Senior Client Account Coordinator

• Jan 2017 - Present

Administrative Assistant

• Nov 2015 - Dec 2016

BUSINESS AREA: Savings & Investments Servicing/ Savings & Investments Payments Out/ Group Operations/Customer Operations JOB PURPOSE: To deal with Power of Attorney documents in order to make sure that information received is correctly processed and fed into Bank systems. To carry out the Encashment processing for both internal and external customers in order to deliver first class customer service within service level agreements. A correctly completed vet that is submitted for payment. RESPONSIBILITIES & ACCOUNTABILITIES • To guard against money laundering and fraud. • Contribute to the completion of the team workload in an efficient and timely manner to continuous improvement. • Adherence to the Lloyds Banking Group processes, procedures, standards, policies and relevant external regulations at all times to achieve business goals. • Respond to a wide range of customer servicing and demanding encashment enquiries, clarifying customers understanding of the information being given, escalating issues where appropriate. • Establish a close working relationship with colleagues across the business and act as a role model. Show less

Client Accounts Coordinator

• Jul 2013 - Oct 2015

ROLE: Handling client ant tenant monies; monies in; adhering to regulations PURPOSE: To control lettings cashier function, administration of tax matters CONTEXT: Based in designated team within Lettings Accounts Centre DIMENSION: Operates within timescale and targets; abides to regulatory standards, reports, procedures KEY OUTPUTS-DUTIES: • On a daily basis dealing with Income figures, Accounts Action Centre, Accounts mailbox. • Adherence to procedures: Handling client monies; Security deposits; Production of jobstream printouts; Tenant refunds; Client bank details • Internal and External reporting. Internal relationships: Management accountant and team members, Branches, Corporate Client department. External relationships: Banks, Housing Benefit Offices, Inland Revenue, landlords and tenants, panel agents and contractors. • Ensure accurate paperwork is produced and support team members • Provide compliant tax administration service to landlord, including Inland Revenue matters • Aged balances clear down and allocating payments against invoices • Reconciliation and confidential information • Auditing of financial reports: Unallocated cash and Holds reports. Show less

Face-to-face Interpreter

• Dec 2011 - Jul 2013

Worked as an interpreter for Multilingua - Devon’s countywide agency that provides face-to-face interpreting - translation services and offers accurate, quick, confidential and impartial translation. Worked as an interpreter for Multilingua - Devon’s countywide agency that provides face-to-face interpreting - translation services and offers accurate, quick, confidential and impartial translation.

Hall Porter - Receptionist

• Jun 2010 - Jul 2013

Worked as a receptionist/porter at the University of Exeter, Holland Hall student accommodation. It was a front of house customer facing base role, where I was dealing with day to day based tasks, questions, complaints, emergencies and other various situations. Main duties and accountabilities included desk/reception duties, assisting with administrative duties as required, handling incoming external and internal calls, working close with Resident Tutors/Student Mentors, liaise with Estate Patrol, dealing with payments and other essential duties. Show less