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Theo Catterall

Theo Catterall

Certified

Data Analyst

Handelsbanken Plc | Manchester, UK

Technologies

My Portfolio Highlights

My New Certification

Data Analyst Associate

My New Certification

SQL Associate

Following my curiosity, exploring health, finance, and productivity-related topics.

My Work

Take a look at my latest work.

DataLab

Data Manipulation with pandas

My Certifications

These are the industry credentials that I’ve earned.

SQL Associate

SQL Associate

Data Analyst Associate

Data Analyst Associate

Other Certificates

Coursera Google Data Analytics Professional Certificate

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

Handelsbanken | Mar 2024 - Present

Data Analyst

Handelsbanken UK’s Data Analytics lead for the Contact Centre, Centralised Processing, and the National Broker Intermediation teams. I’m responsible for collecting, transforming, and organizing the team’s data, including leading the analysis and reporting automation.
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Handelsbanken | Dec 2022 - Mar 2024

Senior Branch Connect Officer

As a Senior Branch Connect Officer, I was responsible for supervising the operations and enhancing the support provided to the Handelsbanken's branch network through the processing and streamlining of non-value-added processes. My responsibilities included: Supervising – Ensuring SLA’s are achieved with the highest quality Change Management - Implementing strategic and tactical changes within the Branch Connect operation. Quality Assurance – Built a robust Quality Assurance framework and a data system within the Branch Connect Operation to understand First Time Pass Rates for each centralised process. Stakeholder Engagement MI – Developed and initiated the rollout of the Connect Teams Quarterly Management Information using dynamic dashboards, providing Branch and District service engagement to Senior Stakeholders. Training – Supporting the team by training and coaching to support the professional development, supporting data literacy and data skills

Handelsbanken | Feb 2022 - Dec 2022

Account Manager

As an Account Manager at the Handelsbanken Bolton branch I focused on delivering value and customer satisfaction. Experience: Customer portfolio - Responsible for the development and maintenance of a small corporate and private banking customer portfolio. General office management - providing support to the Branch Manager regarding health and safety issues, compliance, general administration, self- assessment etc. Managing documentation - Preparation and completion of all documentary requirements for lending facilities following credit approval through to drawdown, including instructing and being the ongoing liaison point with lawyers and valuers, ensuring all conditions precedent and conditions of sanction are satisfied prior to loan drawdown. Liaison with internal departments – Point of contact for internal departments especially CDD, AML remediation and legal advisors to ensure the branch Anti-Money Laundering and Know Your Customer records meet the highest regulatory standards.

Handelsbanken | Jul 2020 - Feb 2022

Project Analyst

lead the Business Banking Switch Scheme to its completion, Projects assigned to: Incentivized switching scheme (ISS) project - I successfully managed the coordination and completion of Handelsbanken PLC’s participation in the Scheme. Controls Database - Led the development and project documentation to ensure the management of existing controls within the Product Teams. NPC - Developed instructions for the New Product Checklist. Financial Control - Supported the Financial Controller by providing cost centre financial analysis and reporting detailed MI across the whole product range.

Handelsbanken | Jul 2018 - Jul 2020

Customer Support Specialist

As a customer support specialist, I assumed the mantle of a Digital Champion and successfully optimized contact centre processes. I devised troubleshooting methodologies to provide seamless assistance to customers and crafted comprehensive training materials and instructional videos, resulting in the effective training of new starters. I extended my responsibilities by compiling and presenting management information to senior leadership, providing valuable insights, and facilitating informed decision-making. Furthermore, I successfully established a departmental contingency location in Leeds to mitigate operational risks posed by the Covid-19 pandemic and ensure business continuity.

On the Beach | Jul 2017 - Jul 2018

Travel Experience Specialist - Nordics

As part of OnTheBeach Plc's International division, eBeach. Experience: Complaint Handling - Liaising with the Services Ombudsman and external stakeholders. Customer Service - Dealt with various tasks to help travelers before, during and after their holidays. Inbound Customer Sales - I was the top performer on my team, with an average conversion rate of 38%. I extended my responsibilities by offering support to the OnTheBeach marketing team with English to Swedish translations. In addition to taking ownership of producing Management Information to monitor KPI's in the Sales environment.

My Education

Take a look at my formal education

Polhemsskolan | 2017

About Me

Theo Catterall

A data professional with over 6 years of experience in financial services and a passion for data analysis. I turn complex data into actionable insights to drive business value.

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