Daniel Moses Email & Phone Number

London, Gb

London, England, United Kingdom

London, United Kingdom

Resolving complex cases, involving a range of issues and often conflicting evidence.Ensuring cases are brought to a conclusion in the most effective, timely and efficient manner - consistent with the need of the parties concerned.Identifying the key issues and gathering appropriate information to enable case progression.Ensuring that the organisation’s processes and procedures are followed.Delivering work that is of a quality in line with the organisation’s requirements.Dealing with cases in line with the organisation’s Aims and Values.Day to day management of caseload, including keeping the organisation’s casework management system updated at all times and using the system to generate correspondence.Developing relationships, both internal and external, to enhance ability to deal with cases appropriately.

London, United Kingdom

Resolving disputes between pensions firm, independent financial advisers and their customers. The main objective of this role is to weigh up evidence from both sides, and form a conclusion that is fair, reasonable and impartial. Consistently meeting – and exceeding – progression targets for simple and complex cases, whilst maintaining appropriate quality standards, for a new product area for nearly a year. Analysing large amounts of written material and forming balanced, well-reasoned decisions, in line with FOS guidance and processes.Actively managing personal caseload by organising work load, prioritising in line with case age and consumer need, and managing financial businesses’ and consumers’ expectations with regard to outcome and timescale.

London, United Kingdom

Investigating disputes between banks, credit card companies and their customers; weighing up the evidence from both sides; forming fair, reasonable and impartial opinions. Consistently meeting – and exceeding – financial targets for both case assessments (written opinions) and closures, for nearly two years. Carrying out “Quality Assurance” checks on colleagues’ work, which involved reviewing their understanding of complaints, and providing feedback / coaching where appropriate. I was chosen for this because my work was recognised as being amongst the highest quality in the department. Implementing discrete projects – “Flexible Loans”; “scam cases” – which involved investigating complaints with high visibility which carried potential reputational risks; these required very close attention to detail, and excellent phone manner. I was chosen for these projects because my phone manner / explanations were recognised as being of a high quality.

Bristol, United Kingdom

Managing a portfolio of small and medium-sized businesses in LBG’s wholesale “business support unit”. These businesses were experiencing liquidity or trading difficulties. The main purpose was to return them to normal trading – if appropriate – as soon as possible. Speaking on the phone with external customers – debtors, guarantors, financial advisers and legal representatives – regarding the various types of support available to businesses in difficulty, which helped maintain LBG’s professional image, mitigate reputational damage, and fulfill LBG’s various regulatory commitments, e.g. Treating Customers Fairly.Providing a single point of contact for internal customers – relationship managers and regional bank managers – regarding LBG’s guidance for businesses in difficulty, which helped to provide excellent customer service. Negotiating cash settlements, re-financing loan agreements – and other financial liabilities – as well as overseeing insolvency and litigation proceedings on behalf of LBG.

Bristol, United Kingdom

Contacting financial advisers – by phone, email and letter – to provide product information, marketing material, and technical support.Supporting account executives / consultants – internal colleagues liaising directly with independent financial advisers – to reach their sales targets for various SW products.Promoting SW’s online offering – and providing technical and limited I.T. support – which helped to reduce costs and save time through administration.

Master’S Degree, Business Administration And Management, General, Pass

MSc in Management. Generalist degree including units in: economics; finance; accounting; operations management; project management.

Bachelor’S Degree, Foreign Languages And Literatures, General, 2:1

Degree majoring in two languages (French; Italian) with minor units taken in other languages (Spanish; Mandarin). Units included: written.