Jobs at Intelligent Debt Management

Key responsibilities:

• Work closely with Product Owners, Business Analysts and key stakeholders to brainstorm solutions to challenging problems
• Translate concepts into user flows, wireframes, mockups, and UI designs that clearly illustrate how the digital products function and look
• Communicate UI mockups and designs effectively to key stakeholders
• As the Product Designer for Digital Technology, make vital decisions about the UI and UX of the platforms
• Create and maintain brand design systems for platform-wide usage
• Identify UX problems
• Optimise UX based on user feedback and data-learnings
• Prepare and handoff final assets to developers
• Bonus skill: Creating original design elements (e.g. illustrations, images, sketches, and tables) according to corporate brand guidelines
• Bonus skill: planning and conducting user research in a variety of formats, including surveys, remote and in-person user testing

Role requirements:

• A graphic design qualification from a reputable institution or relevant tertiary qualification
• At least 5 years of relevant work experience
• Expert knowledge in standard UI/UX software such as Figma and Adobe Create Suite
• Expert knowledge of user-centred design principles and mobile-first design
• Strong interpersonal skills
• Natural problem-solver
• Excellent written and verbal communication skills
• Meticulous attention to detail while keeping an eye on the big picture
• Ability to:
  • iterate design solutions efficiently and intelligently
  • effectively work across multiple products
  • function with a high degree of autonomy 
  • work with company brand guidelines

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• This specialist will assist with the management and maintenance of four main areas, namely: our lead management service (LMS), lead source and groupings, Outbound strategy and rollout, and model rollouts and monitoring. The above includes monitoring and adjusting dialling rules, monitoring quality of lead queues and maintaining user groups, moving teams to relevant campaigns, creating and labelling new campaigns, creating core visualisations, and collaborating with Data Scientists to deploy, monitor and report back on models. The above would require efficient collaboration with multiple stakeholders including IT, Dev, Projects, and senior management.

The role will entail:

• Providing actionable insights that will drive growth
• Independent management of LMS rules from a business expectation perspective
• Ownership of lead dialling and prioritisation rules
• Maintain and improve lead source management practices
• Action changes on lead source visualisations and reports
• Monitor and report on lead pool status and quality
• Implement Outbound strategy and list activities
• Develop monitoring for any models rolled out within the onboarding area
• Presenting insights and performance history on a weekly/monthly basis
• Conducting investigations and analysis for senior management
• Ad hoc projects from Team Leaders

Desired Background:

• 1-2 years of experience in analytics
• 1-2 years of experience in SQL
• Practical experience in problem solving and delivering insights
• Knowledge of various analytical tools
• Ability to work with large datasets
• Experience with data visualisation tools
• Proficient in Microsoft Office Tools
• Great communication and presentation skills

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• What is a Credit Management coach, you may ask? A Credit Management Coach is someone who provides expert guidance and coaching to individuals who want to improve their credit score and overall financial well-being as support to the digital platform (Sanlam Credit Solutions and JustMoney). The Credit Management Coach will work one-on-one with clients to help them understand their credit reports, identify areas for improvement, and develop personalized strategies to boost their credit score, while aligning their financial goals with suitable financial wellness solutions available on the digital platform. A Credit Management Coach shall have to be able to multi-task while also being a strong verbal and written communicator.             
• The digital platform offers various credit solution through their Partners, such as personal loans, home loans, vehicle finance, and credit cards. These solutions are designed to meet the diverse financial needs of their clients, allowing them to access funding for personal expenses, purchase a home or car, or manage their day-to-day expenses through credit cards; while always taking into account the financial circumstances and creditworthiness of individuals when evaluating the financial needs of the client and recommending the appropriate credit, insurance or financial planning.

Key Responsibilities:

• Providing solutions and recommendations to clients’ financial problems by acting as intermediary between various product partners.
• Identifying solutions that clients may require through discussions around what the client may need to reach their financial goals.
• Using the WebChat platform to engage and identify needs for financial assistance and help resolve client queries.
• Assisting with client queries through email communication.
• Transferring live calls to various solutions Partners
• Handling Inbound and Outbound calls to client who require financial assistance and recommendations of solution partners.

Requirements  

Key Requirements:

• Degree advantageous
• Knowledge on the National Credit Act and FAIS Act (highly beneficial)
• Knowledge on financial services products; including but not limited to credit facilities and debt counselling

Key competencies:

• Strong verbal and written communication skills
• Must be client centric
• Strong time management skills
• High attention to detail and strong analytical skills
• The ability to prioritise and handle multiple tasks at the same time.
• Target driven with a focus on achieving set goals
• Collaborative team player with the ability to work well in a team environment
• Willingness to work flexible hours

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Skills and Competencies we are looking for:

• Driven and goal oriented.
• Adaptability, resourcefulness, and organisation skills.
• Assertiveness and empathy.
• Active listening and good time-management skills.

Responsibilities:

• Contact clients who have made enquiries with the company to gather information about their financial situation.
• Assessing client financial information to determine their financial position.
• Make outbound calls to potential clients.
• Manage consumer engagements on our various platforms and/or Outbound Channels.
• Provide excellent customer service and manage client expectations accordingly.
• Transfer eligible consumers to our expert Financial Consulting team to complete a thorough assessment.

