Elliot Jeffrey
Bishop’s Stortford,Hertfordshire
Summary
Accomplished professional with expertise in account management and customer service, specialising in relationship management and sales support. Demonstrates proficiency in financial document verification and compliance, alongside advanced skills in Microsoft Office Suite and CRM systems. Known for analytical thinking and problem-solving abilities, with a strong focus on process improvement. Committed to leveraging these competencies to drive organisational success and enhance client satisfaction.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
Work history
New Business Assistant
CF Corporate Finance Limited
09.2022 - 05.2026
- Act as the primary point of contact for an assigned portfolio of suppliers, managing relationships and ensuring smooth operations.
- Provide leasing quotations and submit proposals to the Underwriting team, delivering feedback on credit decisions.
- Offer guidance on lease upgrade figures and contractual terms to suppliers and customers.
- Proactively follow up with dealers for updates on proposals and maintain accurate CRM records.
- Ensure supplier details, including rate charts, commission structures, and contact information, are regularly updated and accurate.
Administration Executive (Payouts Administrator)
CF Corporate Finance Limited
01.2015 - 09.2022
- Verified lease documents, ensuring compliance with contractual and regulatory requirements.
- Maintained real-time updates on outstanding paperwork, ensuring timely supplier payments and lease activations.
- Conducted due diligence checks, including verifying signatories, referencing addresses, and reviewing financial figures.
- Liaised with customers and suppliers to resolve outstanding document requests and process queries efficiently.
- Managed commission calculations for sales personnel and suppliers.
- Authorised signatory verifications and general queries up to a value of £10,000.
Customer Service Representative
Herts Insurance Consultants (HIC)
05.2014 - 12.2014
- Handled inbound customer enquiries regarding car insurance policies, payments, and claims.
- Processed policy updates, payments, and outstanding documentation requests.
- Collaborated with Premium Credit to adjust payment schedules and resolve customer payment issues.
- Promoted and sold add-on policies, including breakdown cover, excess protection, and gadget insurance.
Sales Executive
Boardmans Office Solutions
07.2013 - 10.2013
- Generated new business for the company’s stationery division.
- Provided account management support for existing clients.
Orders Processor & Customer Service Representative
Coopers of Stortford
09.2011 - 06.2013
- Processed customer orders via phone and postal submissions.
- Managed order modifications, including item exchanges, delivery amendments, and voucher applications.
- Resolved customer issues regarding incorrect or damaged deliveries.
Packaging Assistant (Temporary)
Concept Communications Group
08.2011 - 09.2011
Remortgage Administrative Assistant (Temporary)
Breeze & Wyles Solicitors (Remortgaging Division - Breezeplus)
03.2011 - 07.2011
- Liaised with financial institutions to obtain redemption statements and process re-mortgaging cases.
- Chased mortgage completion funds and resolved fund release issues.
- Calculated shortfall figures and coordinated payments with customers.
- Assisted various departments by forwarding essential documentation.
Warehouse Operative (Temporary)
FedEx
07.2010 - 02.2011
Education
BA (Hons) - Creative Writing
University of Essex
01.2007 - 01.2010
A-Levels - undefined
Hertfordshire & Essex Sixth Form
01.2004 - 01.2006
Skills
- Account Management
- Customer Service & Relationship Management
- Sales Support & Negotiation
- Financial Document Verification & Compliance
- Microsoft Office Suite & CRM Systems
- Process Improvement
- Analytical Thinking & Problem-Solving
References
Available upon request.
Timeline
New Business Assistant
CF Corporate Finance Limited
09.2022 - 05.2026
Administration Executive (Payouts Administrator)
CF Corporate Finance Limited
01.2015 - 09.2022
Customer Service Representative
Herts Insurance Consultants (HIC)
05.2014 - 12.2014
Sales Executive
Boardmans Office Solutions
07.2013 - 10.2013
Orders Processor & Customer Service Representative
Coopers of Stortford
09.2011 - 06.2013
Packaging Assistant (Temporary)
Concept Communications Group
08.2011 - 09.2011
Remortgage Administrative Assistant (Temporary)
Breeze & Wyles Solicitors (Remortgaging Division - Breezeplus)
03.2011 - 07.2011
Warehouse Operative (Temporary)
FedEx
07.2010 - 02.2011
BA (Hons) - Creative Writing
University of Essex
01.2007 - 01.2010
A-Levels - undefined
Hertfordshire & Essex Sixth Form
01.2004 - 01.2006