Kelly Cornell
Summary
Communicator who loves to organise and achieve the goal. Over 20 years’ experience in banking in various areas, teams and levels as-well as assisting in different areas working independently and part of a team.
Currently working in a different sector where I have been able to use my skills to create a new position in an area that I had never been exposed to. I am reliable and dependable looking for a business where I can fully utilise my skills.
Overview
25
25
years of professional experience
8
8
years of post-secondary education
Work history
Lead MDT Coordinator for all specialties - Governance team
Oaks hospital
Colchester, Essex
09.2023 - 02.2025
- Self created Independent role with minimal direction
- Meetings around requirements and processes face to face and over teams building professional relationships with the business, insurance companies, and other hospitals
- As the (MDT) Multi-disciplinary lead I coordinate all specialties including suspected cancers and patients that may be at high risk so this is a crucial role
- The meetings take place prior to surgery, revision (after) and urgent treatment plans to guarantee the best outcome for the patient
- Prior to the meeting I collate information for the patients that need discussing in the meeting ensuring I have all relevant imagery/reports. Minutes are then taken on the decision to proceed. The document will be attached to the patient record.
- In some cases patients may be transferred to other hospitals, I have built relationship with these specialties to ensure we receive feedback on our patients care.
Payment’s officer (OAD - Remittance & Expense)
SMBC ‘Sumitomo Mitsui Banking Corporation
London
08.2022 - 11.2023
- Manage and resolve high-volume EMEA payment issues in different queues through Montran liaising with other teams such as our customer service group to help ensure we have the correct information verifying details through other sources such as Bankers Almanac and Swift
- Checking FX rates and confirming back to clients
- All tasks are monitored through our 4-eye system to ensure all procedures are being complied with, Adhoc testing on systems.
International Client Administrative Assistant
All Spring Global Investment
London
11.2022 - 07.2023
- Provide administrative support to our International Client Relation groups, arranging travel, flights, transfers, restaurant and meeting room bookings with refreshment for events and client training. Preparing in depth scheduled plan including times and confirmations.
- Organising and updating decks to be printed for client training
- Greeting clients, making them feel welcome introducing to the team
- Processing expenses through Concur and speaking to AMEX querying charges on corporate card
- Coordinating logistics and scheduling meetings collaborating with HR screening for new starters. Arranging welcome lunch
- Supporting our office manager and other EA’s with the safe and secure running of our London office and hosting client and VIP visits
- Handled sensitive information discreetly maintaining high level confidentiality at all times.
Private Client Associate
7IM ‘Seven Investment Management’
07.2021 - 12.2022
- Floating Private client associate working with and supporting our Private client directors helping prepare meeting reviews ensuring they have filled in their pre-assessment questionnaire prior to the meeting and collating all ID documents and assets information they may have loading to Xplan. Taking notes in meeting to help prepare clients correct risk profile.
- Placing trades on client’s investments, advising clients outstanding allowance on ISA and GTA.
- Ensuring all client data is kept up to date on XPlan and Lynx while monitoring the SWAP queue for incoming documents and requests
Investment Operations Representative
The Ingenious Group
02.2022 - 07.2022
- Operations/Client services team within an alternative investment tax efficient company being responsible for a range of client operational processes including new applications, Investor and advisor payments, administration and keeping on top or ad hoc projects maintaining and improving system processes whilst keeping on top of dairy queries, complaints and helping to assist the client service team with their investor queries
- My recent project has been to clear all outstanding distribution payments owed to the client, historically, present and future ensuring they are paid out and instructed according to the process arranged with our custodians
- Investigation, conditioning and cleanse inaccurate data, speaking to third parties for payment queries and probate clarification
Static Data Analyst/ Treasury Client Services Consultant ECC ‘European Customer Care’
Wells Fargo Bank
06.2012 - 05.2021
- European Customer Care maintain customer profiles, resolving all related queries via phone, email and swift as well as internal teams
- working closely with payments team to process payments as soon as we receive missing information from the client
- Investigating and identifying debts and locating missing funds. setting up SO, BACs and mandates.