Requirements:

• Bachelor's degree/National Diploma.
• Computer Literate.
• Excellent communication skills, both written and verbal.
• Motivated to grow into the Financial Consulting team.
• Experience in a customer service or previous sales role will be advantageous.
• Problem-solving skills.
• Proficient in Microsoft Office would be advantageous.
• Ability to work independently and as part of a team.
• Growth mindset and a desire to learn.

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• The role of the successful candidate will be as a Reporting Accountant for the Financial Services department and will report directly to the Head of Finance. The candidate will also be a strong support to the Head of Financial Services and will assist in reporting for the division. The candidate must be highly efficient, energetic, motivated, ambitious, and willing to learn, as well as being prepared to make a commitment to the business in the medium to long term.

Key Responsibilities:

Responsibilities include, but are not limited to:

• FS management reporting, including segmental reporting.
• Fair value calculation for insurance cell captive.
• Consolidated accounting, reporting and interpretation for all insurance entities.
• Tracking and monitoring the Insurance businesses.
• Preparation and review of various reports including AFS, Audit, Risk, Compliance etc
• Bank reconciliations for insurance business. Reconciling premiums and claims bank accounts and review of Bordereaux submissions.
• Payment of Claims and Reconciliation of claims account to board submissions.
• Calculation of the claims reserve.
• Year end audit responsibilities i.e. liaising with auditors and assisting with the preparation of Annual Financial Statements.

Support the Head of Financial Services with the management and co-ordination of the following activities in the division, in conjunction with managers and consultants providing various services:

• Risk , Internal Audit, Compliance, Actuarial, Finance, Internal controls, Internal Financial Controls, Cell captive reports & reporting, Tax, VAT, Regulative and Legislative matters etc.
• The incumbent will work closely with members of the Financial Services Team, the DebtBusters Team, ExCo, external consultants and various internal and external service providers.
• Supporting Finance Manager and Head of Finance with ad hoc projects.

Key Competencies

• Qualified CA (SA) with 2 years post articles experience.
• Experience in the insurance industry, with knowledge of IFRS 17.
• Be fluent in spoken and written English.
• Have strong attention to detail and accuracy.
• Have strong planning, organizing and time management skills.
• Be able to work independently as well as be a team player.
• Be able to multi-task effectively.
• Have strong communication and interpersonal skills.
• Be self-motivated, by taking an interest in the job, and obtaining satisfaction from the achievement of a job well done.

go to method of application »

• What is a Credit Management coach, you may ask? A Credit Management Coach is someone who provides expert guidance and coaching to individuals who want to improve their credit score and overall financial well-being as support to the digital platform (Sanlam Credit Solutions and JustMoney). The Credit Management Coach will work one-on-one with clients to help them understand their credit reports, identify areas for improvement, and develop personalized strategies to boost their credit score, while aligning their financial goals with suitable financial wellness solutions available on the digital platform. A Credit Management Coach shall have to be able to multi-task while also being a strong verbal and written communicator.             
• The digital platform offers various credit solution through their Partners, such as personal loans, home loans, vehicle finance, and credit cards. These solutions are designed to meet the diverse financial needs of their clients, allowing them to access funding for personal expenses, purchase a home or car, or manage their day-to-day expenses through credit cards; while always taking into account the financial circumstances and creditworthiness of individuals when evaluating the financial needs of the client and recommending the appropriate credit, insurance or financial planning.

Key Responsibilities:

• Providing solutions and recommendations to clients’ financial problems by acting as intermediary between various product partners.
• Identifying solutions that clients may require through discussions around what the client may need to reach their financial goals.
• Using the WebChat platform to engage and identify needs for financial assistance and help resolve client queries.
• Assisting with client queries through email communication.
• Transferring live calls to various solutions Partners
• Handling Inbound and Outbound calls to client who require financial assistance and recommendations of solution partners.

Requirements  

Key Requirements:

• Degree advantageous
• Knowledge on the National Credit Act and FAIS Act (highly beneficial)
• Knowledge on financial services products; including but not limited to credit facilities and debt counselling

Key competencies:

• Strong verbal and written communication skills
• Must be client centric
• Strong time management skills
• High attention to detail and strong analytical skills
• The ability to prioritise and handle multiple tasks at the same time.
• Target driven with a focus on achieving set goals
• Collaborative team player with the ability to work well in a team environment
• Willingness to work flexible hours

go to method of application »

Key Responsibilities:

• Resolving client queries dealing with:
• Debt counselling;
• Additional financial services/products;
• The National Credit Act;
• Short/non-payment queries;
• Payment and debit order queries;
• Balances;
• Credit reports.
• Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank accounts, credit monitoring tools, and other products
• Driving towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times;
• Educating and referring clients to the Company self-service client portal;

Key Requirements

• 1 year Client Service Experience
• Diploma/Degree in Financial Services Industry advantageous
• Excellent Communications skills verbal and written
• Excellent Problem solving skills
• Criminal and Credit Clear