Part time Business Account Executive - IAM Roadsmart
(2026-05)
- Answer client and trainer telephone/email queries
- Take client bookings and payments
- Upload and create client records from Court Referral
- Raise queries with Courts via secure email
- Produce weekly reports
- Create and update Excel spreadsheets
Sales Executive - TP Extrusions
(2022-05 - 2026-01)
- Processing stock orders received via email, telephone and online
- Maintain relationships with existing customers and build rapport with new and prospective customers
- Deal with new enquiries within a timely manner
- Obtain quotes from suppliers for new custom orders and calculate and provide competitive prices to the customer upon receipt
- Obtain shipping quotations for international customers
- Produce Commercial Invoices for customers outside of the UK using Sage 50
- Produce Sales Invoices using Sage 50
- Input Suppliers Purchase Orders using Sage 50
- Produce Sales Orders, Purchase Orders and Delivery Notes using Microsoft Access
Kitchen, Bathroom and Bedroom Designer - Showroom Advisor - B&Q
(2021-10 - 2022-04)
- Providing design inspiration and support for kitchens and bathrooms
- Maintaining excellent customer service and the highest standard of professionalism
- Stock management and replenishment
- Setting up financial agreements for the clients
Case Handler – Mortgage and Protection Administrator - Mortgage & Money Brokers
(2019-06 - 2020-09)
- Liaising with Brokers, Solicitors and Underwriters
- Processing mortgage and insurance applications on provider Broker portals
- Obtaining documentation required enabling the smooth completion of mortgage
- Ensuring all files are compliant in accordance with the FCA
- Updating Archive system and Excel spread sheets
- Treat all clients' personal details with sensitivity and confidentiality
- Raising invoices fee payment
Kitchen and Bathroom Advisor - Wickes
(2018-11 - 2019-06)
- Always maintaining a professional demeanour
- Overcoming customer concerns, design issues or delivery/installation problems
- Create new customer records and maintain existing client information onto CRM, ensuring details comply with GDPR
Sales Assistant - NEXT
(2017-09 - 2018-11)
During my time with Next PLC I achieved Best Performer within Womenswear, the 5th best achiever within the store and 3rd place in store for Best Customer Feedback.
- Working collaboratively within a Sales Team
- Engaging and building a rapport with customers
- Maintaining a professional working environment and ensure the highest levels of customer satisfaction
Full time mother - Unspecified
(2000-05 - 2017-09)
raising my two children
Part time Mortgage Admin Assistant - Keith Ian Ltd
(1998-03 - 2000-05)
- Collating documentation for mortgage application
- Making client appointments, answering telephone enquiries, progressing applications with solicitors and Mortgage lenders
- Qualifying leads passed by Negotiators and arranging appointments
Mortgage Advisor - Halifax Property Services
(1996-02 - 1998-05)
- Interviewing and qualifying potential clients, advising clients of the current available mortgage rates and explaining the difference between them
- Completing the mortgage application and submitting with all necessary documentation for consideration by the Lender, ensuring to be continually compliant
- Generating referrals for Halifax Financial Advisor and Halifax Bank
Trainee Financial Advisor - Reliance Mutual Ltd
(1995-09 - 1996-01)
- Shadowing a qualified Financial Advisor to gain knowledge and understanding of how to generate new leads, interview techniques and qualifying to ascertain the clients' insurance/pension requirements
Customer Service Advisor - General Portfolio
(1991-05 - 1995-08)
I commenced in the New Business department processing the application forms and creating the client policy for the agent. Selected to join the Pension Review Team to investigate and identify the misselling of Pensions. Once the Pension Review was complete I then transferred to the Finance department.
- Referring and cases which did not comply to Compliance team for further investigations
- Attaining in-depth knowledge and understanding of Pensions
- Responsible for queuing the BACS system, dealing with returned and rejected payments, producing arrears letters, and inputting direct debit mandate details onto policyholder records
Customer Service Advisor - Aetna Life Insurance Co
(1989-08 - 1991-04)
- Working within the Existing Business team dealing with customer telephone and written enquiries
- Implementing and cancelling direct debits, queuing the BACS system, running computer programmes to generate automated letters to policyholders informing of arrears, cancelled direct debit and rejected payments
Apprentice Hairdresser - Unspecified
(1986-08 - 1989-06)