- Loading and tracking customer investigation cases in our ‘case tracking system’, updating, monitoring and escalating items when necessary. Processing Audit requests for Treasury clients and financial institutions
- Unlocking customers from their online system and advising how to use
Property Lending Analyst (Temping)
Dunbar Bank PLC
London, UK
04.2011 - 05.2012
- Clean-up project analysing and collating documentation through online and manual sources to verify and back-up outstanding loans
- Implementing new work processes for existing and new members of the team
SDS Mergers & Acquisitions (Data Analyst) GRD-Global Reference data
Barclays Capital
London
11.2007 - 10.2010
- Monitored our team’s inbox whilst completing various projects
- When a Merger or Acquisition occurs its proved using resources such as companies houses, bankersalmanac and companies house. Legal and Compliance then approve, the downstream teams are then notified and required to move trades to the correct entity and we reflect the data and hierarchy
- Created procedures and training guides for new members of the team
- Helped with the interviewing process
Customer Service officer/Service Coordinator
NatWest
London, UK
11.2005 - 11.2007
Sales Assistant/Supervisor
Sainsbury’s
London, UK
09.1999 - 11.2005
Education
Key skills Level 2 - Journalism and I.T
Waltham Forest College
09.2003 - 03.2004
Higher National Diploma - fashion
London College of Fashion
09.2000 - 09.2002
GNVQ Intermediate - Art
Epping Forest College
09.1999 - 07.2000
GCSE’s - A-C
Aveling Park School
09.1994 - 07.1999
DSE Assessor Training course - undefined
Worksafe UK
Skills
- Administrative support
- Inbox management
- Superior Communication skills
- Organisation
- Scheduling
- Calendar management
- Minute taking
- Event management
- Processing expenses
- Travel arrangements
- Knowledge sharing
- Proactive
- Self-motivated
- Results orientated
- Time management
- Prioritisation
- Work independently
- Teamwork
- Strong Customer Service skills
- Ability to handle multiple priorities
- Perform well under pressure
- MS office suite
- XPlan
- Salesforce
- Lynx
- Montran
- International Payment processing
- SWIFT
- Ledgers
- Concur
- AMEX portals
- Condeco
- Client relationship building
- Outstanding customer service
- Relationship-building
Custom
Available Upon Request
Timeline
Lead MDT Coordinator for all specialties - Governance team
Oaks hospital
09.2023 - 02.2025
International Client Administrative Assistant
All Spring Global Investment
11.2022 - 07.2023
Payment’s officer (OAD - Remittance & Expense)
SMBC ‘Sumitomo Mitsui Banking Corporation
08.2022 - 11.2023
Investment Operations Representative
The Ingenious Group
02.2022 - 07.2022
Private Client Associate
7IM ‘Seven Investment Management’
07.2021 - 12.2022
Static Data Analyst/ Treasury Client Services Consultant ECC ‘European Customer Care’
Wells Fargo Bank
06.2012 - 05.2021
Property Lending Analyst (Temping)
Dunbar Bank PLC
04.2011 - 05.2012
SDS Mergers & Acquisitions (Data Analyst) GRD-Global Reference data
Barclays Capital
11.2007 - 10.2010
Customer Service officer/Service Coordinator
NatWest
11.2005 - 11.2007
Key skills Level 2 - Journalism and I.T
Waltham Forest College
09.2003 - 03.2004
Higher National Diploma - fashion
London College of Fashion
09.2000 - 09.2002
Sales Assistant/Supervisor
Sainsbury’s
09.1999 - 11.2005
GNVQ Intermediate - Art
Epping Forest College
09.1999 - 07.2000
GCSE’s - A-C
Aveling Park School
09.1994 - 07.1999
DSE Assessor Training course - undefined
Worksafe UK
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