Credit Control Assistant - Dale Underwriting Partners
(2024-09)
- Monitor Open Market aged debt monthly and chasing overdue balances via email and phone, building strong relationships with brokers and underwriting teams.
- Daily monitoring and sorting of USM messages received.
- Adhering to the Lloyds market standards in preparation for audits.
- Meeting month-end reporting deadlines and SLAs.
- Experience with Crystal, IMR, DXC Account Enquiry and Insurance Portal
Banking Representative - Reliance Bank Ltd
(2024-01 - 2024-08)
- Monitoring Personal and Business Bank Accounts
- Overseeing onboarding of new savings customers
- KYC analysis on all new customers
- Keeping strong relationships with customers and clients
Savings, Tax and Switching Team Support - Metro Bank
(2023-09 - 2023-12)
Secondment
- Re-investment and switching of Cash ISAs, Fixed term ISAs, Instant access savings account and FTD accounts in line with HMRC guidelines and SLA.
- Liaising with stakeholders such as colleagues, customers and external providers.
- Analysing transfer request forms
Mortgage Operations Support - Metro Bank
(2023-08 - 2023-08)
Secondment
- Supporting role within the Mortgage Operations team at Metro Bank
- Knowledge of systems such as T24, DPR
- Reviewing and processing mortgage applications and documents to progress these applications through the system.
- Communicating with brokers, customers, solicitors and relationship managers
AMAZE Direct Representative – Specialist 1 - Metro Bank
(2023-01 - 2023-12)
- Experience with systems such as CRM, T24, USD, 4TRESS
- Building connections and relationships with personal and business customers through the provision of excellent telephone customer support and ability to assist with banking needs such as payments, balance enquires, mobile and internet banking, fraud and scam cases and card management.
- Dealing with complaints and conducting relevant research/ following policies to solve complaints.
- Liaising with specialised departments to successfully complete requests set by colleagues and customers.
- Raising fraud/scam cases after assessing the situation, taking the relevant information and communicating with different departments to keep the bank and customers safe.
- Selected to support the Metro Bank Academy ensuring new colleagues are well trained and welcomed into the new workplace.
Business Development Manager Intern - SanSys Technologies
(2023-08 - 2023-12)
- Recruitment /sales telephone work sourcing potential clients
- Email/social media communication
- Presentation development
- Operational day to day activity
- Connecting with people on LinkedIn
- Generating suggestions, seeking company improvement
