MATTHEW STOTHART
Edinburgh,UK
Summary
Detail-oriented professional with expertise in business account onboarding and operations at Lloyd's Banking Group, committed to ensuring accuracy, compliance, and seamless client service. Skilled in streamlining processes to improve efficiency while maintaining data integrity and meeting regulatory standards. Continuously enhancing analytical and operational skills to drive process improvements and deliver high-quality outcomes.
Overview
1825
1825
years of professional experience
8056
8056
years of post-secondary education
Work History
Client Operations - Mandates
Lloyds Banking Group (Via Pontoon Solutions)
Edinburgh, Midlothian
12.2024 - Current
- Action customer requests to modify business structures, including adding/removing individuals, updating permission levels, and requesting banking services such as online banking and debit/control cards
- Review and validate documentation to ensure compliance with internal policies and regulatory standards.
- Collaborate with internal teams and clients to resolve queries and facilitate smooth processing of account changes.
- Maintain data accuracy within banking systems to reflect up-to-date client information.
Onboarding Manager
Lloyd's Banking Group (Via AMS)
Edinburgh, Midlothian
04.2023 - 12.2024
- Utilised multiple internal and external software platforms, including PEGA for managing customer workflows, Experian for credit assessments and data analysis, and Companies House for business verification and regulatory compliance, enhancing service efficiency and decision-making.
- Consistently deliver exceptional accuracy and high processing efficiency, contributing to improved productivity.
- Contributed to the quality assurance team by assessing peer performance to ensure compliance with established standards, enhancing overall team effectiveness and service quality.
- Regularly delivered presentations to colleagues on processing error trends to proactively address and mitigate potential future impacts.
- Facilitated training for new team members on onboarding procedures and software tools, enhancing efficiency and streamlining the onboarding process.
Retail Shop Assistant
Villeneuve Wines
Peebles, The Scottish Borders
09.201 - 03.2023
- Successfully established a Shopify E-Commerce platform for an already thriving local business, leading to a 30% increase in sales and a significantly expanded customer base. This included optimising the online store for user experience, implementing SEO and social media marketing strategies, and launching promotional campaigns to drive traffic and encourage repeat purchases.
- Leveraged G Suite applications for sales analysis, creating monthly reports, and effectively managing inventory.
- Demonstrated exceptional customer service skills by engaging effectively with customers, understanding their needs, and providing tailored product recommendations, ensuring a positive shopping experience.
- Developed a strong expertise in wines, demonstrating the ability to learn and convey complex information effectively.
Education
Intermediate 2 - English
Peebles High School
Intermediate 2 - Modern Studies
Peebles High School
Intermeidate 2 - Business Management
Peebles High School
Intermediate 2 - Mathematics
Peebles High School
Skills
- Data Entry and Management
- Team Collaboration
- Customer Service
- Regulatory Knowledge
- Problem-Solving
- Technical Proficiency
- Establishing E-Commerce
Timeline
Client Operations - Mandates
Lloyds Banking Group (Via Pontoon Solutions)
12.2024 - Current
Onboarding Manager
Lloyd's Banking Group (Via AMS)
04.2023 - 12.2024
Intermediate 2 - English
Peebles High School
Intermediate 2 - Modern Studies
Peebles High School
Intermeidate 2 - Business Management
Peebles High School
Intermediate 2 - Mathematics
Peebles High School
Retail Shop Assistant
Villeneuve Wines
09.201 - 03.2023
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