Accomplished Debt Restructuring and Management Professional with expertise in promoting financial products and utilising customer relationship management software to enhance client interactions. Delivered effective remote consultations and maintained confidentiality while prospecting clients and providing assertive advice. Committed to ethical standards and cross-cultural sensitivity, focused on driving organisational success through exceptional customer service and time management.
Overview
5
5
years of post-secondary education
22
22
years of professional experience
Work history
Debt Advisor
Phoenix insolvency
Denton
2026.02 - 2026.09
Full assessment of clients situation
Advised clients on available debt repayment options
Conducted IVA sales consultations to assess client needs
IVA full case assessment
Assessed client documents for accuracy and completeness
Keeping client informed of full IVA process
Building IVA case for Drafting team
Preparing client for their Sip call
Liaising with creditors where necessary
Referring clients for Bankruptcy and DRO
Inbound and outbound customer service
Managed administrative duties to ensure smooth workflow
Bank statements reconciliation
Handled adhoc administrative tasks to maintain office efficiency
Customer Service Advisor
Coop Legal Services
2025.05 - 2026.02
Handled inbound inquiries from clients to provide timely assistance
Customer service and support for clients across various partners
Conducted outbound follow-up calls to ensure client satisfaction
Provided compassionate support to recently bereaved clients during sensitive interactions
Coordinated booking meetings with clients and team members
Maintained and updated client details in records
Managing and updating spreadsheets
Executed daily administrative tasks to ensure smooth workflow
Procurement Administrator
Bernslai Home
Barnsley
2022.01 - 2022.06
Sourcing parts and items for orders
Managed procurement inbox to streamline communication and ensure timely responses
Inbound and outbound contact with suppliers and engineers
Sending Invoices to Suppliers
Processed work orders to support project timelines and operational efficiency
Coordinated sending and receiving of work orders to maintain workflow continuity
Maintained and updated spreadsheets to track project progress and data
Arranging work Appointments
Setting up work appointments
IVA Administrator
Gopher Money
Bolton
2014.09 - 2015.12
Managed client documentation to ensure compliance and readiness for IVA submissions
Coordinated communication with creditors to update them on IVA applications
Acted as the first point of contact for new IVA applicants, facilitating a smooth onboarding process
Provided customer service support by addressing client inquiries and resolving issues
Welcome calls with client
Dealing with inbound calls and emails
Performed administrative duties including scheduling appointments and managing records
Executed data entry tasks using Microsoft Office to maintain accurate records using Microsoft Office
Customer Service Advisor
Barclays Bank
Salford Quays
2010.08 - 2014.08
Delivered customer service support by addressing inquiries and resolving issues to enhance customer experience.
First Point of contact for Complaints
Resolved billing enquiries to ensure customer understanding and satisfaction.
Processed bill payments to secure timely service delivery for clients.
Executed funds transfer requests efficiently and accurately.
Promoted bank products and services to increase customer engagement and satisfaction.
Sales of Loans, Overdrafts, Credit Cards, Mortgages, home, life and car insurance
IVA Administrator & Client Services Admin
Kingsgate Insolvency (Churchwood Financial)
Stockport
2008.12 - 2010.07
Evaluating client’s circumstances, through income and expenditure forms.
Assessing clients’ circumstances to see if other options i.e., Bankruptcy or Debt Management are more suitable for them.
Setting up monthly payment arrangements to clear arrears.
Credit control duties i.e., taking and processing payments and setting up payment arrangements for clients who are under 3-month arrears
Chasing payments from my clients
Preparing Variations to approach creditors for payments breaks/reductions etc.
Working through all post sent in by clients and their relevant Creditors
Looking through proposals to try and suggest best options for clients
Working with clients who are on monitoring for breach.
Helping clients come off monitoring for breach.
Managed a client base of 500, ensuring effective communication and support.
Contacted 85% of clients monthly to provide updates and address concerns.
Managed telephone communications to assist clients with their queries.
Provided comprehensive client services to address inquiries and support needs.
Contacting Creditors to set up arrangements for clients
All admin duties surrounding my clients i.e., letters, faxes. Emails
Working through all post sent in by clients and their relevant Creditors
Promoting other products for clients i.e., Iva’s, Trust Deeds
Promoting other products for clients i.e., Iva’s, Trust Deeds
Sales agent
Loans 4 Sure (Churchwood financial)
Stockport
2008.09 - 2008.12
Executed loan sales processes to meet client needs
Addressed customer inquiries to enhance satisfaction
Coordinated with customers in debt to provide support and solutions
P.A
Solutions for Independence
Manchester
2008.06 - 2008.09
Provided compassionate care to disabled adults in residential and community settings, enhancing their quality of life.
Facilitated greater independence for disabled service users through tailored care plans.
Managed expense reports accurately for budget control purposes.
Ensured timely responses to emails to enhance communication flow.