Experience

Cura Homecare and Cura Commercial

• United Kingdom
• Construction
• 1 - 100 Employee

• Credit Control Manager

  • Jul 2020 - Present

  • Managing the sales ledger and aged debtor book within the fluid and dynamic construction & after-care industry, working to collect invoice payments in an efficient and timely manner. • Allocation of debtor payments and ongoing reconciliation via submission of client statements. • Strong collaboration with internal stakeholders to identify areas of improvement with the processes leading to invoice submission, leading to reduced invoice queries and prompter client… Show more • Managing the sales ledger and aged debtor book within the fluid and dynamic construction & after-care industry, working to collect invoice payments in an efficient and timely manner. • Allocation of debtor payments and ongoing reconciliation via submission of client statements. • Strong collaboration with internal stakeholders to identify areas of improvement with the processes leading to invoice submission, leading to reduced invoice queries and prompter client payments. • Professional and lasting relationships with our clients, ranging from Purchase Ledger, to Customer Care and Site Management - working effectively to identify and resolve queries at the earliest opportunity. • Maintaining absolute attention to detail with management of client accounts via Quickbooks, ensuring avoidance of discrepancies and an up-to-date position at all times. • Close collaboration with our Invoice Discounting provider, submitting monthly ledger reconciliations and monitoring restrictions to facility impacting on availability. Show less • Managing the sales ledger and aged debtor book within the fluid and dynamic construction & after-care industry, working to collect invoice payments in an efficient and timely manner. • Allocation of debtor payments and ongoing reconciliation via submission of client statements. • Strong collaboration with internal stakeholders to identify areas of improvement with the processes leading to invoice submission, leading to reduced invoice queries and prompter client… Show more • Managing the sales ledger and aged debtor book within the fluid and dynamic construction & after-care industry, working to collect invoice payments in an efficient and timely manner. • Allocation of debtor payments and ongoing reconciliation via submission of client statements. • Strong collaboration with internal stakeholders to identify areas of improvement with the processes leading to invoice submission, leading to reduced invoice queries and prompter client payments. • Professional and lasting relationships with our clients, ranging from Purchase Ledger, to Customer Care and Site Management - working effectively to identify and resolve queries at the earliest opportunity. • Maintaining absolute attention to detail with management of client accounts via Quickbooks, ensuring avoidance of discrepancies and an up-to-date position at all times. • Close collaboration with our Invoice Discounting provider, submitting monthly ledger reconciliations and monitoring restrictions to facility impacting on availability. Show less



HSBC Retail Banking and Wealth Management

• Relationship Manager

  • Jun 2018 - Jun 2020

  Relationship Manager for a portfolio of approximately 1200 HSBC Premier Customers. Working from a Premier hub in Whiteley, Hampshire. • Consistently met challenging department targets using excellent rapport building, listening and communication skills with enthusiasm and determination • Delivered new income to the business via mortgages, investments, protection and other bank lending products e.g. credit cards and personal loan • Achieved approximately £5.9m in new mortgage business… Show more Relationship Manager for a portfolio of approximately 1200 HSBC Premier Customers. Working from a Premier hub in Whiteley, Hampshire. • Consistently met challenging department targets using excellent rapport building, listening and communication skills with enthusiasm and determination • Delivered new income to the business via mortgages, investments, protection and other bank lending products e.g. credit cards and personal loan • Achieved approximately £5.9m in new mortgage business through full utilisation of Agreement in Principle franchise and close relationship with internal mortgage team. • Achieved significant Private Banking referral generating circa £5m in new income to the business area – accomplished by promising and delivering regular contact with my customer base and gaining confidence to support them through changes in circumstances • Strong working relationships with various areas of the HSBC Premier network – Wealth Advisors, Mortgage Managers, HSBC Jade and HSBC Private Bank Managers. • Maintained a consistently high standard of Financial Crime monitoring within my portfolio, promptly providing detailed updates to my line manager where required. • Preparing detailed reports to my line manager regarding my current performance vs group expectations and demonstrating understanding of data provided by other business areas • Attended 3 week Relationship Management training course on commencement of role • Successfully franchised to complete Mortgage Decision in Principle journey with customers • Enhanced knowledge of other business areas e.g. investment products via regular attendance of on-site workshops Show less Relationship Manager for a portfolio of approximately 1200 HSBC Premier Customers. Working from a Premier hub in Whiteley, Hampshire. • Consistently met challenging department targets using excellent rapport building, listening and communication skills with enthusiasm and determination • Delivered new income to the business via mortgages, investments, protection and other bank lending products e.g. credit cards and personal loan • Achieved approximately £5.9m in new mortgage business… Show more Relationship Manager for a portfolio of approximately 1200 HSBC Premier Customers. Working from a Premier hub in Whiteley, Hampshire. • Consistently met challenging department targets using excellent rapport building, listening and communication skills with enthusiasm and determination • Delivered new income to the business via mortgages, investments, protection and other bank lending products e.g. credit cards and personal loan • Achieved approximately £5.9m in new mortgage business through full utilisation of Agreement in Principle franchise and close relationship with internal mortgage team. • Achieved significant Private Banking referral generating circa £5m in new income to the business area – accomplished by promising and delivering regular contact with my customer base and gaining confidence to support them through changes in circumstances • Strong working relationships with various areas of the HSBC Premier network – Wealth Advisors, Mortgage Managers, HSBC Jade and HSBC Private Bank Managers. • Maintained a consistently high standard of Financial Crime monitoring within my portfolio, promptly providing detailed updates to my line manager where required. • Preparing detailed reports to my line manager regarding my current performance vs group expectations and demonstrating understanding of data provided by other business areas • Attended 3 week Relationship Management training course on commencement of role • Successfully franchised to complete Mortgage Decision in Principle journey with customers • Enhanced knowledge of other business areas e.g. investment products via regular attendance of on-site workshops Show less



