Jane Paverd
Poulton le fylde,Lancashire
Summary
Highly skilled in client liaison, professional communication, and relationship management, with a proven ability to resolve queries effectively and maintain meticulous documentation. Demonstrates strong organisational and time management skills, ensuring process adherence and data accuracy while contributing to efficient workflows. Proficient in Microsoft Office Suite and adept at identifying client needs, understanding product information, and proactively addressing issues to support colleagues and external teams. Committed to building effective working relationships and adapting to team dynamics to achieve shared goals.
Overview
23
23
years of professional experience
1989
1989
years of post-secondary education
Work history
CDD/EDD Analyst
Canaccord Wealth
Blackpool, United Kingdom
12.2022 - 06.2025
- Responsible for ensuring a comprehensive understanding of each client and assessing the Anti-Money Laundering (AML) risk they pose for both new and existing clients, requiring meticulous information gathering and documentation management.
- Re-risking client relationships using the AML risk rating tool.
- Reviewing the information provided and performing client due diligence completeness checks.
- Identifying and addressing data gaps, including a full understanding of the client’s source of wealth as well as the source of funds.
- Maintained effective communication and collaborated closely with the front office team to resolve client-related matters as well as any outstanding information to ensure a smooth process.
- Conducted thorough reviews and maintained accurate client records, demonstrating a keen eye for detail and commitment to data integrity.
Completions Administrator
Oplo Limited
03.2020 - 11.2022
- Efficiently managed a high-volume caseload as a case manager, demonstrating strong organisational and time management skills.
- Maintained excellent communication with brokers via email and telephone, consistently meeting agreed Service Level Agreements (SLAs) for query resolution and information provision.
- Meticulously verified the completeness and accuracy of customer documentation to confirm loan eligibility, demonstrating strong attention to detail.
- Provided comprehensive support for client queries via both email and telephone, ensuring clear and helpful responses.
- Processed a high volume of applications and documentation, highlighting efficiency and accuracy in administrative tasks.
Senior Property Finance Administrator
Nedbank Limited
Durban
03.2006 - 11.2019
- Served as a key point of contact for client inquiries, providing efficient and effective resolutions for a diverse portfolio of property finance accounts.
- Oversaw the full administration lifecycle of credit approvals and documentation, requiring strong organisational skills and adherence to strict deadlines.
- Collaborated with Relationship Managers, demonstrating teamwork and support for external personnel.
- Maintained consistently clean audit records, reflecting a commitment to accuracy and detail.
Global : Trade Finance Administrator
Nedbank Limited
Durban
06.2005 - 03.2006
- Provided timely and helpful assistance to clients with trade finance queries, often via email and telephone.
- Processed daily payments and captured transactions accurately, showcasing attention to detail and administrative proficiency.
Asset Based Finance : Team Leader
Nedbank Limited
Durban
01.2003 - 05.2005
- Efficiently resolved queries from both clients and suppliers, demonstrating strong problem-solving and communication skills.
- Provided support to Business Sales Co-Ordinators, highlighting team player abilities.
Education
Grade 12 - English, Afrikaans, Biology, Accountancy, Typing, Geography
Northlands Girls' High School
Skills
- Client liaison
- Telephone call handling
- Professional verbal and written communication
- Query resolution
- Relationship management
- Proactive customer outreach
- Meticulous documentation management
- Information gathering
- Strong organisational skills
- Time management
- Process adherence
- Data accuracy
- Microsoft Office Suite
- Effective query resolution
- Identifying client needs
- Understanding product information
- Contributing to efficient workflows
- Proactive issue identification
- Providing support to colleagues and external teams
- Contributing to shared goals
- Adapting to team needs
- Building effective working relationships
Custom
Available upon request.
References
References available upon request.
Timeline
CDD/EDD Analyst
Canaccord Wealth
12.2022 - 06.2025
Completions Administrator
Oplo Limited
03.2020 - 11.2022
Senior Property Finance Administrator
Nedbank Limited
03.2006 - 11.2019
Global : Trade Finance Administrator
Nedbank Limited
06.2005 - 03.2006
Asset Based Finance : Team Leader
Nedbank Limited
01.2003 - 05.2005
Grade 12 - English, Afrikaans, Biology, Accountancy, Typing, Geography
Northlands Girls' High School
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