Annie Schmidt

Experience

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  Imperial Bank

  Oct 2000 - Jun 2003

  Instalments Sale and Progress and time-share. I also work closely with our Risk Department. Handle Settlements and Re – instatements and Acknowledgement of Dept. Prepare supporting documents (Securities) on Ms Word for deals from Trucking, Vehicle Finance, Share-blocks, Equipment, and Personal loan. Audit deals and security files received from Payout Department. Check security documentation as per Standard Policies and procedures set out by Imperial bank.Responsible for safekeeping of work in progress, self and marketing team.Responsible for safekeeping of the cheque book, cheque register and the Key Register.Send cheque schedule daily to finance DepartmentApprove and check deals on Payment Warehouse Checking the Recon on a daily basis. Clearing of all Debits and Credits.Then I’m responsible for the Stationary. Doing the orders, controlling the stock. And double check all the invoices for our account.Audit, Authorize and make all deals active received at payout, Assist and coordinate responsibilities for New Business. Assist the Client Aftercare Department. Show less To make sure all information captured is correct Do Payouts on all commercial deals I.e. Rentals, Equipment, Computer, Medical, Dental, Earth Moving, Office Equipment and Micro Lending. HP Agreements, IS Agreement, Lease Agreements on Vehicles Finance, Trucking Finance, Aviation, Business Loans, Personal Loans and Time-shareMake sure all Credit Conditions have been met and all Security Documents are on File. Banking of Cheques.Arranging for drivers to pick up cheques.Responsible for safekeeping of work in progress, self and marketing teamResponsible for safekeeping of the cheque book, cheque register and the Key RegisterChecking the Recon on a daily basis. Clearing of all Debits and Credits.Send cheque schedule daily to finance Department, if failed to do this my recon will not be up to date every day.Responsible for the ordering of Stationary, sending invoices to finance to be paid.To pay all Transactions within the turnaround times. To assist clients with queries and closing of accounts Show less Do Admin/Data Capturing for Trucking, Time-Share, and Rental Agreement on Equipment.Get application for finance from client, do a credit check and an arrear comment.If application was successful I was to draw up the agreement and all supporting security documentation.Arrange a date and time for client to come and sign his agreement.Arrange insurance if client doesn’t.Check and audit file and send for payout.To coordinate for 2 marketers and handling all their Admin/Data Capturing.Get application for finance from client, do a credit check and arrear comments. Show less

  • Administrator Payout Officer

    Dec 2002 - Jun 2003

  • Administrator Payout and Outstanding Securities

    Apr 2001 - Dec 2002

  • Relationship Banking Coordinator

    Oct 2000 - Apr 2001
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  Southwinds B&B

  Jul 2003 - Dec 2005

  Co-Owner

  Handling bookings and reservation.Involved in financial planning, budgets and income forecasts.All the Administration work for the B&B.Checking guests in and out, National and International.Further Travel arrangements for quests.Purchasing of furniture and monthly stock.Decorating the bedrooms.Advertising of running specials in News PapersTraining in creating a Web Page for the Business.Handling payments and spread sheets of monthly expensesPlanning breakfasts.Arranging Dinner Bookings.Correspondence and communication to staff membersSalaries to staff members.All HR Queries and ProblemsTo ensure that the day to day running of the Business runs smoothly. Show less

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  MFC, a division of Nedbank

  Apr 2005 - Dec 2005

  Senior VAP's Administrator

  Cancellation of all Value Added Products.Daily Tele queries involving VAP’s.Daily Refund and Refund Schedules.Crediting clients accounts with refunds.Working out Increased portions and interest. Debiting clients accounts with new policies.Assisting Manager to clear daily recon.Corresponding with Insurance Companies to cancel unwanted policies.Cancelling policies on legal accounts, crediting payment stream with increased portions to clear arrears. Sending through arrear adjustments on legal accounts.Making sure all actions to be cancel is done on a daily basisAll cancellations to be refunded by Insurance Companies.Daily recon is clear and all other tasks that might arise. Show less

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  Tractor & Grader Supplies a division of Torre Holdings (Pty) Ltd

  Feb 2006 - May 2006

  Internal Sales Administrator

  Internal Sales of Grader spare parts.Spread sheets and stock take for Director.Secretarial and admin duties to Director.Assistant to Senior Buyer/Supervisor.Assist Senior Buyer with Overseas Orders.To reach a certain target with Internal Sales. To assist Directors with all their typing and admin.

