Kate Piolunowicz

I am a hardworking, trustworthy and reliable individual with a good sales and customer service record. I have an easy going and friendly personality and possess an organised, enthusiastic and reliable attitude to any duties that I am given. An effective communicator at all levels within the workplace and equally capable of working within a team focused environment or on my own initiative, I can take on any task and complete it to a high standard.

I am looking for the opportunity where I can utilise my current skills whilst being eager to undergo any further training required.

Case Support Manager - Fidenti Mortgages & Protection Ltd

(2020-08)

My role involves me working directly with an appointed broker. Processing mortgage and insurances applications from submission to completion and checking cases are compliant with the FCA principles.

• Managing new leads and booking appointments
• Submitting mortgage and insurance applications on behalf of the broker
• Dressing cases and ensuring the case if fully compliant with the FCA principles
• Liaising with clients, lenders, providers, solicitors, agents, advisors and any other parties necessary on a daily basis
• Providing lenders/insurers with all documentation/information they require
• Collating paperwork from advisors, checking documents and cross-referencing income, bank statements, applications etc
• Chasing clients for outstanding documents/information
• Making and receiving telephone calls and emails, dealing with incoming and outgoing post.
• Diary/task management
• Updating spreadsheets with figures
• Issuing out invoices and chasing payments
• General administrative duties such as photocopying, scanning, certifying documents etc
• Using my initiative to resolve any issues

Mortgage & Protection Administrator - Fresh Finance Group

(2019-05 - 2020-08)

My role involved processing mortgage and insurances applications from submission to completion and checking cases are compliant with the FCA principles.

• Submitting mortgage and insurance applications on behalf of the broker
• Booking in new leads and fact find appointments for the advisors
• Liaising with clients, lenders, providers, solicitors, agents, advisors and any other parties necessary on a daily basis
• Providing lenders/insurers with all documentation/information they require
• Collating paperwork from advisors, checking documents and cross-referencing income, bank statements, applications etc
• Chasing clients for outstanding documents/information
• Making and receiving telephone calls and emails, dealing with incoming and outgoing post.
• Diary/task management
• Updating spreadsheets with figures
• Issuing out invoices and chasing payments
• General administrative duties such as photocopying, scanning, certifying documents etc
• Using my initiative to resolve any issues

Mortgage & Protection Administrator - Signature Financial Services Limited

(2015-02 - 2019-05)

My role involved administering mortgage (purchase, re-mortgage, Buy-to-Let/HMO, Commercial) and insurance applications from submission to completion and checking cases are compliant with the FCA principles.

• Liaising with clients, lenders, providers, solicitors, agents, advisors and any other parties necessary on a daily basis
• Providing lenders/insurers with all documentation/information they require
• Collating paperwork from advisors, checking documents and cross-referencing income, bank statements, applications etc
• Chasing clients for outstanding documents/information
• Case dressing/Data input on to database - Momentum/CRM
• Making and receiving telephone calls and emails, dealing with incoming and outgoing post.
• Diary/task management
• Updating spreadsheets with figures
• Issuing out invoices and taking/chasing payments
• General administrative duties such as photocopying, scanning, certifying documents etc
• Using my initiative to resolve any issues
• Weekly meeting with directors to update on advisor's cases/figures

Mortgage & Protection Administrator - Fresh Finance Group

(2011-01 - 2015-12)

My role involved processing re-mortgage and insurance applications from submission to completion.

• Liaising with clients, lenders, providers, solicitors, advisors and any other parties necessary on a daily basis
• Making and receiving telephone calls and emails, dealing with incoming and outgoing post.
• Providing lenders/insurers with all documentation/information they require
• Diary/task management
• Updating spreadsheets with figures
• Chasing payments
• Using my initiative to resolve any issues
• General administrative duties such as photocopying, scanning, certifying documents etc

GCSE - Varied subjects including Maths, English and Science - Moorside High School (1999-01 - 2004-12)