Ley Y

Diligent and detail-oriented professional with over 4 years of experience in retail transactions, credit control, and data analysis. Proven ability to reconcile accounts, ensure invoicing accuracy, and manage customer relationships to resolve queries efficiently. Adept at identifying and implementing process improvements to enhance reconciliation procedures and maintain ledger accuracy.

Eager to leverage strong analytical and problem-solving skills to contribute to financial operations and drive accuracy within a dynamic team.

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.

BSC - Biomedical Science - Manchester Metropolitan University (2016-09 - 2018-01)

A LEVEL - Chemistry A, Biology B, Physics B - Bury College (2015-09 - 2018-05)