Experience

Bluestone Leasing

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Regional Account Manager

  • Mar 2022 - Present



Complete Leasing Solutions Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Jan 2020 - Mar 2022

  Asset finance specialist focused and motivated to assist equipment and software suppliers and customer with all their finance needs.Whether you are a equipment supplier looking for finance solution to offer your customers or looking to finance your own business equipment CLS can help. We offer a full solution for all business finance needs.Specialising in asset finance we have a wide range of funding lines available, can use these to offer competitive rates, facilitate fast payments and maximum supplier profits. Take a look at our website to see our customer testimonials and get asses to our app / quoting tool. For more information please contact me at tm@completeleasing.co.uk

• Sales Support Supervisor

  • 2017 - 2020

  • Working closely with directors to develop, planing and coordinating administrative procedures and systems and devising ways to streamline processes. • Recruit and train personnel and allocating responsibilities within the team. • Assessing staff performance and provide coaching and guidance to ensure maximum efficiency. • Preparing and submit proposals for Credit consideration. • Managing the administrative life cycle of proposals from receipt of enquiry through to completion and pay-out in line with departmental procedures. • Collating credit searches, updating in-house systems and utilising all appropriate authorised IT services to assist with the completion of new business proposals in line with policies and procedures. • Checking finance documentation for new transactions ensuring they correct and adherence to credit sanction has been met, to ensure full compliance with current legislation and credit policies. • Produce financial documentation required for customer signature. • Generating invoices, review new business files and progress agreements to pay-out in line with policies and procedures. • Handling introducer, supplier and customer enquiries in a timely and efficient manner. • Appropriate scanning and filing of documents to ensure our obligations under GDPR are met.

• Business Administrative Assistant

  • Mar 2014 - Mar 2017

  •Answering the Telephone and generally being the first point of contact for customers.•Completing Searches on prospective customers and entering data on to the in house leasing system.•Completing computerised documentation for customer’s signature. •General administration tasks including filing and scanning.