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Cape Town: Financial Data Capturer posted by The Skills Mine

Cape Town: Financial Data Capturer posted by The Skills Mine

Posted on 2025-07-04 00:00:00

Employer The Skills Mine
Category Banking
Location Western Cape  / Cape Town

Job Summary

Requirements

  • A Matric certificate, with Accounting as a subject or included in a formal qualification, is advantageous
  • Prior experience in Banking, Accounting, or Finance is an added advantage

Responsibilities

  • Responsible for capturing application demographics (e.g., company/owner information) onto Salesforce system
  • Ensure performance standards are met within agreed turnaround times and service level agreements
  • Check credit bureau reports for discrepancies and take appropriate action
  • Verify that applications submitted reflect the correct record type by cross-checking with industry and bank statements
  • Convert PDF bank statements
  • Capture bank statement information onto Salesforce
  • Capture gross turnovers and update Excel calculators and Salesforce
  • Analyse bank statements for unpaid items, excesses, rental, franchise, VAT payments, and capture on Salesforce
  • Manage own workflow of applications in the data capture stage and notify Team Leader/Manager of anomalies

Click Go Apply to apply online!


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