Joanne Kelly

My current role involves working between two departments, both LCS and CAS, I am one of the first group of people to participate in the cross-skill between departments.

· I identify and resolve customer concerns, ensuring their satisfaction and exceeding expectations.

· Develop in-depth product knowledge and provide accurate information to customers.

· Assist customers with new applications and ensure they have the right policies in place for them by assessing the needs of the customer.

· Ensuring that customer applications and policies are processed in an efficient and timely manner.

· Assisting with any medical information that may be required by the underwriting team and chasing this up with GPs.

· I Have good knowledge of systems such as UAC, INUVI, OLPC and topaz and many more within legal and general.

· I assist with new starters within the company, which involves signing off mock calls. Side by side coaching and support.

· I am also working with the complaints team feeding back any information to my team to improve ways to handle complaints.

· Work under direct instruction of the teacher in the management of pupils and the classroom.

· Support pupils individually and in groups.

· Adapted teaching methods and materials to meet the curriculum criteria and the pupil’s needs and interests.

· Implemented planned learning activities following direction from teachers, adjusting activities based on pupils' responses.

· Observe and evaluate pupil’s performance, behavior, social development and physical health

· Encourage interactive learning by incorporating educational software and the internet.

· Always preserve confidentiality of pupil’s records and information, following the schools safeguarding policies and procedures.

· Enforce the school’s discipline code to deal with problem situations.

· Administered tests, invigilated exams and undertook routine marking of tests

· Led after-school clubs and extracurricular activities, keeping pupils inspired and engaged.

· Provided 1:1 support to students with Math’s, Science and English

· Checking accuracy on new business applications.

· Answering phone calls from customers and work colleges to assist with queries, problems and complaints.

· Analyze and check legal documentation for accuracy to enable payment to customers.

· Making lending decisions up to £30,000 on credit applications.

· Follow company policies on fraud and money laundering.

Identify the credit history of the customer and assess the risk using various credit reference systems.

All duties were the same as Park Finance Holdings Ltd,

My additional responsibilities were:

• Assist in the process for interviewing new employees.
• Train new employees and assess their development, through regular audits and monitoring.
• Holding meetings with senior staff and supplying feedback to the lending team.
• Supervising service levels, delegating and monitoring • daily tasks.
• Recording data and maintaining daily stats.
• Updating new training material.