Mo S. Email & Phone Number

Birmingham, Gb

Birmingham, England, United Kingdom

Responsibilities Held:• Providing Expert Witness and/or an expert advisor for the purpose of legal proceedings.• Managing all incoming correspondence from Solicitors, Pension Schemes & Litigant in Person. • Obtaining all required information from Pension Schemes and Solicitor firms to carry out a Pension Report for legal proceedings • Dispatching Letters of Authority to Pension Schemes in obtain the required information to carry out a Pension Report• Dispatching final reports for legal proceeding to Solicitors for legal proceedings • Complying with court order instructions on behalf both/single parties • Providing transparent and neutral communication to both parties to avoid conflict of interest• Complying with the Part 25 Expert & Assessors/Family Procedure Rules • Single Joint Expert - providing expert evidence for use in proceedings on behalf of two or more of the parties (including the applicant) to the proceedings.• Invoicing Expert Witness Reports to both parties • Obtaining Pension Sharing Order (PSO) rights between the divorcing parties.• Complying with instructions from divorcing party to append complex equality of income, co-habitation date, marriage date, separation date and offset. (Ensuring all pre & post marital pension commencement figures)• Obtaining/ensuring Cash Equivalent Transfer Values (CETV) are accurate and up to date• Confirming factual Pension Sharing - Implementation from Pension Schemes• Following GDPR compliance, providing a legal framework for keeping clients personal data safe by having robust processes in place for handling and storing personal information, furthermore ensuring all data is encrypted• Ensuring a strategy in place for training and welcoming new starters on board• Administering work allocation to members of the team, ensuring it is arranged for the next step of legal proceeding process• Liaising with Report Writers in order to meet deadline for clients Final Court Hearing (FDR)

Birmingham, England, United Kingdom

Responsibilities Held:• Manging the work queues and prioritising work • Ownership of more complex cases• Processing and authorising all types of pension claims• Preparing daily and weekly reports for management• Keeping process notes for the team up to date• Train new members of the team to a suitable standard and be available for side-by-side coaching on a regular basis• Breach Identification & logging• Logging suspicious activity reports• Complaint handling and escalation to management• Responsibility for the maintenance of the daily financial rectifications for the team• Identifying process improvements and developing new processes to ensure greater customer satisfaction and a slim line process• Dealing with customers Flexi Access Drawdown plans• Authorising and paying clients pensions over the age of 55

Birmingham, England, United Kingdom

Responsibilities Held:• Provide day to day business support• Managing risk to make sure that key regulatory, operational, credit and control processes are adhered to• Overseeing the performance of the team against agreed objectives, taking steps to manage and drive performance• Making outbound/inbound calls to staff and customers• Communicating to customers and staff, via email/letters• Managing various software’s• Using advanced systems 'CRM' for logging and updating customer cases.• Processing emails, letters, and review applications• Revoking notices that have not been served correctly and maintaining log reports on excel spreadsheet for senior managers• Research, identify, and resolve customer enquires using applicable software• To develop and maintain relationships and communication both with internal and external customers, colleagues, and contacts

Wolverhampton, England, United Kingdom

Responsibilities Held:​• Dealing with customer complaints• Oversee customers that are going through financial difficulty and providing guidance on budgeting• Dealing with fraud/disputes enquires• Handling general credit/debit card enquires• Taking care of customers ISA accounts to clarify out what’s the best solution for their end game• Discussing eligibility on loan/overdraft options with customers• Reviewing customers mortgage/loan payments• Co-operating with collection department when coming to a financial agreement for an affordable plan for the customer