Financial Advisor Customer Service
Resume:
Kym Nicola Ridge
Education
Bachelors degree in Accounting
University of Hertfordshire, England
Work History
**** - **** (Nov)
Morses Club
Customer Service, Financial Advisor, Sales, Marketing, Credit Control e Head hunted
e Managed the sales and collections process
¢ Processed on average $10,000 loans per wee
payment delivered to the clients place of residence
© Collections were either cash or card payments
¢ Daily cash reconciling and weekly banking
e Acted as a financial advisor by discussing bene
renewal payments
Monitored and recommended payment frequency c
Manager
¢ Confirmed customer identification,
signature on loan contract(s)
® Contacted customers who have not renewed their whom failed to make regular agreed payments
¢ Monitored the accuracy of customer classifications acc payment history and habits
e Maintained customer conta
e Updated customer informatio
protectionpolicies
Scheduling client appointmen
e Accomplishments: Collected
(175 customers)
k which was delivered via cash
fits of timely loan agreement
hanges to the General
collected money, and obtained customers?
oan contract(s) and those
ording to customer
ct over the phone and thro ugh field visits
d adhered to data
n to maintain accuracy an
ts on a daily basis
90% revenue sales, built a territory from scratch
Provident
2013 ? 2015
Sales, Marketing, Credit Control, Customer Service, Financial Advisor e Managed the sales and collections process
Processed on average $10,000 in loans per week which was delivered via cash payment to the clients place of residence
¢ Collections with either cash or card payments
e Daily cash reconciling and weekly banking
e Acted as a financial advisor by discussing benefits of timely loan agreement renewal payments
¢ Monitored and recommended payment frequency changes to the General Manager
¢ Confirmed customer identification, collected money, and obtained customers? signature on loan contract(s)
® Contacted customers who have not renewed their loan contract(s) and those whom failed to make regular agreed payments
¢ Monitored the accuracy of customer classifications according to customer payment history and habits
e Maintained customer contact over the phone and through field visits
© Accomplishments: Collected 90% revenue sales
Willmont Dixon
2012 -2013
Call Center Advisor
¢ Analyzing whether it was profitable to deploy a technician out of hours Analyzing whether the repair was a potential health risk and determine the criteria level
Updating spreadsheets using Excel about client information and call logs Skills
Microsoft Office (Word, Excel, Access and Powerpoint) Sageline50O
Typing speed: 45wpm
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