Xolani Shilubana

Verified client documentation for FICA compliance and managed end-to-end documentation workflows. Coordinated with attorneys, credit analysts, and developers to keep files audit-ready and on schedule.

Pre-qualified clients and performed affordability/credit analysis. Verified documentation for FICA compliance and compiled origination files for bank review.

Managed client-facing call and document administration, tracked client status registers on Halo CRM, and trained new staff. Stepped into supervisory duties in the line manager's absence.

Sourced and qualified leads from marketing campaigns, delivered presentations, and managed client pre-qualification and financial statement analysis.

Drove new business acquisition through direct client calls and presentations, and cross-sold secondary lending services to existing clients.

Managed client data capture and quality assurance on the Halo platform, and handled branch operations and phone coverage.

Managed FICA validation and compliance submissions with external legal panels, and built internal dashboard analytics tracking approval/decline trends.

Handled high-volume inbound calls, patient invoicing, and credit-control collections. Processed electronic medical aid claims and maintained client records.

Designed and delivered lesson plans in English and Mathematics, preparing adult learners for IEB certification exams.

Pursued a Diploma in Architectural Draughting but did not complete the program.

Pursued a Diploma in Commerce but did not complete the program.

Completed the GCE 'O' Level Certificate.