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Stephen Forshaw

@stephenforshaw

Customer operations and complaints professional in financial services, assessing customer outcomes across remediation and complex casework.

United Kingdom
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What I'm looking for

I’m seeking a permanent opportunity with strong progression potential, ideally within a remote-first organisation. I’m open to customer operations, complaints, remediation, financial services, compliance and KYC/AML roles.

At St. James’s Place (SJP), I reviewed customer accounts to assess whether clients received the appropriate level of service for the annual fees paid. I assessed outcomes, identified potential discrepancies and supported accurate remediation decisions.

At TSB Bank (via Huntswood Associates), I investigated complex customer complaints by gathering and assessing information before determining appropriate outcomes. I also presented data and outcomes in senior team meetings.

Across case-handling roles at The Very Group (via Hazell Carr) and Amigo Loans (via Huntswood Associates), I reviewed irresponsible lending complaints and assessed affordability evidence. My work included analysing bank statements and managing individual caseloads.

My regulatory experience includes KYC profiling and checks, anti-money laundering, financial crime, sanctions investigation and transaction monitoring. I’m seeking a permanent opportunity with progression potential, ideally at a remote-first organisation.

Experience

Work history, roles, and key accomplishments

MH

Remediation Delivery Support

Marston Holdings

Jun 2025 - Oct 2025 (4 months)

Handled customer queries related to penalty notices and remediation processes, providing clear guidance and maintaining accuracy and service standards.

AL

Inbound Service Advisor

Amigo Loans

Dec 2023 - Oct 2024 (10 months)

Handled inbound customer calls covering claims, redress breakdowns, and complex complaints, using effective communication and conflict-management skills.

TG

Senior Case Handler

The Very Group

Jun 2023 - Nov 2023 (5 months)

Reviewed irresponsible lending complaints, assessed affordability evidence, and managed an individual back-office caseload against quality and productivity targets.

HO

Customer Claims Advisor

Homeserve

Nov 2020 - May 2021 (6 months)

Assessed customer situations, resolved issues by telephone, and coordinated engineer visits, developing strong relationships with operational teams.

Education

Degrees, certifications, and relevant coursework

SC

St Helens College

BTEC National Diploma, Sports Science

Completed a BTEC National Diploma in Sports Science.

KS

Knowsley Hey Comprehensive School

GCSE, General Studies

Grade: A–C

Attained GCSEs at grades A–C, including Maths and English.

Tech stack

Software and tools used professionally

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