Tsonga

• Zulu

• North Sotho

Summary of Qualification / Training

Name of Institution Qualification Date Completed

Flavius Mareka HighSchool Matric Certificate 2006

Tshwane University of Technology Diploma In Marketing Management 2010 Skills Overview

Levels 0-

5

Skills

5 Telephone etiquette

5 Communication and listening skills

5 Computer literacy skills

5 Time management and ability to prioritize

5 Administration skills

5 Problem and decision making skills

FlowCentric Resourcing (Pty) Ltd Directors: O. Pieters; A. Wessels; L.S. Bennet; Page 2 of 3

Employment history

Company: Radesol (Sanlam)

Industry: Finance

Period: 2 months (08\09\2021-current)

Position held: financial advisor

Reasons for leaving: currently working

Roles and responsibilies:

.Arranging appointments to meet with the clients

.Making presentations to clients about the product

.Selling funeral cover to clients

.Conducting financial needs analysis

Employment History

Company: Khavhade

Industry: Financial Service

Period: Nov 2016 - July 2020

Position Held: Loan Consultant

Reason for Leaving: Contract Ended

Roles and responsibilities • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.

• Meet with applicants to obtain information for loan applications and to answer questions about the

process.

• Analyze applicants' financial status, credit, and property evaluations to determine feasibility of

granting loans.

• Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

• Compute payment schedule and review, update

credit and loan files.

• Handle customer complaints and take appropriate

action to resolve them.

• Negotiate payment arrangements with customers

who have delinquent loans.

• Prepare reports to send to customers whose

accounts are delinquent, and forward irreconcilable accounts for collector action.

Employment History

Company: Avbob

Industry: Financial Service

FlowCentric Resourcing (Pty) Ltd Directors: O. Pieters; A. Wessels; L.S. Bennet; Page 3 of 3

Period: Feb 2015 - April 2016

Position Held: Sales Representative

Reason for Leaving: I resigned

Roles and responsibilities · Arranging appointments to meet with the clients

· Making presentations to the clients about the

products

· Making phone calls to the existing and potential clients

· Performing clerical duties such as photocopy and print out

· Selling financial products such as life cover,

investments and others

· Conducting financial needs analysis

Employment History

Company: Liberty Life

Industry: Financial Service

Period: Sep 2011 - April 2012

Position Held: Financial Advisor

Reason for Leaving: I resigned

Roles and responsibilities · Arranging appointments to meet with the clients

· Making presentations to the clients about the

products

· Making phone calls to the existing and potential clients

· Performing clerical duties such as photocopy and print out

· Selling financial products such as life cover,

investments and others

· Conducting financial needs analysis

Name Position Contact

Mr G. Moller Sales Manager at Avbob 012-***-****

Mr Sello Mogale Sales Manager at Liberty Life 086-***-**** Mr Thendo Khedzi Manager at Khavhade 012-***-****

Ms R.Kganathe Broker at Sanlam 071*******

RE5: Attempted twice in 2021

Contact this candidate