Resourceful professional highly skilled and experienced individual who can build & maintaining lasting relationships while also performing with a high level of attention to detail. Team player offering dynamic personality and extensive background in telephone support and customer service with more than four years of experience in Financial Services. Strong ability to communicate effectively with others as part of a team while possessing a proactive approach to his work. Motivated to enhance my career and knowledge within the financial services industry to achieve personal targets set.
Overview
4
4
years of professional experience
Work History
Customer Service Administrator
DLL Leasing DAC
Dublin
2023.01 - Current
Processing a wide variety of tasks from daily customer requests such as statements, copy of agreements to more complex tasks such as novation’s and other contract amendments.
Ability to calculate early termination figures & calculation of principal and interest etc.
Assisting internal stakeholders with complex queries relating to existing & potential future contracts.
Working alongside other departments to resolve complex queries that may arise surrounding payments, customer date & requested contract amendments.
End to end ownership of internal & external contract admin requests within the relevant regulatory policies and procedures.
Taking customer requests via phone/email and ensuring all requests are followed in an accurate & timely manner.
General Ad hoc and daily administrative tasks as necessary.
Lending Operations Agent
Finance Ireland
Dublin
2022.07 - 2022.12
Administration of case management across the lending origination process from application submission to completion and payout.
Undertake customer and document integrity checks.
Work with brokers, credit underwriters and solicitors to ensure all required documents are received and correct prior to draw down.
Support authorized intermediaries in submitting lending applications through a designated application portal.
Accurate and timely data entry and indexing.
Manage risk through ensuring compliance to policy, quality and operational standards.
Ensure operational and regulatory compliance throughout the mortgage process.
Communicating with clients via phone carrying out application completion calls once case is approved for mortgage draw down.
General ad hoc & administrative duties such as handling incoming and outgoing post.
Administrative Assistant
Bank of Ireland Business On Line Administration Department
Dublin
2020.08 - 2022.07
Processing various sets of documents submitted by customer facing stakeholders in order to have their clients profile up to date so the authorized individuals are enabled to perform their duties.
Operating different systems while performing role to ensure all procedures are completed in line with company procedures such as Outlook, Word, Excel, CRO/ Experian, QMC & other internal Bank of Ireland systems.
Performing integrity checks on each customer ensuring that all information held on record matches the information supplied by fellow stakeholders and external parties.
Communicating with fellow staff members in a wide range of different roles with any queries they may have as to how to correctly submit documents to prevent delays for customers, avoiding complaints etc.
Complying with the various rules and regulations set by Bank of Ireland & the Central Bank in regard to operating in Financial Services, such as CPD, MCC etc
Completing respective courses annually on the regulation changes to happen every year, company regulations, company procedures, group information, risks etc.
Tasked with the training and development of new staff members who recently joined the team.
Customer Advisor – Business Online
Bank of Ireland
Tallaght
2019.08 - 2020.08
Communicating with business customers through telephone daily via inbound and outbound calls.
Operating the Bank of Ireland Business On-Line system and assisting clients with any queries they may have have had such as system navigation or payment queries etc.
Liaising effectively with others within the Business On-Line team & other departments in order to provide the highest level of customer service to customers aiming for a one call resolution to any queries received.
Providing the best possible service to clients ensuring that the company achieved their goals while abiding by the standards set by Bank of Ireland along with performing towards personal goals set out by myself.
Operating internal systems & completing relevant courses to comply with CPD regulations set by the Central Bank of Ireland under the Minimum Competency Code.
Logging complaints on behalf of customers in line with the Central Bank of Ireland's regulations.
Working alongside individuals holding a recognized qualification, learning and gaining knowledge every day, while working towards my own qualification.
Education
Professional Diploma in Financial Advice (QFA) -
Institute of Banking UCD
Dublin
01.2023
Bachelor of Arts (Honours) Business & Accounting -
Maynooth University
05.2018
Skills
Meeting Deadlines
Customer Service Excellence
Quality Assurance
Staff Training and Development
Attention to Detail
Communication
Microsoft Office
Telephone Experience
Affiliations
Golf
Exercise
Socializing
Motorsport
Family Orientated
Languages
English
First Language
Spanish
Beginner (A1)
A1
References
References available upon request.
Timeline
Customer Service Administrator
DLL Leasing DAC
2023.01 - Current
Lending Operations Agent
Finance Ireland
2022.07 - 2022.12
Administrative Assistant
Bank of Ireland Business On Line Administration Department
2020.08 - 2022.07
Customer Advisor – Business Online
Bank of Ireland
2019.08 - 2020.08
Professional Diploma in Financial Advice (QFA) -
Institute of Banking UCD
Bachelor of Arts (Honours) Business & Accounting -
Maynooth University
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