Zoe Taylor
Willaston,Cheshire
Summary
Experienced School Business Manager, adept at budget planning and forecasting, financial leadership, and office management. Demonstrates strong analytical skills and the ability to manage school budgets in alignment with development plans, ensuring compliance with financial reporting requirements. Skilled in team leadership and motivation, managing recruitment, appraisal, and professional development of staff.
Previous role as Mortgage Underwriter and Trainer at HBOS involved assessing financial data for mortgage applications, producing offers up to £1 million, and providing training to junior underwriters.
Highly motivated, organised, and capable of working on own initiative while being an effective team member. Highly organised, flexible, and trustworthy professional.
Overview
34
34
years of professional experience
5
5
years of post-secondary education
Work History
School Business Manager
West Cheshire and Chester Council
Willaston, Cheshire
09.2011 - Current
- Set and manage school's budget in alignment with school development plan.
- Submit the annual budget for review to the Governing Body.
- Monitor the budget all year round, advising the Head teacher where revisions or changes are needed, and report to Governors in half-termly meetings.
- Forecast future years’ budgets based on the school’s estimated funding and expenditure, to enable the Head teacher to make strategic, long-term decisions.
- Comply with financial reporting requirements, and submit statutory returns.
- Oversee school bank accounts on a day-to-day basis, ensuring money is banked, invoices are paid promptly, money owed is collected, and clear records are kept.
- Manage the school's budget, including monitoring and reconciling, on a monthly basis.
- Oversee the school procurement and purchasing, ensuring cost-effective purchasing of supplies and equipment.
- Management of office and premises staff, including managing recruitment, appraisal, and professional development.
- Act as the first point of contact for parents, carers, and visitors arriving at the school.
- Deal with telephone and face-to-face enquiries efficiently, and in a professional and supportive manner.
- Completed duties to deliver on targets with accuracy and efficiency.
Homemaker
Home Address
Willaston, Cheshire
06.2009 - 08.2011
- After redundancy from HBOS I was a stay at home mum looking after my 3 children.
- I did voluntary work at the the school my children attended and was an active member of the school's PTA.
Fraud Analyst
HBOS
Chester, Cheshire
06.2008 - 06.2009
- Reviewed CIFAS database for matches against applications made for credit.
- Dealt with customers over the telephone whose identities had been at risk to discuss and clarify details within applications.
- Reviewed financial transactions, bank accounts, and documents for any potential fraudulent activity.
- Liaised with other departments ensuring accurate information obtained and checked to prevent further fraud.
- Carried out day-to-day duties accurately and efficiently.
- Successfully delivered on tasks within tight deadlines.
- Handled sensitive information discreetly whilst maintaining confidentiality throughout investigation processes.
Senior Mortgage Underwriter and Trainer
The Mortgage Business (HBOS)
Chester, Cheshire
07.1991 - 06.2008
- Assessed financial data such as income, expenses, and debts to determine borrowers' creditworthiness for mortgage applications.
- Produced mortgage offers up to £1 million.
- Maintained strict confidentiality with sensitive information, adhering to data protection regulations.
- Promoted client satisfaction with swift decision making in policy approvals.
- Delivered excellent service and support to brokers using consistent, timely, and proactive approach to underwriting.
- Managed workload efficiently, meeting tight deadlines and maintaining high quality output.
- Identified and reported suspicious events in line with anti-money laundering legislation and procedures.
- Dealt with customers over the telephone to verify identity and check information submitted for applications was correct.
- Led training sessions for new underwriters and support staff, enhancing team expertise and improving overall efficiency.
- Provided training and mentorship to junior underwriters, fostering a culture of continuous improvement.
- Planned training schedules, prepared materials and booked necessary rooms and facilities.
- Evaluated staff performance post-training; provided constructive feedback accordingly.
Education
GCSEs -
Kingsway High School
Chester 09.1984 - 06.1989
Skills
- Data analysis
- Financial reporting
- Team Leadership and motivation
- Organisational awareness
- Friendly customer service
- Calm under pressure
Affiliations
- Reading
- Keeping fit
- Travel
Timeline
School Business Manager
West Cheshire and Chester Council
09.2011 - Current
Homemaker
Home Address
06.2009 - 08.2011
Fraud Analyst
HBOS
06.2008 - 06.2009
Senior Mortgage Underwriter and Trainer
The Mortgage Business (HBOS)
07.1991 - 06.2008
GCSEs -
Kingsway High School
09.1984 - 06.1989
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