Clare Patten Email & Phone Number

London, England, United Kingdom

London

• Issuing and quality checking issuing of Bonds and related invoices.
• Dealing with client and broker queries regarding new bonds, closing bonds and invoices.
• Daily banking to review payments received and dealing with internal reconciliation queries.
• Lead internal reviews of aged unpaid invoices.
• Compiling reports on outstanding invoices and then following them up with clients and brokers.
• Providing support and cover for the Team Leader.

London, United Kingdom

• August 2013 - March 2014 IT & Data Management Senior Consultant
• In addition to Knowledge and Data Management role, dealing with IT Helpdesk queries.
• Agile Working representative for IT team.
• Booking team meetings, compiling agenda items and taking minutes.January 2012 – July 2013 Knowledge and Data Management Senior Coordinator
• Administration of the CRM database (Salesforce), including access management, data sourcing and quality management.
• Providing induction and modular training to staff of all levels.

Brentwood

• September 2010 – December 2011 Transaction Control Senior Technician
• Maintaining error database, including control reports, access management and database improvement.
• Running MI from the database to be shared with other departments for error analysis and error reduction.
• Implementing process improvements.
• Asses training needs for the team and individuals, and ensure the needs are fulfilled.
• Arranging and conducting interviews, as well providing feedback for candidates.June 2009 – March 2010 Middle Office Corrections Team Leader

London, United Kingdom

• November 2004 – October 2006 Dealing Services Manager
• Tracked volumes, complaints, quality, productivity and service levels, and provided MI on KPIs.
• Attended operational visits with the Sales team and contributed to devising SLAs.August 2002 – October 2004 Existing Business Deputy Manager
• Coached the team supervisors through 1-1s, appraisals and development and training plans.
• Managed relationships with internal clients, external vendors and regulatory bodies.August 2000 – August 2002 Postal Dealing Manager
• Monitored and improved accuracy, monitored productivity and set up cross training schedules.January 1997 – July 1999 PEP/ISA Supervisor

Education record

Education record