James Costello

At Angle Auto Finance we have established Culture Principles that are the cornerstone of how we work. Albeit These are:

Do the right thing

Bold and Courageous

Own it Deliver it

Win Together

Celebrate success.

The core functions of the team include processing manufacturer invoices (incl. reprices), providing remittances to customers, managing dealer stock swaps, releases and transfers, establishing capital loans, maintaining customer bank details, taking security deposits, bailing used vehicles and maintaining data reports.

• Collaborated with business partners improving operational efficiency.
• Provide personalised and timely support and help to Angle Auto Customers.
• Collaborated with the team to ensure manufacturers and dealers are paid promptly and accurately.
• Responsible for adhering to compliance requirements for your business.
• Contribute to continuous improvement of procedures and controls.
• Generate, maintain, and analyse reports.
• Complete production tasks.

• Achieved comprehensive proficiency in daily-used systems such as Veeva CRM, Reltio (MDM) and IQVIA, facilitating seamless Third party authority renewals and adeptly identifying when to raise various ticket types to streamline team information retrieval processes.
• Conducted a clean up of current Data Quality performance within the customer database.
• Engaged in extensive outreach efforts conducting hour-long conversations with over 70 AbbVie representatives across Australia & New Zealand, spanning various business units, to renew, request, confirm and validate customer information.
• Established robust interdepartmental relationships, fostering trust and collaboration to effectively achieve desired outcomes while adhering to task-specific criteria.

• Facilitated with the training of new hires, offering coaching and mentorship.
• Addressed and resolved escalations from dissatisfied investors.
• Assisted with Onboarding of new clients.
• Conducted outbound calls and extensive checks for AML / KYC / Bank verification and registration queries.
• Ensured quality checks on all emails from partners before sending them to investors.
• Provided assistance to analysts encountering difficulties with various processes.
• Traveled to UK to implement a new complaints procedure as part of our team's rollout.
• Designated as Complaint Handling Champion.
• Sat in on Monthly meetings with clients regarding KPI targets.

• Fund administrator for 19 fund managers in the UK.
• Client relationship building, providing excellent communication skills in dealing with complex queries.
• Provide assistance to Retail and Institutional Investors based in the UK via phone and email.
• Provide daily, weekly and monthly valuations to Nominee clients.
• Provide Monthly Reports for internal and external clients.
• Assist with ad-hoc queries such as subscriptions, redemptions and switch processes
• Serve as the main reporting contact for the client; full ownership for one or more processes. reports and/or procedures.

• Managed a high volume of incoming and outgoing queries, service requests and complaints.
• Adhering to data protection requirements as per client training.
• Taking ownership of customer queries, ensuring timely resolution and follow-up.
• Following correct processes to resolve queries efficiently.
• Meeting daily, weekly and monthly performance targets.
• Demonstrating integrity and aligning with Arise and our clients values.