Caylie Bell
Dundee,United Kingdom
Summary
A highly skilled professional with expertise in debt management, financial planning, and budgeting. Demonstrates exceptional communication and relationship management abilities, ensuring client confidentiality and building strong rapport. Proficient in advanced IT systems troubleshooting and crisis management, showcasing resourcefulness and calm under pressure. Committed to leveraging financial product knowledge and reflective thinking to drive successful outcomes in client relationship management. Career goals include enhancing financial modelling capabilities to support strategic decision-making processes.
Overview
14
14
years of professional experience
12077
12077
years of post-secondary education
Work history
Income Advisor
Hillcrest Homes
Dundee, Dundee City
02.2013 - Current
- Assisted clients in understanding various income options available to them.
- Provided information about government benefits to help clients maximise financial support.
- Supported clients in completing necessary paperwork for income-related services.
- Collaborated with team members to ensure accurate information was delivered to clients.
- Attended training sessions to deepen understanding of income advisory practices.
- Engaged in continuous learning to stay updated on changes in income regulations.
- Initiated routine check-ins with clients, maintaining high levels of service delivery.
- Collaborated cross-functionally with different departments to achieve business and customer goals.
- Assisted in coordinating rental agreements and ensuring compliance with regulations.
- Supported clients by providing accurate information regarding rental properties.
- Carried out day-to-day duties accurately and efficiently.
- Successfully delivered on tasks within tight deadlines.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Supported team by demonstrating respect and willingness to help.
- Worked flexible hours, covering nights, weekends and bank holidays.
- Increased customer satisfaction by resolving issues.
Shop Manager/ Window Blind Installer
Tay Blinds
Dundee, Dundee City
01.2012 - 05.2025
- Managed daily operations of shop ensuring efficient workflow and high customer satisfaction.
- Installed window blinds with precision while adhering to safety standards and client specification
- Developed strong relationships with suppliers to ensure timely delivery of quality materials.
- Conducted regular inventory checks maintaining optimal stock levels and reducing waste.
- Assisted customers in making informed buying decisions through expert advice on products,.
Administrative assistant
Hillcrest Housing Association
Dundee, Dundee City
09.2012 - 02.2013
- Assisted in maintaining organised filing systems to enhance document retrieval efficiency.
- Managed incoming communications including emails and phone calls to ensure timely responses.
- Managed front desk duties to ensure smooth operation of reception area.
- Streamlined administrative processes for increased efficiency in the workplace.
- Supported accurate record-keeping with proficient data entry skills.
- Handled sensitive information discreetly maintaining high level confidentiality at all times.
- Arranged filing systems for easy use and retrieval by personnel.
- Wrote professional letters, emails and memoranda for business communication.
- Examined, scanned and input documents in software system.
- Kept adequate office supplies on hand to support staff and business requirements.
- Transcribed or scanned data to create new files.
- Classified physical and digital documentation with correct codes.
Education
Scottish Qualifications Certificate - English
Braeview Academy
Dundee, Dundee City 04.2001 - 09.2010
Scottish Qualifications Certificate - Maths
Braeview Academy
Dundee, Dundee CityScottish Qualifications Certificate - Music
Braeview Academy
Dundee, Dundee CityScottish Qualifications Certificate - German
Braeview Academy
Dundee, Dundee CityScottish Qualifications Certificate - Business Management
Braeview Academy
Dundee, Dundee CityScottish Qualifications Certificate - Art & Design
Braeview Academy
Dundee, Dundee CityScottish Qualifications Certificate - Chemisty
Braeview Academy
Dundee, Dundee CityChartered Institute of Housing Level 4 Qualification
Dundee and Angus College
Arbroath 01.2024 - 02.2025
Skills
- Debt management competence
- Patience and perseverance
- Efficient time management
- Reflective thinking
- Client confidentiality practices
- Financial product knowledge
- Rapport building
- Financial planning
- Budgeting expertise
- Financial modelling
- Exceptional communication
- Advanced IT literacy
- People Management
- Relationship Management
- Client Relationship Management
- IT applications proficiency
- Crisis management in it
- IT systems troubleshooting
- IT system use
- Calm under pressure
- Problem-solving
- Communication skills
- Resourcefulness
Affiliations
- reading
- Family Time
- Walking
Timeline
Chartered Institute of Housing Level 4 Qualification
Dundee and Angus College
01.2024 - 02.2025
Income Advisor
Hillcrest Homes
02.2013 - Current
Administrative assistant
Hillcrest Housing Association
09.2012 - 02.2013
Shop Manager/ Window Blind Installer
Tay Blinds
01.2012 - 05.2025
Scottish Qualifications Certificate - English
Braeview Academy
04.2001 - 09.2010
Scottish Qualifications Certificate - Maths
Braeview Academy
Scottish Qualifications Certificate - Music
Braeview Academy
Scottish Qualifications Certificate - German
Braeview Academy
Scottish Qualifications Certificate - Business Management
Braeview Academy
Scottish Qualifications Certificate - Art & Design
Braeview Academy
Scottish Qualifications Certificate - Chemisty
Braeview Academy