Jo Purdy Email & Phone Number

Edinburgh, Gb

Edinburgh, Scotland, United Kingdom

• Business Development manager.• Legal advice.• Costs.• Recoveries.• Civil Litigation.• Commercial Litigation.• Contracts.• T&Cs • Banking.• Financial Services. • FCA regulated borrowing.• Maintaining and fostering current client relationships. • Introducing new clients to the Firm.• Training and seminars on Scottish procedures.• Negotiating terms of business and fee structures.• Tenders.• Annual audit reviews.• Advising on all areas of work including statutory demand, short form demand, summary diligence, pre- legal, litigation and enforcement including insolvency, for consumer, commercial and asset recovery clients and SMEs.• Managing a busy, award winning debt recovery team and responsible for the direction of the team in all aspects of debt recovery, compliance, recoveries, and client satisfaction whilst ensuring that we always provide a first class service to both internal and external customers.• Continual process improvement.• Providing clarity on all aspects of debt recovery from legal advice, costs, reporting and treating customers fairly with the best customer outcome. • Vulnerable customer specialist. FCA regulated environment.• Compliance and risk.• Regular attendance at seminars and industry events.• Reporting.• Invoicing.

Edinburgh, Scotland, United Kingdom

• Day-to-day Team supervision of a team focussed on a large high profile defended litigation project for a leading UK financial services client.• Allocating new instructions to the Team and ensuring that the client KPIs are met.• Daily and weekly client reporting. • Team queries and problem solving.• Drafting casework for defended cases under England and Wales’s legal jurisdiction. • Negotiating settlement of Claims. • Personnel responsibilities.• Working closely with the management teams based in Edinburgh, Glasgow, Manchester, Leeds, Sheffield and London.• Project management and delivery of results with colleagues in different time zones.

Edinburgh, Scotland, United Kingdom

• Day to day management of paralegals and recoveries agents clients with a portfolio of work in multi jurisdictions. (Scotland, Northern Ireland and England & Wales.)• Allocating work and ensuring that it is compliant.• Client on boarding process.• Client reports on a daily, weekly and monthly basis, weekly transaction reports, weekly and monthly recoveries forecasting, recoveries reports. • Preparing weekly pre-bills and weekly recoveries sweeps for clients.• Preparing adhoc weekly reports - complaints, vulnerable customers and disputes for clients. • Monitoring the client portal and ensuring urgent client instructions are reviewed allocated and completed correctly.• Attending monthly client meetings discussing recoveries, the development of the portfolio for each client and making recommendations for next steps.• Monthly compliance reviews with the Team. Call listening and ‘end to end’ file reviews. Mentoring and coaching the Team to ensure that we get the best outcome. Completing monthly 1-2-1 meetings and working closely with the L&D team.• Ensuring all work is delivered within the client SLA. Working closely with third party supplier solicitors confirming instructions on Hearings, sequestration and any non-standard queries. • Working closely with our client supplier Shoosmiths to ensure a seamless level of service to our client. • Using excel, to produce client reports, producing pivot tables to monitor work streams, using a diallers or instruct bulk outbound telephony.• Project Management. I played a pivotal role with getting our portfolio prepared in advance of the transfer from Shoosmiths to Equivo. • Developing new systems processes.• Recruitment. • Personnel.• Seeking continuous improvement of systems, processes, customer and client experience.

Edinburgh, Scotland, United Kingdom

• Client Relationship Manager.• Role model for delivering exceptional customer service.• Contributing positively to the overall performance of my department through effective leadership.• Responsible for inspiring, motivating and developing teams in achieving the department objectives. • Experience of coaching diverse, multi-functional teams. • Understands and has knowledge of various coaching techniques. • Excellent working knowledge of internal collections procedures and processes. • Experience of managing high performing teams. • Experience is managing key stakeholders both internally and externally, attending client meetings daily, weekly, monthly to discuss performance, initiatives and recoveries campaigns. • Ability to inspire and develop collections agents. • Excellent management/organisational skills - ability to manage/prioritise workloads. • Being a role model within the organisation, taking accountability for agent performance, reaffirming colleague engagement within the Team and the wider business.

Edinburgh, United Kingdom

• Team Leader, Recoveries Services Group, Edinburgh.• Fully responsible for the day-to-day running of the Financial Services Team. Supervisors, paralegals, recoveries agents and admin staff. • Fully responsible for allocating work, providing advice on complex legal queries, monitoring recoveries, setting daily, weekly and monthly targets, drafting daily, weekly and monthly reports to a number of debt purchase/assigned debt clients. • Monitoring my Team’s development and providing feedback re: individual performance, recoveries and development in monthly 1-2-1 meetings. • Working with our Business Assurance Team, Compliance Teams and our Learning and Development Teams. • Working with the Compliance Partner and play an active role in our Risk and Compliance Forum. • Member of the Senior Management Team in RSG working closely with the Team Manager and Partner in Edinburgh and my colleagues in our English offices. • Involved with client First Line Assurance audits. • Personnel issues. • Recruitment. • Regularly attends MALG meetings in Scotland and the North of England. • Specialist Complaints Co-Ordinator. • Overseeing all complaints lodged for the Financial Services Team, Business to Business Team and the Defended Team. • Conferring with the Customer, our clients and FOS (if required) to remedy the situation. • Vulnerable Customer Specialist. • Overseeing all correspondence lodged for the Financial Services Team in respect of Vulnerable Adults and making recommendations to the Case Handlers in the Recoveries Service Group in Edinburgh and also to our Client's.• Providing training on Vulnerable Customer's procedure.• Complaints Deputy to the Complaints Partner in Northampton providing support and advice in the absence of the Partner.• Financial Services Training and Mentoring Co-Ordinator. • Drafting a training schedule and responsible for all training.

Edinburgh, United Kingdom

• Paralegal Team Leader in a busy Debt Recovery team representing the largest financial institutions in the UK. • Responsible for a significant case load involving all areas of debt recovery including pre-litigation unsecured and secured debt, commission based recoveries, guarantee obligations, business cases with both commercial and business obligations Enforcement by way of charge for payment, earnings arrestment, bank arrestment, inhibition, adjudication, sequestration and arrestment and asset recovery. • Supervise, mentor and support the paralegals within my team. • Recognise and manage risk effectively.• Ensure the best working practices are adhered to by myself and my team.• Behave professionally at all times by demonstrating professional and ethical conduct.• Meet agreed fee earning targets and have an understanding of key financial issues relevant to my role.• Manage time effectively to maximise the profitability of work undertaken by myself and the team that I lead.• Commit to my personal development and the personal development of my team.• Demonstrate excellent organisational skills and the ability to work to deadlines and to supervise my team.• Responsible for recruitment of paralegals and occasion admin staff.• Responsible for training new staff.• Responsible for allocation of new instructions and delegation of work on a daily basis. • Responsible for meeting with clients and giving presentations to clients. • Undertaking legal research when required.• Developing, implementing and updating client procedures manuals.• Direct involvement with internal and external client audits.• Directly responsible for MI reporting. (Daily, weekly, monthly, quarterly.)

Parliament House, 1 Parliament Square, Edinburgh

Keepers Office responsibilities:• Fixing all civil court hearings. • Recording the Judges expenses.• Recording statistics and dealing with any queries in relation to the allocation of all hearings including proofs and proof before answer, starred and un-starred motions and interdicts.General Department E – L section and responsibilities:• Processing any work brought to the office by court runners, solicitors, party litigants, was legally sound whilst working closely with the Depute Clerks.• Ensuring my work section was organised, productions were obtainable, and dealing with any questions/queries and offering advice/recommendations as required.

Edinburgh Castle, Castle Hill, Edinburgh

• Tour guide and customer services representative.

South East Asia

Traveling around South East Asia.• Thailand, Cambodia, Laos, China, Japan and North Korea and South Korea. • Volunteer English teacher at Siem Reap, Cambodia, November to December 2003.

Suseong District, Daegu, South Korea

• Teaching English as a foreign language to Korean students 3 -16 years old, in a private school. (Ding Ding Dang, Children's English School, Siji, Suseong District, Daegu, South Korea.)• Teaching English as a foreign language to Korean adults, university students and professional people of all ages privately. • Coaching Korean mothers on specific areas of conversational English to assist with their children's English development.• Responsible for hiring English teachers to assist me with my own business teaching private lessons. Based in the Siji and Geonsan areas of Daegu, I was responsible for providing additional one on one mainly conversational English to students at my school in the evening or weekend.• Coaching high school and university students on specific areas of conversational English in preparation for exams.• Coaching business people on specific areas of conversational English in preparation for business development.• Month on month increase of my client portfolio.• Learning Korean as a new language.

Llb, Scots Law, 2.1

Activities and Societies: • Editor of the Edinburgh Napier University Law Review September 2012 to July 2014. • Edinburgh Napier.

Specialist Paralegal Qualification, Banking, Pass

• Pre-litigation procedures for Unsecured Borrowing including negotiation skills, • Raising Court action for Unsecured Borrowing. (Small.

Post Graduate Diploma, Newspaper Journalism

Achieving skills in feature writing, investigative journalism, and law of journalism, editing and magazine production.

Ba (Hons) Social Sciences, Psychology, Sociology And Economics, 2.1