
Stephen Forshaw
@stephenforshaw
Customer operations and complaints professional in financial services, assessing customer outcomes across remediation and complex casework.
What I'm looking for
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
Remediation Support
St. James's Place
Nov 2025 - Jun 2026 (7 months)
Reviewed customer accounts to assess service levels for annual fees paid, supported remediation decisions, and managed sensitive customer information in line with compliance standards.
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.
Complex Complaints Advisor
TSB Bank
Nov 2024 - Feb 2025 (3 months)
Investigated complex customer complaints by gathering and assessing information, managed sensitive issues, and communicated outcomes professionally.
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.
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.
Case Handler
Amigo Loans
Sep 2022 - Jun 2023 (9 months)
Reviewed irresponsible lending complaints, assessed affordability at point of sale, and managed cases against quality and productivity targets.
Collections Advisor
Thames Water
May 2021 - Aug 2022 (1 year 3 months)
Handled inbound customer queries, payments, billing, and home-move enquiries, establishing payment plans and resolving complaints for customers in financial difficulty.
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.
Complaints Advisor
Barclays Bank
Jul 2020 - Nov 2020 (4 months)
Managed a backlog of complex business-banking complaints, gathering evidence, resolving issues efficiently, and communicating outcomes professionally.
PPI Case Handler
Lloyds Bank
Nov 2018 - Jul 2020 (1 year 8 months)
Handled complex PPI cases while maintaining high quality and productivity, and became a Subject Matter Expert supporting new starters and mentoring colleagues.
Sales Representative
Beercellars Ltd
Feb 2018 - Nov 2018 (9 months)
Processed orders, completed stock checks, issued invoices, and chased customer payments.
Insurance Broker
Wilsons Insurance Group
Feb 2015 - Dec 2017 (2 years 10 months)
Managed customer and broker relationships for HGV insurance and supported business development through strong communication and service.
Sales Advisor
Santander
Oct 2009 - Feb 2015 (5 years 4 months)
Provided customer service and complaints handling across banking products while supporting team standards and customer outcomes.
Repayment Advisor
Barclaycard
Nov 2005 - May 2009 (3 years 6 months)
Specialised in credit-card arrears, helping customers establish sustainable repayment solutions.
Education
Degrees, certifications, and relevant coursework
St Helens College
BTEC National Diploma, Sports Science
Completed a BTEC National Diploma in Sports Science.
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
Availability
Location
Authorized to work in
Salary expectations
Job categories
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