HSBC Global Trade & Receivables Finance

• Client Acquisition

  • May 2015 - Jun 2018

  Coordination of the on-boarding of new Clients, working to achieve their required facility commencement date whilst providing a first-class experience: • Expertly organised and prioritised workload in a challenging often time-poor environment • Embraced and drove ongoing evolution of the client on-boarding process, streamlining where possible • Key member of project team for Receivables Finance on-boarding transformation 2016 – involvement in devising, testing and implementation of… Show more Coordination of the on-boarding of new Clients, working to achieve their required facility commencement date whilst providing a first-class experience: • Expertly organised and prioritised workload in a challenging often time-poor environment • Embraced and drove ongoing evolution of the client on-boarding process, streamlining where possible • Key member of project team for Receivables Finance on-boarding transformation 2016 – involvement in devising, testing and implementation of efficient process. Achieved significant reduction from 30+ days to 10 days from start to end of process. • Regularly liaised with and confidently challenged senior stakeholders in a professional and capable manner

• Credit Controller

  • Jan 2013 - May 2015

  Sales Ledger Management, portfolio management of 30+ Receivables Finance clients. Responsible for effective collection of overdue invoice payments: • Identification and reporting of potentially fraudulent ledger activity • Arranged and delegated work flow and tasks for absent colleagues • Successfully reduced timescales for invoice receipt to collection of debt from 75+ days to circa 35 • Concisely and confidently communicated with my clients, often in challenging circumstances such… Show more Sales Ledger Management, portfolio management of 30+ Receivables Finance clients. Responsible for effective collection of overdue invoice payments: • Identification and reporting of potentially fraudulent ledger activity • Arranged and delegated work flow and tasks for absent colleagues • Successfully reduced timescales for invoice receipt to collection of debt from 75+ days to circa 35 • Concisely and confidently communicated with my clients, often in challenging circumstances such as withdrawal of pre-payment facility • Self-driven workload control



Parafix Tapes

• United Kingdom
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Customer Services Advisor

  • Jun 2006 - Jan 2013

  Working in a small and dynamic team in a fast-paced business: • Provided regular statistical reports to Sales Manager highlighting progress of new product range to the business • Successfully implemented enhancement of enquiry conversion within a bespoke product field • Regularly attended offsite training events to supplement business knowledge • Established trusted relationships with key areas of the business, Production, Quality Control, Finance Working in a small and dynamic team in a fast-paced business: • Provided regular statistical reports to Sales Manager highlighting progress of new product range to the business • Successfully implemented enhancement of enquiry conversion within a bespoke product field • Regularly attended offsite training events to supplement business knowledge • Established trusted relationships with key areas of the business, Production, Quality Control, Finance