Zoe Carter
Crawley
Summary
Detail-oriented professional with expertise in administrative support, quality assurance methods, and customer relationship management systems. Proficient in utilising tools such as Alfa4, Ficres, Rumba, FileMaker, Freehand, CAP, Salesforce, Ambit, DocuSign, and Microsoft Office to ensure operational efficiency and adherence to deadlines. Skilled in maintaining high standards of accuracy and delivering exceptional results within fast-paced environments.
Overview
29
29
years of professional experience
Work history
POST APPROVALS COORDINATOR
Shawbrook Bank
Redhill
2024.02 - Current
- Responsible for preparing and issuing loan agreements to customers and brokers via DocuSign.
- Manage the end-to-end processing of payout documentation, ensure all checks and conditions are satisfied in line with Right First-Time standards and agreed service level agreements (SLAs).
- Regularly monitor and pursue the business pipeline and handle incoming calls and queries efficiently
- Process AML/CDD checks.
- Collaborate across departments.
- Participate in testing system and documentation updates.
ACCOUNT MANAGER
Sussex Asset Finance Ltd
Burgess Hill
2019.04 - 2024.02
- Built strong client rapport through regular communication updates.
- Prepared tailored finance quotations for individual client requirements and scenarios.
- Processed finance applications and produced submission documentation for lenders.
- Managed company social media activity across platforms and content calendars.
- Provided comprehensive administrative support to keep daily operations running.
- Kept up to date with FCA regulations and conduct expectations.
SENIOR FUNDER
Santander Consumer Finance
Redhill
2014.12 - 2019.04
- Reviewed and verified accuracy of all documentation daily, end-to-end.
- Managed inbound and outbound communications with dealers and sales network contacts.
- Supported onboarding and development for new staff members and colleagues.
- Process payouts within SLAs.
SENIOR ACTIVATOR (2ND AUTHORISER)
ING Lease (UK) Ltd
2006.09 - 2013.01
- Reviewed post-authorisation documents to confirm accuracy and payment compliance.
- Released funds by CHAPS cheque and BACS for timely processing.
- Shared feedback with colleagues to reduce errors and improve payouts.
- Managed payout status, answered general queries, and met strict deadlines.
- Reconciled cashbook and bank statements with accounts for discrepancies.
- Resolved supplier overpayments and underpayments through close follow-ups.
- Tested and supported implementation of new systems to improve processes.
ACTIVATOR (1ST AUTHORISER)
ING Lease (UK) Ltd
2005.12 - 2006.09
- Checked paperwork for completeness and accuracy before payment processing.
- Completed full reconciliation between documents and system records.
- Prepared payment agreement, fed back staff errors, and supported new staff training.
ACCOUNT CO-ORDINATOR
ING Lease (UK) Ltd
2004.04 - 2005.12
- A sales support role, working with brokers and suppliers to assist with any queries about new and current payouts. The input of agreements onto the system. Ensured paperwork was completed correctly. Liaised with underwriting and Broker Managers to ensure proposals and queries were dealt with within the broker’s expectations.
COLLECTIONS
Banque PSA Finance
Redhill
2003.03 - 2004.04
CUSTOMER RELATIONS
Singer and Friedlander
2002.08 - 2002.11
AGENCY PROCESS CO-ORDINATOR
Legal and General
2002.02 - 2002.06
CORPORATE QUOTES AGENT
Legal and General
2000.06 - 2002.02
JUNIOR SECRETARY
Pagett Tannock Medical
1999.09 - 2000.06
ACCOUNT HANDLER
CGU Insurance
1997.09 - 1999.09
Education
9 GCSE's -
Warlingham Secondary School
UKSkills
- Alfa4, Ficres, Rumba, FileMaker, Freehand, CAP, Salesforce, Ambit, DocuSign
- Deadline management
- CRM systems
- Administrative support
- Quality assurance methods
- Microsoft Office
References
References available upon request.
Timeline
POST APPROVALS COORDINATOR
Shawbrook Bank
2024.02 - Current
ACCOUNT MANAGER
Sussex Asset Finance Ltd
2019.04 - 2024.02
SENIOR FUNDER
Santander Consumer Finance
2014.12 - 2019.04
SENIOR ACTIVATOR (2ND AUTHORISER)
ING Lease (UK) Ltd
2006.09 - 2013.01
ACTIVATOR (1ST AUTHORISER)
ING Lease (UK) Ltd
2005.12 - 2006.09
ACCOUNT CO-ORDINATOR
ING Lease (UK) Ltd
2004.04 - 2005.12
COLLECTIONS
Banque PSA Finance
2003.03 - 2004.04
CUSTOMER RELATIONS
Singer and Friedlander
2002.08 - 2002.11
AGENCY PROCESS CO-ORDINATOR
Legal and General
2002.02 - 2002.06
CORPORATE QUOTES AGENT
Legal and General
2000.06 - 2002.02
JUNIOR SECRETARY
Pagett Tannock Medical
1999.09 - 2000.06
ACCOUNT HANDLER
CGU Insurance
1997.09 - 1999.09
9 GCSE's -
Warlingham Secondary School