LucyJane Banks

I am a hardworking, committed, and dependable person, ready to accept and adapt to any challenge that is given to me. With twelve years experience in providing advice and recommendations and eight years experience within Financial Services, I have gained a great level of experience including building excellent people skills, strong organisational skills, high levels of industry knowledge and the ability to problem solve with creative solutions. Furthermore, I am adept at handling multiple tasks efficiently and competently, whilst working well under pressure.

Will Writing Consultant at James McKenzie (2023-05 – 2026-01)

• Diary management and client consultations
• Trust advice and recommendation
• Will drafting and amendments
• Company wide training and new starter support
• Product and service recommendation
• Pipeline management
• Working within specific required SLAs
• Providing support to other departments
• Roadshows to provide information and advice on the service

Mortgage Expert at Haysto Mortgages (2022-10 – 2023-04)

• Day to day administration tasks
• Submission of Mortgage Applications
• Existing client nurturing
• Compliant Case packaging
• Application types include residential, adverse credit, complex income

Mortgage Adviser at John Charcol Mortgages Limited (2021-10 – 2022-09)

• Day to day administration tasks
• Submission of Mortgage Applications
• Existing client nurturing
• Compliant Case packaging
• Application types include residential, BTL, LTD Company BTL, expat lending, complex income

Mortgage and Protection Consultant at Countrywide Mortgage Services (2017-10 – 2021-09)

• Day to day administration tasks
• Submission of Mortgage and Protection Applications
• Existing client nurturing
• Compliant Case packaging
• Team relationship building – coaching and development Agents
• Application types include residential, BTL, LTD Company BTL, expat lending, complex income

Lettings Negotiator at Greene & Co Estate Agents (2016-07 – 2017-10)

• Client registrations
• Phone coverage and day to day admin support
• Landlord portfolio management
• Client file management
• Booking and conducting viewings and market appraisals
• Training of new negotiators

Luxe Estate Agents (2014-07 – 2016-07)

• Money handling and depositing
• Taking calls and answering emails
• Helping customers find properties
• Filing and office organisation
• Booking and conducting viewings and market appraisals
• Client file management

Obaseki Solicitors (2013-09 – 2014-07)

• Greeting clients
• Management of filing and office organisation
• Casework with files
• Updating files on system
• Management of Reception Desks

Volunteer at Woodford Wells Club

I have both volunteered and worked in the kitchen.

• Preparing food
• Money handling
• Waitressing
• Keeping all areas clean
• Providing a warm and welcoming face
• Customer service

GCSE in Maths, English Language – Woodbridge High School

GCSE in Music, English Literature, Statistics, Chemistry, Physics – Woodbridge High School

GCSE in Media, French, History, Biology, Business – Woodbridge High School

BTEC in Sport, ICT – Woodbridge High School

Maths Master Class in Mathematics – Queen Mary's University

Maths Class in Mathematics – Imperial College of London