With my expertise as a Debt Specialist Advisor, I was able to take on the role of a New Business Advisor
The job consisted of similar tasks, however instead of reviewing current client's account's, I would provide advice to potential new clients and inform them of what we do and how we can help with their circumstances
It became more complex than the previous role as you have no background information
Helping them could vary between creating account with us and starting their plan or directing them to the right place
Gathering all their information and making the right decision based on debt advice knowledge and what would benefit the client the most and having their best interest in mind
It was still important to support each other in the team and help out other colleagues to ease the fast-paced environment
My knowledge throughout the departments allowed to me to be able to train, guide new starters, and current colleagues throughout the business, which I was also happy to do
I am able to communicate clearly and concisely with all personnel and take on the ownership of managing my own workload.
Debt Specialist Advisor
Fresh Start UK
Hull
12.2024 - 08.2024
As my experience and skills grew as an account manager I was promoted to a Debt Specialist Advisor
This role entailed of reviewing the client's income and expenditure and understanding their circumstances whilst making sure their payments would still be affordable on the plan
One of tasks was to review documents to ensure the information gathered from clients verbally, matched
Ensuring to support the client and always trying to find a solution even if it were not a service we could provide to them
I would give advice to the clients based on the information I have taken and recommend a debt solution tailored to them
I gained knowledge around several types of debt solutions, in order to provide the best service to my clients
This role helped me to grow and develop an understanding of how to interact with vulnerable clients and how to manage difficult situations
The key in this role was to keep organised, as the day would consist of back to back appointments with clients and managing my own work such as admin duties, requests from clients, any further actions and training
Excellent time management was non-negotiable.
Account Manager
Fresh Start UK
Hull
11.2024 - 12.2024
After my time as an Admin Assistant, I took on the role of an Account Manager
The role would consist of taking inbound calls to assist clients with payments or general queries they may have regarding their debt management plan
It was my responsibility to make sure clients' payments are affordable and ensure they are not in financial difficulties and their debtors are happy with the repayments
I would work through my daily tasks to ensure client accounts are up to date and complete any tasks I may have set myself or my colleagues
I also make outbound calls to advise clients of information they need to be made aware of and request information that the debtors may require
Ensuring emails, WhatsApp, and live chats are up to date within SLA times and assist clients with any queries virtually
I would consult with debtors to offer partial settlements on behalf of clients and negotiate discount offers
I would also book appointments with advisors for the client to complete their annual reviews using an online calendar.
Senior Admin Assistant
Fresh Start UK
Hull
06.2024 - 11.2024
I was promoted to Senior Admin Assistant in 2020
My tasks remained the same however I had been obligated with new responsibilities
I would organise my team's tasks for the day to make sure we stay within SLA
I would assist with recruitment and interviews new candidates for any job roles within my department
I was also given the responsibility of organising all work events such as Christmas parties, meetings, and team building.
Admin Assistant
Fresh Start UK
Hull
07.2024 - 06.2024
I started Fresh Start UK as an apprentice in the admin department
After 1 year of completing my qualifications, I joined full-time as an admin assistant
I had gained skills in basic customer service and Microsoft 365
I completed daily tasks that consisted of emailing debtors and taking incoming calls as well as making external calls
I have experience in managing payments and dealing with debts on behalf of our clients
This would include working correspondence, emails, updating accounts and taking relevant information
I would work with various spreadsheets and oversee incoming and outgoing post, franking, and scanning.