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I am a highly experienced and reliable professional with a strong background in Administration, Account Management, Customer Retention, and Credit Control. I pride myself on building lasting relationships, managing multiple priorities, and working independently.\n\nWith over a decade of experience across the finance and tech sectors, I am seeking a flexible hybrid/remote role (full-time or part-time) where I can apply my organisational skills, client relationship expertise, and ability to deliver results in a supportive, values-led environment.…I am a highly experienced and reliable professional with a strong background in Administration, Account Management, Customer Retention, and Credit Control. I pride myself on building lasting relationships, managing multiple priorities, and working independently.\n\nWith over a decade of experience across the finance and tech sectors, I am seeking a flexible hybrid/remote role (full-time or part-time) where I can apply my organisational skills, client relationship expertise, and ability to deliver results in a supportive, values-led environment.

Gori Virdee

Project Manager, Content Producer, Content Creator, +5

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I am a highly experienced and reliable professional with a strong background in Administration, Account Management, Customer Retention, and Credit Control. I pride myself on building lasting relationships, managing multiple priorities, and working independently.\n\nWith over a decade of experience across the finance and tech sectors, I am seeking a flexible hybrid/remote role (full-time or part-time) where I can apply my organisational skills, client relationship expertise, and ability to deliver results in a supportive, values-led environment.…I am a highly experienced and reliable professional with a strong background in Administration, Account Management, Customer Retention, and Credit Control. I pride myself on building lasting relationships, managing multiple priorities, and working independently.\n\nWith over a decade of experience across the finance and tech sectors, I am seeking a flexible hybrid/remote role (full-time or part-time) where I can apply my organisational skills, client relationship expertise, and ability to deliver results in a supportive, values-led environment.

Available to hire

I am a highly experienced and reliable professional with a strong background in Administration, Account Management, Customer Retention, and Credit Control. I pride myself on building lasting relationships, managing multiple priorities, and working independently.\n\nWith over a decade of experience across the finance and tech sectors, I am seeking a flexible hybrid/remote role (full-time or part-time) where I can apply my organisational skills, client relationship expertise, and ability to deliver results in a supportive, values-led environment.

Skills

Experience Level

Expert

Expert

Expert

Expert

Expert

Expert

Expert

Intermediate

Intermediate

Language

English

Fluent

Work Experience

Temporary Admin Assistant at BHW Solicitors Firm

September 30, 2025 - September 30, 2025

Managed incoming and outgoing post, scanning, filing, and archiving documents to ensure compliance and accessibility. Updated the firm’s Practice Management System and maintained key dates diary for accuracy and deadline tracking. Handled client and third-party enquiries via phone and email with professionalism and discretion. Provided reception cover, greeting visitors and managing mainline calls. Supported the department with document production, diary management, and general office administration. Demonstrated ability to prioritise tasks independently and work accurately in a fast-paced legal environment.

Associate Retentions Specialist – EMEA, US & AUS at CloudCall

March 31, 2025 - March 31, 2025

Successfully managed global client accounts remotely across EMEA, US & AUS, achieving retention targets through virtual communication.Developed retention strategies using customer insights and data trends, improving client satisfaction and loyalty.Handled credit control: negotiated repayment plans, contacted clients with outstanding balances, and updated financial systems daily to ensure data accuracy.Built and maintained strong client relationships while managing sensitive financial conversations with empathy and professionalism.Collaborated with finance and technical teams to resolve issues efficiently and ensure client retention.

Associate Account Manager at CloudCall

January 31, 2022 - January 31, 2022

Oversaw a portfolio of accounts, driving engagement, renewals, and upselling opportunities to increase revenue.Processed upgrades and service package changes, consistently meeting retention and revenue targets.Analysed customer usage data to anticipate issues and provide tailored recommendations.Delivered internal training sessions on relationship management and handling complex conversations.Demonstrated ability to work independently while managing client needs across multiple time zones.

