Experience

Debt Movement UK

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Case Manager

  • Mar 2021 - Present



Tomorrow's Money Group

• Leeds, England, United Kingdom

• IVA Coordinator

  • Jun 2019 - Jan 2021

  - Presenting proposals ready for referral to external partners by way of obtaining missing information/documentation - Ensuring documentation meets strict criteria set by insolvency practitioners before referral - Speaking to clients and external partners to ensure a strong understanding of process and service level agreements - Monitoring return of signed documentation from clients, managing inhouse CRM - Complete money laundering checks - Speaking with live warm leads, understanding the client’s individual circumstances and - expenditures - Fact-finding on debt levels, investigating incomes and establishing affordability. - Consultatively presenting debt solutions based on the customers suitability. - Prepare and present material from affiliate partners, providing ongoing relationship management. Show less



Think Money Group

• United Kingdom
• Financial Services
• 100 - 200 Employee

• IVA Post Appointment / Case Manager (secured lending)

  • Aug 2017 - Jun 2019

  - Processing and managing applications from the initial enquiry all the way through to completion. - Liaising with numerous lenders and build lasting relationships. - Ongoing assessment of affordability and sustainability. - Read credit reports and fully understand customer credit profiles. - Understand the criteria and USP’s for each lender which the business has on panel. - Assist in decisions on where deals should be placed to meet customer requirements. - Monitor pipelines in a fast-paced lending environment, ensuring all customers are kept fully up to date. - To answer and respond to inbound telephone calls from clients and ensure a positive customer experience - Manage inbound and outbound email communications with clients - Preparing post-appointment documentation and internal case reviews in relation to ongoing insolvency procedures. - Understanding of vulnerable customer needs and be able to sensitively handle challenging calls as required Show less



MONEY ADVICE GROUP LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Insolvency Advisor

  • Dec 2016 - Aug 2017



ONE ADVICE GROUP LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• IVA Assessment

  • Sep 2010 - Nov 2016