Mortgage advisor/Banking professional
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Over 20 years of extensive experience in financial services, particularly in mortgage advisory and banking roles with esteemed institutions like Santander, Nationwide, Yorkshire Building Society and Bradford and Bingley.
During my recent tenure as an Investment Analyst, I successfully achieved 165% ROI during the last three-year period and gained significant exposure to various financial markets. While my experience in investment analysis has been enriching, I am eager to transition back into a Financial advisory or planning based role where I can apply my diverse skill set and deep industry knowledge to assist clients in achieving their financial goals.
I have served as both a CEMAP CAS Mortgage Advisor and Personal Banking Advisor, managing a high volume of inbound mortgage applications. With a track record of consistently exceeding targets, I have facilitated over £1 million in written mortgage applications per week, demonstrating my ability to thrive in a fast-paced and results-driven environment.
My commitment to delivering exceptional customer service has been a cornerstone of my professional ethos. I have honed my skills in handling various customer scenarios, including complaints, probate, bereavement, and vulnerable customers, ensuring positive outcomes and lasting relationships. My proficiency in navigating complex customer situations, combined with my sales acumen, has enabled me to consistently achieve high performance and client high satisfaction ratings.
Investment Analyst transitioning back into a retail or financial services role after 3 years of achieving 165% ROI and gaining significant exposure to markets. