RETAIL TRANSACTIONS DATAANALYST - New England seafood international ltd - London
(2023-04 - 2024-07)
- Reconciled all retail customer accounts efficiently and punctually.
- Contributed to overall company performance by ensuring the accuracy of retail customer invoicing.
- Tracked, monitored, and progressed retail quantity discrepancies in a timely manner.
- Assisted in the maintenance of retail ledgers, ensuring their accuracy, currency, and tidiness at all times.
- Provided accurate reporting on the current state of retail ledger quantity claims, including foreseeable challenges related to delivery quantities.
- Explored and implemented new processes for account quantity discrepancy reconciliation and accrual as required.
- Maintained relationships with both internal and external customers via phone, email, and customer portal to facilitate prompt resolution of queries.
- Completed weekly reconciliations between goods despatched and goods receipted by retail clients, reporting any differences internally and pursuing resolution with clients for inaccurate receipting.
- Reviewed depot claims from retailers, validating their accuracy or challenging clients on invalid claims.
- Identified and addressed problematic transactions early to enable prompt corrections and ensure timely payment of invoices/debit notes.
- Raised retail credit notes and invoice adjustments promptly and with proper authorisation.
- Reported accurately on process errors and failures, identifying reasons for customer transaction failures and proposing procedural changes to management to prevent recurrence.
- Regularly briefed the Retail Account Credit Control Supervisor on the status of customer accounts and potential issues affecting payment terms.
- Established excellent communication channels with customers' finance and administration departments for streamlined operations.
- Conducted constructive discussions to resolve problems swiftly.
- Leveraged online portals for retail customers effectively where applicable.
- Continuously reviewed all procedures to identify opportunities for efficiency improvements.
CREDIT CONTROLLER - ANS Group Limited - Manchester
(2022-04 - 2023-04)
- Chased overdue debts via telephone and email, maintaining accurate and up-to-date records of customer contracts.
- Ensured all accounts operated within agreed payment terms, devising and implementing solutions and necessary actions.
- Communicated with customers in a clear, constructive, and engaging manner.
- Utilised Sage for public cloud customer accounts.
- Managed live accounts for over 3,000 customers.
- Handled mailboxes while managing incoming and outgoing customer calls.
- Produced and dispatched invoices, statements, and credit notes to customers.
- Updated customer portals with invoices as required.
- Provided administrative support and necessary training to colleagues.
- Managed direct debits and processed bounced direct debits on a weekly schedule.
- Performed daily bank reconciliations with a high degree of accuracy.
- Reviewed and reported on Aged Receivables weekly and at month-end.
- Produced weekly and monthly performance dashboards.
- Effectively communicated with internal and external stakeholders.
- Achieved individual and group targets consistently.
- Demonstrated strong organisational and time management skills.
- Worked effectively both independently and as part of a team.
- Engaged in business-to-business transactions.
- Handled dealings with international customers.
- Resolved customer queries efficiently.
CLIENT OPERATIONS COORDINATOR - Isoqar - Manchester
(2022-01 - 2022-03)
- Managed data administration tasks.
- Oversaw customer account and registration management.
- Provided field administration support and generated audit report templates.
- Coordinated workflows between departments.
- Managed mailboxes efficiently.
- Generated progress reports for Senior Management.
- Scheduled client meetings and appointments.
COLLECTION ADMINISTRATOR - Oodle car finance - Manchester
(2021-09 - 2021-12)
- Maintained and updated digital files meticulously.
- Prioritised daily workload effectively.
- Prepared data for management using Excel and Salesforce.
- Adhered to established administrative processes and procedures.
- Completed tasks in compliance with Oodle guidelines and regulatory requirements.
- Liaised and collaborated with various Oodle colleagues and teams.
- Dispatched letters, SMS, and emails to customers.
- Issued Notice of Defaults (NODs), defaults, and terminations to customers with outstanding debts.
- Sent income and expenditure forms to customers.
- Contacted customers in arrears to discuss arrangements for getting back on track.
- Established appropriate, sustainable, and compliant repayment arrangements.
- Addressed failed payment arrangements in a timely and appropriate manner.
- Managed customer changes in circumstances.
- Met Key Performance Indicators (KPIs) set by the business.
- Contributed to individual and team targets.
COLLECTION ASSISTANT - Lex Autolease (lloyds banking group) - Manchester
(2021-03 - 2021-09)
- Collected arrears via telephone, letter, and email, adhering to pre-set metrics and credit risk policy.
- Maintained accurate customer diary histories and collections schedules in line with audit requirements.
- Handled internal queries regarding payments.
- Ensured customers made timely payments.
- Negotiated repayment plans with customers.
- Developed procedures and policies to ensure timely payments while maintaining high customer retention.
- Managed all aspects of direct debit administration within agreed timelines and policy.
- Collaborated with all areas of the department and business to maximise dispute resolution and associated performance against internal Service Level Agreements (SLAs).
- Cultivated stakeholder relationships, both internally and externally.
ADMINISTRATION - Marsh & Mclennan - Manchester
(2020-01 - 2020-03)
- Scanned and archived documents.
- Filed documents systematically.
- Performed data input into databases.
- Updated Excel spreadsheets accurately.
- Managed office supply inventory and replenishment.
- Greeted and welcomed visitors.
- Organised and set up conference rooms.
ESSENTIAL BANKER - Barclays branch - Manchester
(2019-05 - 2019-08)
- Managed the banking hall operations.
- Greeted customers, addressed inquiries, and received compliments.
- Provided counter services, including handling cash transactions.
- Managed time effectively to meet customer demands.
- Exceeded customer expectations through proactive service.
- Acted as a counter Champion, overseeing operations behind the counter.
- Engaged customers in detailed discussions about products, services, and channels.
- Adhered strictly to established procedures.
- Maintained up-to-date knowledge through ongoing training.
MORTGAGES - RBS - Manchester
(2018-12 - 2019-03)
- Initiated warm calls to customers via telephone.
- Managed inbound and outbound customer calls.
- Built rapport with customers.
- Exceeded personal targets.
- Demonstrated self-motivation in daily tasks.
- Organised and managed files and paperwork efficiently.
KIOSK ASSISTANT/TEAM LEADER - Manchester united - Manchester
(2013-01 - 2015-12)
- Ensured daily duties were completed to exceed set standards.
- Maintained operational readiness of all kiosks and jackpot machines, troubleshooting issues as required.
- Contacted appropriate personnel for unresolved machine issues and followed up to ensure resolution.
- Communicated variances, problems, ideas, and concerns to management concisely and punctually.
- Proficiently recorded all transactions in the automated accounting system, ensuring correct paperwork and reporting deviations or errors according to MICS.
- Monitored kiosk room supplies and informed the Kiosk Manager of replenishment needs.
