Nicola Pattison
Bookkeeper at Momentum 360 Limited- Claim this Profile
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Bio
Experience
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Momentum 360 Limited
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Executive Offices
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1 - 100 Employee
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Bookkeeper
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Mar 2020 - Present
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Ocado Group
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Contact Center Agent
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Jul 2016 - Mar 2020
Hatfield
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Bibby Financial Services
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United Kingdom
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Financial Services
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500 - 600 Employee
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Relationship Manager
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Apr 2012 - Sep 2015
Slough Managing a portfolio of 60 full factoring clients, monitoring risk using client stats and Riskfactor reports. Monitoring live accounts and identifying any potential problems that may occur on either debtor or client accounts. Ensuring all terms of the factoring agreement are adhered to by all parties. Attending monthly reviews with Head of Risk to highlight any anomalies or issues within my portfolio and discussing ways to resolve them. Visiting clients and carrying out annual reviews as… Show more Managing a portfolio of 60 full factoring clients, monitoring risk using client stats and Riskfactor reports. Monitoring live accounts and identifying any potential problems that may occur on either debtor or client accounts. Ensuring all terms of the factoring agreement are adhered to by all parties. Attending monthly reviews with Head of Risk to highlight any anomalies or issues within my portfolio and discussing ways to resolve them. Visiting clients and carrying out annual reviews as well as making any necessary amendments to the agreement. Reviewing audit feedback and following up on suggested actions. Collecting and interrogating monthly financial information such as management accounts, bank statements, creditors etc. Overseeing credit limit increases and overpayments on each facility where required. Managing a team of 3 Credit Controllers and one Client Service Manager ensuring all collection activity and verification is kept up to standard. Working towards disbursement targets and encouraging and supporting the team to meet their individual objectives.
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Client Services Manager
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Oct 2011 - Apr 2012
Slough
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Credit Agricole Commercial Finance
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Financial Services
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1 - 100 Employee
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Client Account Executive
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Apr 2010 - Oct 2011
Docklands
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Regional Support Team Supervisor
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2006 - 2009
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Education
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Wey Valley School