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  Wealth Management Group

  May 2006 - Sept 2006

  New Business Admin & Marketing Manager

  Client ContactAdministrationPolicy Schedules on Life Policies, RA Policies.Assist clients with Portfolio Issues.Transfer of money to foreign Countries.Prepare Marketing presentation on Gold and Kruger Rands.Invoices to Clients.I’m the contact for all Creditors, Debtors, IT (new wave).To assist our existing clients with all queries they might have.To assist Directors with all their typing and admin.Manage CEO’s dairy.

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  MFC, a division of Nedbank

  Oct 2006 - Aug 2023

   Mapping Processes for Internal and External Stakeholders. Creating test packs and identifying Gaps Consult broadly with stakeholders Build working relationships across functional lines to enhance processes and work delivery.  Collect SOP documents from all stakeholders to analyse and check if the processes are still relevant. Define activities where Gaps were found. Write CR’s internally to address Gaps. Testing in QA for Quality and also to ensure CR’s are translated correctly. Identify Risks. Map and document all new Insurance Policies with Stakeholder to ensure all systems internal and external are integrated to allow for successful file transfers and processing. Report in a weekly tracking meeting all anomalies in a collaborative way and report back in a monthly steering committee meeting. Create innovation across functional teams. Manage and set up all SFTP’s for External Stakeholders internally. Manage and drive Access Management for the department. Show less Managing 14 Staff members Staff Development, Performance Management Stretched skills and targets Multiskilling of combined teams Succession Planning Planning FUN and Informal Recognition FunctionsTeam Leader development - Mentoring Recon Management: VAP’s Refund Recon & Journals Signing of requisition on payments to Stakeholders on Sales Files. Releasing Payments for the Department QA checks on staff members work to insure al is correct and up to date. Monitoring turn-around times on cancellations and refunds. Cancellations and refunds allocation completed within 21 days for no- legal and 30 days for legal cancellations Maintaining Policies & Procedures and proper Implementation and Adherence thereof Update daily Leads stats Access Management 100% correct - Check and sign Monthly Attendance Registers compared 100% with Tag system--- Check and sign weekly Returned Mail comments on CSS Assist Head of Department with New Projects. May 2019 assisted with Office move from Sunninghill to Meadowdale. I worked closely with the PM to ensure that Furniture was delivered in time. o Ensured that GT completed the Network Cabling on schedule. o Worked closely with the Electrician to ensure all desks had the necessary plugs to run all PC’s. o Worked with Land Admin to ensure that all PC’s was packed and labelled correctly and loaded and checked again when delivered at Meadowdale. Changing Boardroom tables to fit the Boardroom better. Getting approval and motivation to have a wall built to divide the sales and admin team. Selected as Super user for Testing on Point of Sale with new Underwriter VAP’s database 100 correctness, uploading new codes for new products at Point of Sale, Bulking, Commission Factoring, Telesales. Creating split payments for all new policies to ensure we regulate all products according to the Act. Show less Managing 23 Staff Members in total.Managing 11 Outbound Staff Members, 3 Team Leader and 1 Senior Administrator and 7 Senior Administrators .The Outbound Call Centre was the first contact with the client. We aim to confirm information and clean our data before leads are sent to the Underwriters.Maintaining Policies & Procedures and proper Implementation and Adherence thereof Update daily Leads stats Access Management 100% correct - Check and sign Monthly Attendance Registers compared 100% with Tag system--- Check and sign weekly Returned Mail comments on CSS Assist Head of Department with New Projects. Selected as Super user for Testing on Point of Sale with new Underwriter Testing in QA environment to ensure systems are working before Integration and Migration for Merger between MFC and Nedbank Show less Purpose of Outbound Call Centre is too Welcome the client to MFC and to confirm all the client’s details. We also convert the client from saying No to Yes on Marketing Question so we can send Leads through to the Underwriters to Sell VAP Products.Managing 11 Outbound Staff Members, 1 TeamStaff Development, Spot checks on staff members work to insure all is correct and up to date. Assist Head of Department with New Projects. Selected as Super user for Testing new system before go live. Updating Policies & ProceduresUpdate daily Leads statsMonitoring the up loads of new policies.Access Management 100 correct---- Check and sign MonthlyAttendance Registers compared 100% with Tag system--- Check and sign weeklyPremium Recoveries Pay-outs and Recon 100%Vaps database 100 correctnessContract, Products and IGF, FSPOutboundFirst Call Resolution 80%Client reached 85%Conversions 95% QA 95%Campaign must run within 3 days from deal action date Show less Managing 7 Staff MembersIncome Management.Recon Management: AS400, Insurance Recon, Wty Recon, Debtors Other Recon. Spot check Income Report.Staff Development.Spot checks on staff members work to insure al is correct and up to date. Monitoring cancellation of all Value Added Products.Daily Tele queries involving VAP’s. Monitoring Daily Refund and Refund Schedules.Crediting clients accounts with refunds.Working out Increased portions and interest. Debiting clients accounts with new policies.Assisting Manager to clear daily recon.Corresponding with Insurance Companies to cancel unwanted policies.Cancelling policies on legal accounts, crediting payment stream with increased portions to clear arrears. Sending through arrear adjustments on legal accounts.Making sure all actions to be cancel is done on a daily basisAll cancellations to be refunded by Insurance Companies.IBIS Recon and Insurance Recon is clear and all other tasks that might arise. Personal Assistance to Senior Manager of DepartmentNCA - Make sure that all changes to Clients Account fall within the new NCA Act.Multi Skilled in Cancellations, Refund Schedules, Dealer Factoring. Draw reports for Ins pay and Rejections on Bulking for PPP and Shortfall Cover, distributing it to staffMultiskilled in splitting Inspay and Rejections and sending emails to the different underwritersAssisting Legal and Collection with PPP & Shortfall Cover queries and payments Show less Cancellation of all Value Added Products.Daily Tele queries involving VAP’s.Daily Refund and Refund Schedules.Crediting clients accounts with refunds.Working out Increased portions and interest. Debiting clients accounts with new policies.Assisting Manager to clear daily recon.Corresponding with Insurance Companies to cancel unwanted policies.Cancelling policies on legal accounts, crediting payment stream with increased portions to clear arrears. Sending through arrear adjustments on legal accounts.Making sure all actions to be cancel is done on a daily basisAll cancellations to be refunded by Insurance Companies.IBIS Recon and Insurance Recon is clear and all other tasks that might arise.Personal Assistance to Senior Manager of DepartmentNCA - Make sure that all changes to Clients Account fall within the new NCA Act.Multi Skilled in Cancellations, Refund Schedules, Dealer Factoring. Show less

