Cleo Marr

◼ Managed an extensive portfolio of client companies, ensuring ongoing compliance with Irish Company Law and providing necessary advice and support across all touchpoints.
◼ Cultivated positive client relationships through effective communication and a client-centric approach, elevating overall satisfaction and fostering trust.
◼ Delivered a comprehensive suite of company secretarial support services, encompassing tasks such as processing annual returns, coordinating board meetings, and managing records, filings, reports, and registers in strict adherence to statutory acts and regulations.
◼ Spearheaded internal process improvements in collaboration with senior management, maximizing efficiency and implementing best practices.
◼ Provided extensive internal administrative support, conducting AML checks, ensuring due diligence, and managing tasks like data entry, client inquiries, mail, and database maintenance.

◼ Managed and maintained relationships with international c-level executives.
◼ End-to-end management of executive journey, ensuring value and support across all touchpoints.
◼ Coordination with multiple stakeholders to deliver on all required touchpoints and ensure cohesive and seamless executive journey.
◼ Managed follow-up campaign within required timeframes, successfully driving tangible ROI.
◼ Boosted executive engagement through delivery of 2nd stage meetings within required timeframes.
◼ Effectively managed all associated administration.

◼ Oversaw the complete mortgage application process, ensuring smooth transitions from submission to completion.

◼ Provided clients with regular updates on their case status.

◼ Chased mortgage lenders daily to ensure timely issuance of offers.

◼ Coordinated with lenders, estate agents, and developers to meet deadlines.

◼ Efficiently handled up to 80 mortgage applications simultaneously, managing calls, emails, and administration.

◼ Stayed updated on lender criteria, GDPR, and financial crime guidelines.

◼ Consistently exceeded audit requirements and performance targets.

◼ Managed a pipeline of leads, proactively reaching out to prospects and professionally handling all incoming client calls.
◼ Attentively listened to clients to assess their needs, documenting key details to facilitate lead generation for mortgage advisers.
◼ Exhibited a commitment to delivering exceptional customer care, ensuring that every interaction left a positive, lasting impression.
◼ Provided concise and informative feedback to developers and estate agents who provided referrals, ensuring effective communication and collaboration.
◼ Consistently exceeded performance targets, demonstrating a strong track record of surpassing goals.