Lisa Batani
@lisabatani
Financial services operations professional specializing in pension administration and fraud case resolution.
What I'm looking for
I’m a financial services and operations professional with experience across pension administration, fraud operations, customer case management, and regulated support environments. I’m known for handling sensitive data with accuracy and compliance, and for resolving complex member and customer queries with a high service standard.
In my current role as a Pension Administrator at Scottish Widows, I administer pension member accounts, manage benefit-related documentation requests, and update cases within service deadlines. I investigate discrepancies, resolve complex member queries, and work across internal pension systems, digital workflows, and stakeholder communication channels—especially in a hybrid environment.
Previously, as a Customer Service & Operations Analyst (Fraud) at NatWest Group, I investigated suspicious account activity and supported fraud prevention processes while managing sensitive, security-focused customer cases. I also provided fully remote customer support for Utility Warehouse and handled member enquiries and escalations at People’s Energy, using systems such as ENSEK and Freshdesk—consistently adapting quickly to new systems and operational challenges.
Experience
Work history, roles, and key accomplishments
Pension Administrator
Scottish Widows
Jun 2023 - Present (3 years)
Administer pension member accounts and process benefit-related queries, documentation requests, and case updates. Investigate discrepancies and resolve complex member issues while maintaining compliance with regulatory requirements and accurate, timely case completion.
Fraud Operations Analyst
Natwest Group
Jul 2022 - Nov 2022 (4 months)
Investigated suspicious account activity and supported fraud prevention processes by managing sensitive customer cases. Partnered with internal teams to resolve fraud-related cases efficiently while following financial security procedures and data protection standards.
Remote Customer Service Advisor
Utility Warehouse
Oct 2021 - Apr 2022 (6 months)
Provided customer support via phone, email, and back-office case handling while managing confidential customer data. Resolved account queries remotely by quickly adapting to internal systems, compliance standards, and operational workflows.
Membership Support Agent
People’s Energy
Sep 2020 - Sep 2021 (1 year)
Managed inbound member enquiries and complaints, handled account changes, and escalated cases as needed. Worked across phone systems and ticketing platforms, using specialist tools to deliver accurate administrative updates.
Education
Degrees, certifications, and relevant coursework
I.S.I.S. Niccolini–Palli
Languages Diploma, Languages
Completed a Languages Diploma at I.S.I.S. Niccolini–Palli in Livorno, Italy.
Availability
Location
Authorized to work in
Social media
Job categories
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