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DIVISION: Equipment Finance

JOB TITLE: Collections and Client Relations Consultant

MANAGER: Supervisor: Collections and Client Relations




  • The collection of the equipment finance debtors’ book timeously to minimise bad debt while maintaining a good relationship with clients.

  • To give client-orientated service and develop good relationships to create cooperation with internal and external clients. 



  1. Collection of debtors book;

  2. Maintenance of debtors accounts;

  3. Handing over of accounts to Legal department;

  4. Preparation of settlements;

  5. Preparation of delegations;

  6. Dealing with all enquiries and queries regarding the business to enhance excellent client service; and

  7. Assist with ad-hoc functions.



1. Collection of debtors book

  • Manage a book of approximately 3 000 clients;

  • Collect direct payments telephonically;

  • Collect ACB payments via debit order system; and

  • Ensure decent product knowledge is gained in order to effectively collect on different products, e.g. Taxi deals, Sole Props, Lease agreements, Evergreens, etc.


2. Maintenance of debtors book

  • Sending out monthly invoices/statements both automated and manually generated;

  • Processing of journals to correct clients’ accounts;

  • Uploading of different bank statements into the operating system in order to do allocations of payments and ensure that the bank statement balances to the debtors transactions;

  • Reconciling debtors accounts;

  • Preparing files for hand over to legal department;

  • Preparing and collating documentation for delegations;

  • Dealing effectively with all enquiries and queries via telephone, e-mail, official letters, etc.

  • Updating client details regarding contact details, banking details, addresses etc. on system;

  • Maintain detailed record of events on system by making necessary notes in note screen;

  • Ensure that all warning letters are generated and sent to delinquent clients; and

  • Ensure that refunds are done accurately and the rules regarding refunds are complied with.


3. Handing over of accounts to legal department

  • Do proper investigation to establish valid handovers e.g. ITC enquiries for adverse, contacting the landlord and the suppliers for references;

  • Prepare files for hand-over to legal department after all necessary steps were followed to prevent the file from going legal; and

  • Ensuring that full exposure is dealt with and handed over.


4. Preparation of settlements/terminations

  • Ensure that the settlement quote equals the payment received so as to eliminate any losses on settlements;

  • Prepare settlements for approval and effect on the system after approval;

  • Termination of accounts and generating ownership and market value invoices; and

  • Ensure the return of equipment where clients do not require ownership.


5. Preparation of delegations

  • Ensure proper understanding of legal requirements in order to establish if a delegation is appropriate;

  • Prepare and collate all documentation necessary to do a delegation; and

  • Ensure that new clients’ details are updated and correct after a delegation is completed.


6. Dealing with all enquiries and queries regarding the business to enhance excellent client service

  • Ensure proper understanding of all aspects of the business in order to provide clients with the best service and advice; and

  • It is requirement to respond within the allowed time frame, to be friendly, professional at all times and not just meet the clients’ expectation but to surpass them.


7. Assist with ad-hoc functions

Assist wherever and whenever necessary with:


  • Checking new business journals to ensure the correctness of interim rentals charged, first instalment due date, debit order loaded, generating invoices and to be pro-active in contacting new clients;

  • Finalising ad-hoc debit order run;

  • Billing of KMG’s Insurance; and

  • Any ad-hoc functions that might come up in the collections department.




  • Minimum matric/GR12 certificate;

  • At least three years’ previous credit control experience with credit control being the last/current position;

  • Advantageous to have Cred 1 and 2;

  • Able to work independently and yet as part of a team;

  • Computer literate on Word, Excel and Outlook;

  • Able to work under pressure;

  • Accuracy in term of numbers;

  • Good organisational skills;

  • Need to have excellent problem solving skills;

  • Self-motivated;

  • Excellent communicator, both telephonically and written; and

  • Follow-through and perseverance.



Cost to Company.


Interested applicants can forward their CV by no later than 27 April 2017.


*Please consider your application unsuccessful if you have not received a response within two weeks of submission.

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