Partnerships Coordinator

• Dec 2022 - Present

Compliance Officer

• Sep 2016 - Present

Senior Professional, Client Delivery Manager

• Apr 2022 - Dec 2022

Senior Associate, Client Operations

• Jan 2019 - Apr 2022

Administration Officer

• May 2014 - Aug 2016

Provide a wide range of administrative and office support to the Administration Manager, Administration Department, Selections Department and Reception, to facilitate the efficient operation of the department and organization. This is achieved through log, process and distribution of mail and emails, input new contracts in internal databases, issue plans and contract variations to clients, book clients for Final Selection Consultations and process cancelled contracts. This Role involves • Ability to meet set timeframes • Excellent communication and customer service skills • High level of attention to detail Duties and responsibilities: • Receive and log new contracts in internal databases • Receive, log, process and distribute incoming emails and mail • Prepare documents such as standard letters and copies of contractual documents to clients. • Issue documents and request preparation of working drawings and preliminary engineering via internal and external departments. • Run reports and assess eligibility for clients to be booked for their Final Selections Consultation. • Liaise with clients via phone and email to book Final Selections Consultation. • Liaise with Council’s and Insurance companies to initiate fee recovery for cancelled contracts. • Provide support to team members and manager. • General filing and scanning.

Risk and Compliance Officer

• 2005 - Apr 2014

The Risk and Compliance Officer role sits within the Bank’s Business Risk and Compliance Department. The primary purpose of the role is to provide first-level investigation and assessment service to determine viability of prospective commercial clients. This role involves • High level analytical skills • Vigilance and attention to detail • Ability to understand and apply a broad range of strict criteria and guidelines • Ability to meet set timeframes Duties and responsibilities: • Assess incoming Commercial Client applications within agreed timeframes. • Conduct more in-depth investigations of customer viability when initial concerns are detected. • Compose risk and compliance summary reports. • Follow up on outstanding Non Compliant applications • Provide support to the Merchant Sales Team • Liaising by correspondence and telephone to customers and internal bank departments. • Calculate and prepare monthly commissions and rebates report for External Sales Avenues

Compliance & Customer Service Officer

• 2003 - 2005

Merchant Sales Support Officer’s primary purpose is to offer first-level support to the Merchant Sales teams to enable them to reach their sales targets, by attending to non-sales related tasks. This role involves • Vigilance and attention to detail• Ability to understand and apply a broad range of strict criteria and guidelines• Ability to meet set timeframes• Excellent communication and negotiation skills

Senior Dispute Resolution Officer (Chargebacks)

• 2002 - 2003

Provide support to customers who have disputed transactions on their credit card statements. This is achieved through investigation and the processing of Chargebacks on disputed and unauthorized transactions. This Role involves • Ability to understand and apply a broad range of strict criteria and guidelines• Ability to meet set timeframes• Excellent communication and negotiation skills • Conflict resolution skills

Dispute Resolution Officer (Chargebacks)

• 1999 - 2002

Provide support to customers who have disputed transactions on their credit card statements. This is achieved through investigation and the processing of Chargebacks on disputed and unauthorized transactions. This Role involves • Ability to understand and apply a broad range of strict criteria and guidelines• Ability to meet set timeframes• Excellent communication and negotiation skills • Conflict resolution

Branch Customer Service Officer

• 1996 - 1999