  • Operational Process Manager

    Mar 2022 - Aug 2023

  • Manager: Recon, Cancellations and Premium Recoveries

    Mar 2015 - Aug 2023

  • Manage: Admin & Recon and Outbound Call Centre

    Sept 2013 - Feb 2015

  • Manager: Outbound Call Centre with MFC

    May 2011 - Aug 2013

  • Team Leader - VAP's Cancellation, Ins-oay

    Apr 2007 - Apr 2011

  • Senior VAP's Administrator

    Oct 2006 - Mar 2007
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  One Central Health

  Apr 2024 - now

  Admin Manager

  • Oversee and coordinate the administration team within the Allied Health Services Section, ensuring adherence to schedules, deadlines and operational standards.• Manage daily operations, including invoicing, client inquiries, reception duties and the supervision of admin staff to maintain high-quality performance and compliance with procedures.• Monitor and track clinic/office supplies, oversee the purchasing of resources in alignment with budget constraints and manage facility maintenance activities, ensuring smooth operations across multiple locations.• Supervise daily billing tasks, including the creation and upload of service bookings and invoices to Cliniko and Tyro platforms, ensuring timely and accurate payment processing.• Provide ongoing coaching and mentoring to staff, conduct performance evaluations and offer guidance on resolving issues such as complaints, disputes and operational challenges.• Prepare and manage comprehensive reports, manuals, correspondence and other essential documents, ensuring accurate records and up-to-date reporting for senior management and staff reviews.• Lead recruitment, training and performance evaluation efforts for admin staff, supporting the development of personnel and aligning team efforts with organisational goals.• Foster inter-departmental collaboration by regularly coordinating with other supervisors to ensure smooth communication, effective project execution and the alignment of operational activities across teams. Show less