Lizanne Roux-Coram

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Lizanne Roux-Coram

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  • Preferred : UTC+2
  • Expected : 800 USD/Month
  • Updated 4 months ago

Data Entry Specialist - Property Management

  • Age : 46 Years Old
  • Gender : Female
  • Educational Attainment :- diploma
  • Availability :- 40 Hours/week
  • Experience :- 5 years in freelance typing and data entering Years

 

NAME: LIZANNE ROUX

IDENTITY NUMBER: 770130 0013 089

NATIONALITY: SOUTH AFRICAN

CONTACT DETAILS: 0824465919

EMAIL: [email protected]

ADDRESS: 119 WOODGATE ROAD, PLUMSTEAD

MARITAL STATUS: SINGLE

DEPENDENTS: 0

DRIVERS LICENSE: EB & A

 

 

 

 

 

 

 

 

 

 

 

 

PROFILE:

I have always been able to work independently, but active within a group, where ideas are thrown around, problems are solved together and future plans of improvement are formed.

I enjoy challenges and customer service can be very challenging at times, but I strive to providing an excellent service to customers/clients, enjoying to go that “extra mile”.

I am very organised and meticulous by nature.

Working as a vital part of a team is important to me.

I enjoy outdoor activities like snorkelling, cycling and beach walking. A nice homemade meal and good wine with friends and family is what keeps me grounded.

 

CURRENT STUDIES:

2023 – Started 1st year Financial Accounting Correspondence Diploma with ICB.

EMPLOYMENT HISTORY:

FREELANCE: Transcription secretary

1.       Typing documents from voice recordings

2.       Proof reading

3.       Submitting within strict deadlines

AUGUST 2022 – 2023: WeTrade Property

Job description:

Taking on the roll as the Office Manager and Portfolio Manager for Developments, Rental agents and Sales agents.

Working strictly within the boundaries of the PPRA, Sectional Title Act, Sectional Title Management Act and CSOS Act.

My duties include:

1.       Receiving and responding to all email enquiries.

2.       General office management, including filing of hard and digital sales and rental transactions documentation.

3.       Implementing POPIA and FICA requirements.

4.       Sending out general notices to property owners.

5.       Handling disputes.

6.       Site meetings with owners or Trustees to discuss maintenance projects and management of complex.

7.       Setting up AGM’s, calculating budgets and sending out all necessary documents relating to the AGM within the required time frame.

8.       Attending AGM’s, chairing AGM’s and minuting meetings.

9.       Arranging and minuting Trustees Meetings.

10.   Using WeConnect System to send out levy statements, utilities, add interest and legal fees to accounts where necessary.

11.   Draw up credit notes when required.

12.   Managing the cashbook and journal entries.

13.   Administrating new rental accounts using PayProp and WeConnect.

14.   Supplying Levy Clearance Certificates to Conveyancing attorneys when requested.

15.   Preparing all financial documents, for the auditors when it is the financial year end of the complex.

16.   Handling any queries from the auditors.

17.   Capturing audit adjustments after auditors has completed the AFS.

18.   Hosting and minuting weekly staff meetings, where we discuss problems and find solutions.

19.   Meeting with owners or tenants to negotiate payment plans on arrear levies.

20.   Handing over arrear accounts on instruction from Trustees/Property owners to collection attorneys for collection.

21.   Receiving all insurance schedules for both building and fidelity insurance and confirming with Trustees that they approved the insurance schedules.

22.   Drawing up resolutions as required.

23.   Administrating OTP’s and following transactions on property sales, using PropCtr and Lexis.

 

AUGUST 2022 – 2023: ALPC

As a portfolio manager, I manage a group of 23 complexes currently.

Job description:

Taking on the roll as the administrator to the Trustees.

Overseeing maintenance projects.

Working strictly within the boundaries of the Sectional Title Act, Sectional Title Management Act and CSOS Act.

My duties include:

24.   Receiving daily emails from Trustees sending me instructions relating to the management of their complex.

25.   Sending out general notices from the Trustees to the rest of the owners of a complex.

26.   Handling conflict within the complex and sending warning notices where necessary within the scope of the Conduct Rules, STA and STSM.

27.   Corresponding with the maintenance administrator relating to numerous maintenance issues that needs to be delt with, and following up on current maintenance projects.

28.   Communicating with contractors when the maintenance administrator needs my assistance to do so.

29.   Site meetings with owners or Trustees to discuss maintenance projects.

30.   Setting up AGM’s, calculating budgets and sending out all necessary documents relating to the AGM within the required time frame.

31.   Attending AGM’s, chairing AGM’s and minuting meetings.

32.   Arranging and minuting Trustees Meetings.

33.   Using BCM Track, I monthly send out levy statements, utilities, add interest and legal fees to accounts where necessary.

34.   Draw up credit notes when required.

35.   Capturing all payments and expenses from the bank statements using BCM Track.

36.   Welcoming new owners to the complex and adding them to BCM Track.

37.   Supplying Levy Clearance Certificates to Conveyancing attorneys when requested.

38.   Preparing all financial documents, using BCM Track, for the auditors when it is the financial year end of the complex.

39.   Handling any queries from the auditors.

40.   Capturing audit adjustments after auditors has completed the AFS.

41.   Attending weekly staff meetings, where we discuss problems and find solutions.

42.   Setting up Zoom meetings with Trustees whenever required.

43.   Meeting with owners to negotiate payment plans on arrear levies.

44.   Handing over arrear accounts on instruction from Trustees to collection attorneys for collection.

45.   Receiving all insurance schedules for both building and fidelity insurance and confirming with Trustees that they approved the insurance schedules.

46.   Drawing up resolutions as required.

Experience
2011 till current
Portfolio Manager and Rental data entry specialist at Estate Agency - WeTrade Property and Annette Laing Property Consultants

Immediately available to assist you with any data entry requirements.

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