Kathy Newman

• Chased aged debts via email, letter, and telephone to improve cash flow.
• Performed payment allocations for accurate record-keeping.
• Resolved invoice queries to maintain client satisfaction and accurate records.
• Managed daily banking transactions to ensure timely processing and accuracy.
• Month-end reconciliations
• Invoice and Credit note runs
• Opening new accounts including credit checks
• Operated Worldpay online and handheld machines for transactions.
• Carried out day-to-day duties accurately and efficiently.

• Banking Cheques and Cash
• Worldpay card payments
• Payment Allocations
• Confirmation of delivery notes, adjusting any discrepancies and raising credit notes
• Aged debtors
• Opening new accounts including credit checks
• Customer queries via telephone or email
• Taking customer orders when customer service lines overflow
• General administration duties

• Invoicing
• Allocation of payments to customer accounts
• Reconciliation of cash books and petty cash
• Daily banking
• Card payments via Worldpay
• Customer queries via email or telephone
• Confirming Delivery notes
• Incoming and outgoing post
• Stationery ordering
• Uniform ordering
• General Administration duties

• Meet and greet visitors
• Answering incoming calls
• Sales orders for walk-in customers
• Taking payments by card or cash
• Arranging dispatch of orders via courier service for online orders
• Daily incoming and outgoing post
• Printing delivery notes for Warehouse
• Support to the Accounts Department
• General Admin duties

• Taking Customer Orders
• Responsible for sourcing materials through suppliers
• Preparation for all paperwork associated with ordering/receiving/dispatching of goods
• Assisted in Purchase Ledger
• General Admin duties

• Responsible for liaising with customers and production to ensure sales orders are accurately planned and dispatched on time.
• Point of contact for the customer when placing sales orders
• Responsible for setting and agreeing production schedule and distribution plans
• Preparation of all associated paperwork including commercial invoices, delivery notes, hazardous material certificates
• Liaise with customers' freight companies to ensure timely and efficient movement of vehicles on and off site

Collected daily time cards and ensured accurate data entry into bespoke system for performance-related pay, productivity KPIs, and attendance records.

• Contributed to Industrial Engineers department by collecting and entering production activity time cards to support productivity and performance measurement.
• Handling related queries from staff across all production departments
• Coordinated administrative duties to maintain smooth operations within the department.
• Attend annual stock take and key stock check information into system
• Managed the company's mobile phone bills, issued new handsets, and collected faulty equipment for return to the vendor.

Food preparation, service and general kitchen duties

S& A Installations (t/a South West Home Improvements)

Part of a small admin office team responsible for managing the sale and fitting of kitchens and conservatories on behalf of Wickes Home Improvements throughout the UK.

• Manage the diaries of the remotely based Sales Consultants
• Assemble quotation packs and send out to customers
• Handle customer telephone enquiries

Financial Cashier

• Prepare daily bank reconciliations, resolve unreconciled items and liaise with bank
• Processed daily banking transactions
• Maintained manual company cash books, standing orders, and direct debits to ensure accurate financial tracking
• Process electronic bank payments

Allocation of remittances

• Sent letters for overdue accounts to facilitate timely payments and improve cash flow
• Allocation of sterling and foreign currency remittances from Racing track sales
• Sales Ledger Clerk
• Invoice Typist

Typing customer invoices and credit notes

• Managed general filing and administrative tasks to support office operations and enhance organisation
• YTS Apprentice

Office administration

• Maintain and update company lease records