Chantelle McCafferty
Belfast
Summary
Analyst with 3 years of experience in finance and client services, excelling in fostering robust client relationships and optimizing trade processes. Dedicated and detail-oriented professional with extensive experience in investigating with a proven ability to effectively manage a diverse caseload to achieve performance targets while fostering strong relationships with customers, including both clients and financial institutions. Skilled in analyzing evidence to identify core issues, evaluating multiple perspectives, and applying relevant regulations to make fair and informed decisions. Expert in communicating with empathy, actively listening, and asking insightful questions to ensure a thorough understanding of each situation. Committed to delivering clear and structured written responses that articulate findings and rationale effectively.
Overview
9
9
years of professional experience
Work History
Reconciliation analyst/Client Rep
Marex
04.2022 - Current
- Resolve position breaks daily, ensuring timely T+1 clearance and minimal client impact.
- Manage cash reconciliations, addressing recurring issues with IT and custodians for long-term solutions.
- Collaborate with global teams to clear client transaction discrepancies efficiently.
- Accurately book corporate actions using custodian data and Bloomberg maintaining compliance.
- Handle queries and ensure accurate client reporting, adhering to regulatory standards.
- Implement efficient solutions for broker data file review, significantly reducing processing time and improving accuracy.
- Proactively manage cash ledgers, investigating and rectifying discrepancies to maintain account balance integrity and minimize risks.
Operations analyst
CitiGroup
03.2022 - 12.2022
- Analysed complex financial data for accurate trade settlements.
- Managed multiple transactions with keen attention to detail.
- Collaborated cross-functionally to resolve settlement discrepancies.
- Verified, reconciled and confirmed trades for error-free processing.
- Streamlined operations by automating routine tasks, improving overall productivity.
- Identified potential risks in settlement processes, mitigating financial losses.
- Reviewed daily settlement reports for any irregularities or inconsistencies.
- Navigated high-pressure situations with professionalism whilst adhering to strict deadlines.
Administrative Assistant
Capita PLC
01.2018 - 03.2022
- Managed sensitive customer referrals, ensuring strict compliance and efficient data handling
- Reviewed medical reports for accuracy, aiding decision-making and enhancing service quality
- Supported leadership with data-driven insights, fostering informed executive decisions
- Proactively identified process improvements, elevating service accuracy and responsiveness
- Managed sensitive PIP referrals, ensuring compliance with strict regulations
- Streamlined customer claim creation process, improving data collection and allocation efficiency
- Consistently met productivity targets while maintaining high-quality service
- Mentored new employees on call conduct, client expectations, and company policies
- Maintained meticulous security protocols, screening visitors and managing access logs
- Prevented scheduling conflicts through precise calendar management
- Identified and recommended process improvements, enhancing customer service efficiency
- Optimized claim creation workflow, boosting efficiency in data collection and allocation
Supervisor Manager
Volt retail LTD
11.2017 - 01.2018
- Managed team support, resolving issues to enhance efficiency and productivity by 5%
- Anticipated stock issues, advising on preventative actions to maintain smooth operations
- Collaborated with founders to drive improvements, enhancing performance metrics
- Led by example, ensuring task accuracy and efficiency, meeting tight deadlines
- Generated reports for leadership, aiding in strategic decision-making and improvements
- Led team of 10, driving productivity gains through strategic task scheduling and staff optimization, while ensuring strict compliance with company policies.
- Provided solutions-oriented support through troubleshooting and root-cause analysis, stepping in to assist when production targets were at risk.
- Prevented store losses by detecting gaps for corrective action, maintaining high standards of accuracy and efficiency in all tasks
- Optimized team performance through strategic task scheduling, driving productivity gains while ensuring strict compliance with company policies.
Inbound Call Centre Agent
Vodafone
08.2015 - 11.2017
- Managed Salesforce records to enhance inter-departmental communication and meet call center goals
- Provided detailed product information to assist customers in purchasing decisions.
- Exceeded sales targets consistently, earning monthly bonuses for outstanding performance
- Introduced new products, achieving successful sales and enhancing customer satisfaction
- Recommended call routing strategies, reducing customer on-hold times and improving service quality
- Managed high-volume customer queries across multiple systems, consistently surpassing sales targets and earning performance bonuses for exceptional results.
Education
Bachelor of Arts - Leadership, management and professional development
University of Dundee
Dundee, Dundee CityHigher National Diploma - Business Management
Skills
- Customer Service
- Stakeholder Relationship Management
- Financial reporting
- Account reconciliation
- Process Improvement
- Data analysis
- Policy improvements
- Data Entry
- Regulatory compliance
- Clear communication
- Task prioritisation
- Attention to Detail
- Product knowledge
Affiliations
- Passion for music, self taught music producer, it is really fulfilling to take an idea from my head and turn it into something tangible.
- Fitness, enjoy the collaboration and social aspect of escaping to the gym
- Voluntary work including bag packing, raising funds for friends of cancer NI and also a local LBGTQ charity SSL.
Timeline
Reconciliation analyst/Client Rep
Marex
04.2022 - Current
Operations analyst
CitiGroup
03.2022 - 12.2022
Administrative Assistant
Capita PLC
01.2018 - 03.2022
Supervisor Manager
Volt retail LTD
11.2017 - 01.2018
Inbound Call Centre Agent
Vodafone
08.2015 - 11.2017
Higher National Diploma - Business Management
Bachelor of Arts - Leadership, management and professional development
University of Dundee
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