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.• Business Unit representative for roll out of new database.• Business Unit representative for the Agile Working project.• Member of the Charity Committee.

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.• First line support for database issues and queries via Helpdesk function.• Coordinate database development and improvement.• Well Being representative for Operations department.

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• Led the team during the testing for the launch of a new service and system implementation.• Liaised with the Management Company and internal developers to highlight and resolve issues.• Logged and escalated procedural and system issues during transition period.October 2008 – June 2009 Transaction Control Projects Team Leader• Managed high value corrections, breaches sign off, and team control reports using the error database.• Implemented process improvements, as well as testing requested system improvements.• Attended industry seminars.October 2007 – October 2008 Transaction Control Team Leader• Managed breach review and sign off, error correction and reporting for selected Management Companies.• Trained staff based in Pune, India, and subsequently acted as their Team Leader.October 2006 – October 2007 Technical Specialist• Reviewed and completed sign off forms for regulatory breaches.• Using the error database highlighted error trends to relevant managers.

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• Support to the manager, including diary management, room booking, minute taking and training.February 1996 – January 1997 PEP Administrator• Administration on the New Business team and on the Existing Business team.January 1995 – February 1996 Data Clear Up Administrator• Ensured that all clients had the correct address format.September 1994 – January 1995 Bonds Administrator• Data entry and assisted with large client mailings.

Education record

Education record