Amanda Botha

Experience

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  FNB South Africa

  Aug 2005 - Aug 2010

  Customer Service

  Serving clients with queries and their day to day financial transactions Opening new accounts (sales) as well as keep my day to day admin up to date Which include:Creating profiles for all clientsRegularly updating their details Making sure they are FICA compliantCreating their files with all documentation required and filing them immediately.homeloan application and checking client affordability assessments.

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  Old Mutual Group

  Apr 2013 - Sept 2013

  Financial Advisor

  Duties Include: Managing clients portfolio Assisting clients with financial needs analysisCold calling and getting new client s to sign up with Old mutual Managing client relations

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  Orange Cash Loans

  May 2015 - Mar 2016

  Compliance Admin Controllor

  duties include: : Maintenance of an adequate system of accounting records Comprehensive set of controls and budgets designed to mitigate risksEnhance accuracy of the company’s reported financial resultsResponsible for cash management and risk managementRecommend benchmarks against which to measure the performance of company operations Calculate and issue financial and operating metrics Monitor debt levels and compliance with debt covenants Ensure that the branch managers is fully trained regarding his/her responsibility in your absence Ensure that all duties is performed by the branch manager as stipulated in their job descriptions Show less

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  Ver-tex solutions

  Apr 2016 - now

  Portfolio Manager