Nov. 23 – Present New Business Manager UK Mortgage Centre, Warrington
- Manage a team who monitor the diary of twelve mortgage advisers.
- Produce weekly and monthly key performance indicator reports on Excel for all advisers to show management the pipeline of each individual.
- Relay my findings to the head of sales in the company sharing opinions on what works well on a daily basis.
- A point of contact for the team when it comes to complaints and issues they face ensuring they are actioned and followed up.
- Monitor work flow to ensure each adviser has a fair allocation of differing types of mortgage and protection applications.
Sept. 22 – Nov. 23 Trainee Mortgage & Protection Adviser UK Mortgage Centre, Warrington
- Conduct comprehensive mortgage consultations with clients to understand their financial goals, preferences, and circumstances.
- Produce clear and concise documents that guide clients through the complexities of mortgage agreements, making the process accessible and understandable for the unique needs of each client.
- Analyse and assess clients' financial situations to recommend suitable mortgage products.
- Stay updated on market trends, mortgage products, and industry regulations.
- Provide accurate and up-to-date information to clients regarding mortgage options.
- Undertook and tracked my continued professional development in line with that of the Financial Conduct Authority to meet the criteria of a mortgage adviser.
Feb. 22 – Aug. 22 Mortgage & Protection case manager Right Click Finance, Liverpool
- Processed mortgage and protection applications.
- Spoke on a regular basis with clients, introducers, mortgage lenders and protection providers.
- Progression of mortgage and protection applications through to completion.
- Dealt with incoming calls and emails.
- Booked client appointments.
- Chased outstanding case requirements.
- Created and followed up invoices and reconciling payments from clients, networks, introducers and providers.
Sept. 18 – Jun. 21 Associate/Senior Auditor Ernst & Young LLP, Belfast
- Provided peace of mind to clients by using my skills and experience to give companies, investors, and regulators confidence in the validity of financial statements and business-critical information or processes.
- Developed and maintained productive working relationships with audit clients from a wide range of industries.
- Built strong credibility through displaying good insight and business acumen, applied technical competence, and engaged in relevant discussions with clients and engagement teams.
- Direct field work, informed engagement leaders of audit engagement status and managed staff performance. Supervised the execution of complex parts of an audit engagement.
- Completed audit procedures and documented higher risk areas in order to broaden my technical skills (e.g. revenue, financial instruments, and income taxes).
- Participated in client engagements during a transaction (e.g., initial public offering (IPO), business combination or debt offering).
- Contributed ideas/opinions to the audit teams and developed others and myself by offering on the job coaching and audit engagement experiences.
