Purpose:

A financial services company is seeking a Soft Collections Consultant to manage a caseload of funded clients, monitor their accounts for red flags, follow up on overdue amounts, and resolve queries and complaints relating to repayments. This is a frontline, client-facing role that combines investigative thinking with clear, confident communication

Key Job Outputs:

• Monitor client activity, performance and turnover post-funding to identify red flags in payment behaviour or business conduct
• Investigate and clarify the cause of any delays, concerns or changes identified (e.g. payment delays, turnover fluctuations), reporting findings back to the team
• Monitor accounts receivable, identify overdue accounts, and contact customers to collect outstanding amounts or negotiate payment plans
• Use investigative tools and techniques to locate and re-establish contact with uncontactable customers
• Maintain accurate records of client contact, collection attempts and payments received, and resolve customer queries and complaints relating to repayments
• Compile and submit regular reports on the status of overdue accounts and repayment progress

Core Competencies:

• Clear, confident verbal communication
• Negotiation skills
• Problem-solving and critical thinking
• Ability to build trust and rapport quickly with clients
• Probing/investigative skills to obtain clear, honest explanations from clients
• Resilience and composure when handling sensitive payment conversations

Qualifications:

• Matric essential.
• A business-relevant diploma or degree is advantageous but not required

Experience:

• 3-4 years' experience in a customer service environment
• 3-4 years' experience in collections
• Working understanding of basic bookkeeping principles, including payment terms
• Prior experience in SME/B2B finance, lending, or a fintech environment is advantageous
• Familiarity with CRM/collections systems (e.g. Salesforce) is advantageous

Salary: Market related

Should you not hear from us within 2 weeks, kindly consider your application as unsuccessful.

All personal information received will be processed in accordance with The Protection of Personal Information Act No. 4 OF 2013