LYNN DUNBAR

• Managed a portfolio of client and underwriter Independent Broker Accounts, ensuring all accounting ledgers were accurate and up-to-date.
• Perform daily cash matching and allocation of receipts, reducing unallocated cash and ensuring timely processing.
• Proactively chase overdue balances from clients and underwriters via phone and email, effectively managing credit control.
• Investigate and resolve complex account queries by collaborating with brokers, underwriters, and other internal departments.
• Produce accurate and timely management information (MI) reports on ledger performance for senior management.
• Ensured full compliance with FCA regulations, including CASS 5.4 rules concerning client money.
• Maintain comprehensive records of all communications and transactions, accessible to all relevant parties.

Managed a portfolio of customers, ensuring timely collection and allocation of mortgage payments.

Chased overdue payments through telephone calls and arranged face-to-face meetings.

Liaised with appointed Solicitor to initiate court proceedings for long overdue mortgage arrears.

Attended all Court hearings to secure repossession orders.

• Carried out day-to-day duties accurately and efficiently.
• Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
• Offered friendly, efficient customer service and handled challenging situations with ease.
• Supported team by demonstrating respect and willingness to help.