Jodi Bailey

Experience

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  WNS Global Services

  Jun 2014 - Aug 2015

  Senior Associate

  -Handles incoming calls- Investigating and solving general queries- Troubleshoots technical issues- Logs and keeps record of customer queries- Handled irate customers and challenging queries- Delivered outstanding customer service

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  Discovery Limited

  Sept 2015 - Jul 2021

  Calling clients on age analysis to arrange payment- Daily follow-ups on arrangements made with clients- Reducing monthly debit order rejections by following up on them daily/ weekly/monthly-Manipulating data on Excel with V-Lookup, pivot table, etc.-Diarizing and performing customer follow-ups-Loading manual debit orders and issuing manual refunds-Liaising with other departments to assist with resolving client queries, whereapplicable-Completing manual recons, where applicable-Assisting with unallocated credits, either by allocating as payments or issuingrefunds, where applicable- Returning calls on messages taken and received.- Email/ Post invoices and statements to clients-Meeting assigned targets and maintaining minimum required daily call rate asset out by management Show less

  • Credit Controller

    Apr 2018 - Jul 2021

  • Administrator

    Oct 2017 - Apr 2018

  • Senior Contact Centre Consultant

    Sept 2015 - Oct 2017
• 

  Growth Lending

  Jul 2021 - Sept 2023

  • Portfolio Management.• Relationship Management.• Accurate and timely processing of SIF invoices and FID ledgers, payment allocations and setting up payments to clients.• Monitor any unpaid and overdue invoices while ensuring the debtors have sufficient credit insurance, escalating any issues appropriately.• Writing client review papers• Review the client’s monthly/quarterly management information for covenant breaches and develop a greater understanding of risk in our international portfolio.• Understanding business models, markets, and funding needs of clients.• Ensuring high standard of client experience, risk management.• Ensuring continuous income growth and client retention.• Analysing financial information.• Partnering with Risk Team to gain broad understanding of all transactional risks.• Making facility recommendations. Show less • Understanding portfolio's business models, markets, funding needs and risk profiles • Credit control and monitoring of unpaid and overdue invoices• Partnering with the risk team and gain a broad understanding of all transactional risks and conveying these clearly to clients• Gathering and analysing financial information, then presenting recommendations regarding clients' facilities• Managing and maintaining key compliance documents and processes• Compiling of Risk Reports • Participating in tech development projects so that we continue to build an intelligent fintech platform Show less

  • Portfolio Support Manager

    Jul 2023 - Sept 2023

  • Relationship Manager

    Oct 2022 - Jul 2023

  • Client Coordinator

    Aug 2022 - Oct 2022

  • Funding Coordinator

    Jul 2021 - Aug 2022
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  FBX Capital Partners

  Sept 2023 - Apr 2024

  Receivables Finance Associate
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  Capital Business Loans

  Apr 2024 - now

  Business Development Manager