Natalie Anderson

Experience

• 

  Holland & Barrett

  Mar 2016 - Oct 2017

  Sales Assistant
• 

  Phoenix Group

  Oct 2017 - Feb 2019

  Call Centre Customer Service Representative
• 

  Direct Line Group

  Feb 2019 - Oct 2019

  Claims Handler
• 

  Lombard

  Oct 2019 - Oct 2021

  Assistant Relationship Director - Asset Finance

  My main responsibility was to assist the Relationship Managers with the following tasks - • Creating and issuing finance quotes• Effective management of the proposal pipeline• Aiding new business growth• Navigating and preparing deals for documentation• Completing Anti Money Laundering checks• Arranging and attending customer meetings• Helping to devise and execute contact strategy by undertaking customer care calls• Ensuring that contact is made for at least 95% of our customers on a quarterly basis• Investigating and updating arrears on a weekly basis• Arranging weekly calls / meetings with my RM’s• Submitting proposals to credit / preparing reports for client reviews (chasing for documentation such as MI)• Collaborating with external stakeholders• Sharing articles to customers and promoting the use of social media• Act as a first point of contact in dealing with customer queries on a day-to-day basis• Prepare marketing material for new clients and prospective clients Show less

• 

  Shawbrook

  Oct 2021 - now

  Within this role I supported one Client Director and two Client Managers with the day to day running of the Corporate Lending portfolio. My main responsibilities within this role are – • Managing Asset Based Lending facilities from £1m to £35m.• Checking and approving clients schedules and credit notes / highlighting any discrepancies.• Supporting with Annual Review preparation including populating credit templates, calculating pricing and extracting financials.• Arranging client visits / preparing meeting notes.• Analysing borrowing base certificates on stock facilities.• Approving payments based on availability.• Attending portfolio review meetings and highlighting potential risks.• Communicating with clients via phone and email.• Assisting with the set up of new clients / managing away leavers. Show less Within this role, I was expected to undertake Customer Service, Risk Management and In-life Management activities. My main responsibilities include – • Answering telephone calls and email enquiries• Dealing with HPI queries and ensuring HPI interest is correctly registered• Producing and issuing welcome letters, annual statements and VAT invoices• Dealing with In Life Management queries from customers, brokers, dealers and staff• Arranging original documents to go off site• Calculating and providing termination quotes and issuing settlement letters• Produce sales invoices and deal with settlement and invoice enquiries• Liaising with other departments to enhance and improve Customer Services and promote good business practice• Adhere to all Legal, Regulatory, Compliance policies and procedures• Maintain an awareness of changes to legislation including CCA, DPA and AML regulations and ensure compliance• Report and escalate potential risk events to the Customer Support Manager / Compliance Manager• Maintain a knowledge of Hire Purchase and Leasing products• Good knowledge of MS Office suite – Excel and word Show less

  • Credit Risk Manager

    Sept 2024 - now

  • Assistant Client Manager - Corporate Lending

    Feb 2023 - Sept 2024

  • Business Finance Customer Services

    Oct 2021 - Feb 2023