Tracie Mooney QFA

Experience

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  Cork County Council

  May 2005 - Feb 2006

  Clerical Officer

  Issuing of motor tax. Dealing with customers both face to face and over the telephone.Balancing cash at end of the day.General administration.Data entry.

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  Permanent tsb

  Jan 2006 - Oct 2011

  Management of a portfolio of Auto loan accounts which went into default, making contact with customers and businesses to process immediate payment or to make alternative arrangements to ensure that arrears did not escalate.Authorising possible reschedules and deferrals on stressed accounts.Regularly exceed weekly targets set. Assessment of income & ability to repay debt.Authorised cheque signature and signing of legal loan documents. Responsible for the assessment of car loan applications. Assessment of income and ability to repay debt.Approving/declining car loan applications.Liaising with the Risk Department.Exceeded service levels agreed with the prompt turnaround of loan applications. Built business relationships with dealers and clients face to face and over the telephone.Support of the development of new business in all regions.Administration support.

  • Collections Agent

    Jan 2010 - Oct 2011

  • Finance Underwriter

    Jan 2006 - Jan 2010
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  Marriott Vacation Club International

  Nov 2011 - Jul 2013

  Financial Services Research Assistant

  Interpreting financial transactions in various systems for associates and owners. Preparation of detailed Financial Statements for Loans and Maintenance Fee accounts.Accounting adjustments and refunds.Review of multi currency payments received i.e. through bank wire, cheques, direct debit and credit card payments, initiating internal bank transfers or returns. Weekly reconciliations of accounts.Financial Reporting Support, i.e. Month End Delinquency Reports and New Finance Accounts. Support during main billing annually. Administration. Show less

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  Dolphin International Group

  Jul 2013 - Nov 2015

  Administration Coordinator (Ireland)

  My role carried special responsibility for the administration of Irish investments done through accredited Irish Introducers approved by Dolphin International Group. This included the initial set up of the investments, issuing of loan agreements, monitoring funds and ensuring interest payments were made to investors as per the agreement. My role also included responsibility for the administration of Irish pension investments through pension company Wealth Options Trustees Ltd. liaise with the different departments within wealth options e.g. PRB SIPP, ARF, AMRF and issuing official communication to clients and Introducers regarding individual investments. Dolphin International Group also launched a new product in the UK market offering new build construction investment opportunities. I also managed the administration of this project .www.dolphinig.com Show less

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  Alpha Wealth

  Nov 2015 - now

  Financial Services Manager

  My role with Alpha Wealth is to manage all functions of Business . This includes overseeing all Life, Pension & Investment Business through various platforms of Personal, Company and Pension Investors. I manage client portfolios and I am also fully responsible for liaising with all Product Providers and Life Offices specifically the Investment Business with which Alpha Wealth has agencies.