Marlena Furmaniak

• Permanent from May 2023
• Dealing with customers, IFA's and Trustees in a confident, friendly and professional manner
• Informing customers with important policy details and required documents
• Updating customers and their date on Bancs and Pega systems
• Collaborating with independent financial advisors
• Analysed data to check for errors and inaccuracies

Dealing directly with learner enquiries through email, webchat and occasional telephone calls

Updating the CRM systems with new enrolments, changes to learners profiles

Dealing with Direct Debits set ups and updates

Dealing with setting up LMS accounts for learner and tackling any issues that may have with the system

Working with other internal teams to streamline and help assist with companies process

Processing payments via Sage Pay platform

Processing membership renewals

Dealing with external companies such as Pixel8 and Pearson View to ensure smooth running of qualifications

• Conducted all advisory work in line with Financial Conduct Authority (FCA) regulations
• Stayed up-to-date on industry and legislative changes to maintain adherence to regulatory requirements.
• Administration work- sending emails, processing work following strict industry regulations and guidelines
• Guide clients and Brokers through different types of mortgages and offer suitable products to match their needs
• Calculating Loan To Value (LTV), to make sure there is no Max Loan on customer account
• data entry, checking provided documents from clients

• 100 rooms and Meeting Spaces, Resolves guest issues and ensure their satisfaction.Does daily arrival checks and highlights VIP
• Maintains working relationships and communicates with all departments
• Resolves guest problems quickly, efficiently, and courteously
• Knows all the procedures and supervises that the team follow them in a correct manner
• Maximise room occupancy and increases hotel revenue using the most efficient upselling techniques
• Takes payments, prepares invoices, applies discounts and allowances, does high balances.