Lauren Phillips
Bon Accord
Summary
Experienced financial services professional with over 10 years’ experience in banking, credit union operations, loans processing, customer service, and accounts management. Proven ability to supervise operations, ensure compliance with lending policies, maintain accurate financial records, and deliver high-quality customer service in fast-paced branch environments.
Overview
16
16
years of professional experience
Work History
Member Service Representative
WORKS CREDIT UNION
11.2018 - Current
- Loan application
- Recording & filing of customers information
- Bank deposit of daily sales
- Cashing functions
Accounts Receivables
PASSIFLORE LIMITED
11.2015 - 12.2017
- Data entry
- Recording & filing of customers information
- Bank deposit of daily sales
- PBX Operator
Accounts /Clerical Clerk
MINISTRY OF GENDER, YOUTHS AND CHILD DEVELOPMENT
11.2014 - 07.2015
- Recording & filing of government information
- Communicating with the public & internal staff
- Payroll functions and reconciliation
Branch Service Representative/Loans Officer
ISLAND FINANCE OF TRINIDAD AND TOBAGO LIMITED
01.2013 - 10.2014
- Loan applications
- Cashing functions
- Communicating with the public & internal staff
- Recording & filing of customers information
- Train junior staffs
Accounts Clerk/Customer Service Representative
THE EAU ZONE LIMITED
07.2011 - 01.2013
- Communicating with the public & internal staff
- Recording & filing of customers information
Clerical Assistant/On the Job Training Programme
MINISTRY OF THE PEOPLE & SOCIAL DEVELOPMENT
08.2009 - 06.2010
- Recording &filing of confidential information
- Communicating with the public & internal staff
- Registration of the public
Education
Post-Graduate Certificate - Business Administration
School of Accounting & Management
01-2024
Certificate - Supervisory Management
School of Higher Education Ltd
01-2020
Certificate - Accounting Assistant
Institute of Business & Administrative Company Ltd
01-2020
Certificate - Peachtree Accounting Foundation in A
School of Business & Computer Science Ltd
01-2016
Certificate - Junior Accountant Microsoft Office Excel
School of Practical Accounting
01-2016
CXC 'O' Levels - Mathematics, English A, Human & social Biology, Principles of Accounts, Office Administration, Social Studies
SCARBOROUGH SECONDARY SCHOOL
01-2008
Skills
- Branch Operations -Staff Supervision -Loan Processing & Disbursement
- Customer Service Excellence -Cash Management -Compliance & Documentation
- Accounts Receivable -Data Entry & Record Keeping -Banking Software
- Training & Mentoring -Office Administration
Timeline
Member Service Representative
WORKS CREDIT UNION
11.2018 - Current
Accounts Receivables
PASSIFLORE LIMITED
11.2015 - 12.2017
Accounts /Clerical Clerk
MINISTRY OF GENDER, YOUTHS AND CHILD DEVELOPMENT
11.2014 - 07.2015
Branch Service Representative/Loans Officer
ISLAND FINANCE OF TRINIDAD AND TOBAGO LIMITED
01.2013 - 10.2014
Accounts Clerk/Customer Service Representative
THE EAU ZONE LIMITED
07.2011 - 01.2013
Clerical Assistant/On the Job Training Programme
MINISTRY OF THE PEOPLE & SOCIAL DEVELOPMENT
08.2009 - 06.2010
Post-Graduate Certificate - Business Administration
School of Accounting & Management
Certificate - Supervisory Management
School of Higher Education Ltd
Certificate - Accounting Assistant
Institute of Business & Administrative Company Ltd
Certificate - Peachtree Accounting Foundation in A
School of Business & Computer Science Ltd
Certificate - Junior Accountant Microsoft Office Excel
School of Practical Accounting
CXC 'O' Levels - Mathematics, English A, Human & social Biology, Principles of Accounts, Office Administration, Social Studies
SCARBOROUGH SECONDARY SCHOOL
References
Would be furnished upon request.
Mailing Address
32 Silk Cotton Trace, Bon Accord, Tobago.