Overview
Work History
Education
Certification
Diploma
Timeline
Generic

Marnise Prelene Matthys

Windhoek-Khomas

Overview

11
11
years of professional experience

Work History

Credit Officer

Bank Windhoek
04.2019 - Current

• Assist in the management of client relationships by ensuring that clients are handled in a professional manner and information provided is correct.

• Assist in identifying cross-selling opportunities and to refer such opportunities and leads to the relevant departments

• Assist in developing and reinforcing a sales culture in the branch.

• Responsible for effective and efficient administration of credit activities as per allocated client portfolio in compliance with the Bank’s credit policy and procedures in order to contain credit risks as per Balanced Score Card

• Capturing of credit overdraft facilities;

• Preparing and printing facility letters on approved facilities;

• Sending signed off applications to HO Credit;

• Drawing up basic collateral documents;

• Overdraft applications;

• Reviews;

• Daily reporting’s;

• Checking of daily credit reports.

Senior Credit Clerk

Bank Windhoek
03.2017 - 03.2019
  • Improved credit processing efficiency by reviewing and verifying customer credit applications.
  • Enhanced company''s risk management by evaluating creditworthiness of clients and recommending suitable credit limits.
  • Ensured timely collection of payments through consistent follow-ups with delinquent accounts.
  • Streamlined the credit approval process, reducing turnaround time for decisions on new account applications.

Admin Support Clerk

Bank Windhoek
01.2014 - 02.2017

Monthly Recons from Finance on request

• Ensures that all documents are received when closing and transferring cheque/savings/investment and general ledger accounts.

• Carry out all instructions from clients accurately and on time and forward for checking.

• Update and complete cheque/savings/investment and general ledger opened and closed register and forward for checking.

• Carry out instructions received for the reservation of funds timeously and correctly and references are made where necessary. Forward for checking.

• Carry out account transfer instructions correctly and forward for checking.

• Carry out account closure instructions correctly and forward for checking.

• Carry out instructions in connection with returns timeously and accurately and forward for checking.

• Check and file all cheques in excess of N$2 000 correctly and dispatch bank statements on time (rural only).

• Sees to it that debit and credit entries and internal transfers are effected with the necessary authorization and signatures.

• Attend to lists and reports daily and rectified as per laid down procedure.

• Ensures that costs are recovered according to guidelines.

• Handle all customer queries received from service areas/direct telephone relating to cheque/savings/investment and general ledger accounts.

• Keep filing of client’s confidential files, cheque books and cheque/savings/investment and general ledger related documentation up to date, correctly and timeously.

• Action stop payments en stop orders in accordance with procedures.

• Do system changes on RIM correctly.

• Undertake amendments to mandates and forward for checking.

• Verify/Authenticate clients’ signatures before transactions can be processed on all accounts.

Admin Support Temp

Bank Windhoek
06.2013 - 01.2014

• Transfer of accounts

• Closing of accounts

• Relieving at enquiries

• Attending to referrals

• Checking of stop orders and notices

• Paying out of notices

• Checking of monthly fillings

• Closing of accounts

• Internal transfers

• Transfer of accounts

Education

MANCOSA - Bcom Financial Management

PK De Villiers High School
Keetmanshoop
05.2023

Certification

Bank Windhoek Retail Admin & Mandates

Diploma

Bank Windhoek Credit Development Programme

Timeline

Credit Officer

Bank Windhoek
04.2019 - Current

Senior Credit Clerk

Bank Windhoek
03.2017 - 03.2019

Admin Support Clerk

Bank Windhoek
01.2014 - 02.2017

Admin Support Temp

Bank Windhoek
06.2013 - 01.2014

MANCOSA - Bcom Financial Management

PK De Villiers High School
Marnise Prelene Matthys