Mortgage Protection Advisor - Barclays Bank Plc
(2016-01)
Guide personal and business customers realise their home aspirations in purchasing their first home, remortgaging existing mortgages, improving existing homes and buy to let investments. Act as the main point of contact for the customer and internal Barclays teams throughout the mortgage application process. Build sustaining long term relationships with our key introducers and existing customers to develop future mortgage pipeline.
Acted as Regional mortgage specialist for Barclays Wealth – Providing high net worth clients solutions that best meet their mortgage requirements together with building and maintaining relationships.
- Won the regional mortgage advisor of the month award for maintaining our high standard of customers experience by establishing deeper relationships with internal key stakeholders during the COVID lockdown
- Won the team mortgage advisor of the month twice in 2020 for excelling in my performance and supporting my team who were redeployed
- Guide customers through the end to end mortgages application process through assessing affordability, income verification, supporting document evaluation, application submission and resolving underwriter queries
- Maintain a high degree of attention to detail to ensure adherence to compliance, security and operational procedures on all applications
- Act as a colleague champion for the market to ensure colleague concerns are voiced and addressed with senior leadership
- Maintain a professional working relationship with the Branch Network and Retail teams. Act as a mentor for any colleagues looking to become mortgage advisors
Community Banker Moment - Barclays Bank Plc
(2013-02 - 2016-01)
- Explaining Barclay's mortgage propositions and exploring customers short- and long-term borrowing needs
- Fact-finding, researching references and doing to checks to verify a clients financial background and circumstances
- Utilizing warm and cold leads and developing them into long term customer relations
- Track performance figures and share best practice in territory branches
- Lead on morning briefings in branch and ensure the wider team is focused on key objectives and KPI's
- Ensure that the prospective customer database and the offers dashboard remains up to date
- Explore business accounts and pass the leads to the commercial team for further negotiation and growth
- Provided a high level of support & service to the customers for account maintenance and proactively matching customers to the Barclays products best meeting their needs
Community Banker Moment - ING Direct
(2011-02 - 2013-02)
- Develop statistical concepts and techniques that optimise the overall effectiveness of ING Directs operational activity through detailed customer insight and analysis
- Provide operational support for opening accounts, ISA's, closing accounts and general account management& servicing
- Ensure KPI including quantity and quality measures are properly achieved in the contact centre teams
- Work through the operational process to ensure they continue to deliver great customer experience
Assistant Manager Business Development & Broadband - Access Global
(2007-08 - 2010-08)
- Monitoring sales and pricing and carrying discussions on negotiation with vendors
- Created, Negotiated and presented tenders and RFPs for future business growth
- Acted as the key stakeholder for the implementation of the newly agreed tender and ensured all aspects of the agreed tenders are delivered
- Managed the overall project communication to senior stake holder