Business Development Management Support at Royal Bank of Scotland – NatWest Intermediary Solutions

October 31, 2018 - October 31, 2018

Provided administrative and case-handling support for mortgage brokers and business development managers.Investigated and resolved complex mortgage issues, ensuring applications progressed smoothly within SLAs.Maintained accurate records and updated internal systems daily to track application progress.Advised brokers on credit policy, product information, and documentation requirements.Ensured excellent customer service by handling enquiries promptly and professionally.

Team Deputy – Broker Support Team at Royal Bank of Scotland – NatWest Intermediary Solutions

August 31, 2016 - August 31, 2016

Deputised for team leader by leading huddles, allocating workloads, and monitoring KPIs.Provided team support and training, including onboarding new staff and mentoring colleagues.Handled escalated queries and ensured SLA compliance to maintain service standards.Managed broker administration tasks including onboarding, rate checks, mortgage illustrations, and issue resolution.Recognised for improving team efficiency and ensuring deadlines were consistently met.

Complex Complaint Handler / Insistent Switcher Case Handler at Royal Bank of Scotland – Corporate Complaints Centre

February 28, 2013 - February 28, 2013

Handled complex complaints within corporate channels and managed insistent switcher cases.

Mortgage Consultant – Live Web Chat / Telephone Consultant at Royal Bank of Scotland - Mortgage department

December 31, 2012 - December 31, 2012

Provided mortgage consultations via live web chat and telephone, guiding clients through product options and application processes while ensuring compliance and high service standards.

Temporary Admin Assistant at BHW Solicitors Firm

September 1, 2025 - September 1, 2025

Associate Retentions Specialist EMEA, US & AUS at CloudCall

March 1, 2025 - March 1, 2025

Successfully managed global client accounts remotely across EMEA, US & AUS, achieving retention targets through virtual communication. Developed retention strategies using customer insights and data trends, improving client satisfaction and loyalty. Handled credit control: negotiated repayment plans, contacted clients with outstanding balances, and updated financial systems daily to ensure data accuracy. Built and maintained strong client relationships while managing sensitive financial conversations with empathy and professionalism. Collaborated with finance and technical teams to resolve issues efficiently and ensure client retention.

Associate Account Manager at CloudCall

January 1, 2022 - January 1, 2022

Oversaw a portfolio of accounts, driving engagement, renewals, and upselling opportunities to increase revenue. Processed upgrades and service package changes, consistently meeting retention and revenue targets. Analysed customer usage data to anticipate issues and provide tailored recommendations. Delivered internal training sessions on relationship management and handling complex conversations. Demonstrated ability to work independently while managing client needs across multiple time zones.

Business Development Management Support at Royal Bank of Scotland – NatWest Intermediary Solutions

October 1, 2018 - October 1, 2018

Provided administrative and case-handling support for mortgage brokers and business development managers. Investigated and resolved complex mortgage issues, ensuring applications progressed smoothly within SLAs. Maintained accurate records and updated internal systems daily to track application progress. Advised brokers on credit policy, product information, and documentation requirements. Ensured excellent customer service by handling enquiries promptly and professionally.

Team Deputy - Broker Support Team at Royal Bank of Scotland – NatWest Intermediary Solutions

August 1, 2016 - August 1, 2016

Deputised for team leader by leading huddles, allocating workloads, and monitoring KPIs. Provided team support and training, including onboarding new staff and mentoring colleagues. Handled escalated queries and ensured SLA compliance to maintain service standards. Managed broker administration tasks including onboarding, rate checks, mortgage illustrations, and issue resolution. Recognised for improving team efficiency and ensuring deadlines were consistently met.

Complex Complaint Handler / Insistent Switcher Case Handler at Royal Bank of Scotland – Corporate Complaints Centre

February 1, 2013 - February 1, 2013

Handled complex complaints and insistent switcher cases; details can be provided upon request.

Mortgage Consultant - Live Web Chat / Telephone Consultant at Royal Bank of Scotland - Mortgage department

December 1, 2012 - December 1, 2012

Live web chat and telephone mortgage consultant; responsibilities can be provided upon request.