Dan B.

Experience

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  Redfin Management LLP

  Jul 2015 - Jul 2015

  Bookkeeping Assistant (Work Experience Placement)

  • Performed accounting tasks and shadowed an assigned mentor.• Assisted the accountants with queries and streamlining accounting processes.• Organised paperwork in date order, communicated with other employees and assisted them with their work.

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  McDonald's

  Feb 2017 - Sept 2017

  Crew Member

  • Helped customers through the ordering process.• Leveraged training and performed key functions including cooking all products, portion control, ordering of food and consumables.• Maintain friendly and professional customer interactions at all times.

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  Tesco

  Sept 2017 - Feb 2020

  Customer Assistant

  • Delivered seamless customer-focused service underpinned by thorough and transformative procedures which ensured continuous customer satisfaction and retention which resulted in enhanced profit margins for the business. • Achieved Bronze, Silver and Gold customer service awards which depended on the accumulation of positive customer reviews across multiple platforms, subsequently generating a greater volume of products advertised to potential buyers resulting in increased sales revenue. • Generated an influx in company income streams by meeting targets through the development of cliental rapport building and atmosphere enrichments Show less

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  Kuflink

  Mar 2018 - Mar 2018

  Work Experience Placement

  • Acquired significant knowledge in business operations working in different departments of the company.• Supported the marketing, sales, IT, underwriting, finance and collections departments• Undertook projects/tasks to support the management team as required.• Kept up to date with relevant industry news and capitalised upon opportunities that exist within the marketplace.

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  Nationwide Building Society

  Feb 2020 - Oct 2021

  Member Representative

  • Proficient at identifying and documenting innovation opportunities to maximise business profitability and performance; an essential component of the collaborative success in ascertaining the leading South-eastern district in home insurance referrals and savings appointment bookings.• Skilful in identifying opportunities for expanding business operations and increasing productivity; influential in establishing efficient financial planning techniques and determining investment leads.• Responsible for orchestrating innovative data pilot schemes, the functionality of which is reliant upon data collection, protective data management and collation to corporealise data into form to share with the team to maximise administrative efficiency.• Adept at conceptualising suitable technology solutions that follow current market demands and customer requirements to enhance business success and productivity.• Instrumental in establishing innovative data analysis techniques necessitated by an unprecedented reconfiguration of company operations that situated representatives remotely; responsible for devising, deploying and monitoring data processing systems that coordinate phone enquiries with call transfers to increase account openings. • Essential in effectively coordinating monthly communications of 50 mortgage deal current account members to expand business operations and increase productivity.• Proficient in utilising accountable freedom training to critically analyse complex client issues to adapt distinct strategic planning techniques that assess client needs on a case-by-case basis to solve individual problems efficiently. Show less

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  Fingerprint Financial Planning

  Oct 2021 - Jan 2022

  Mortgage Administrator

  • Supporting the team of Mortgage Advisors with processing mortgage applications and processing protection applications.• Keeping our clients fully aware of the progress of their mortgage by providing regular proactive contact to answer any queries and to resolve any issues.• Liaising between Lenders, Solicitors, Sales Progressors, Estate Agents & Mortgage Advisors to ensure seamless progression of our clients’ mortgage case.• Maintaining a compliant service in line with the Financial Services Authority and our obligations to/from clients under the Data Protection Act.• Updating records contained on our computer software and completing all relevant compliance paperwork. Show less

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  Kuflink

  Jan 2022 - now

  Account Manager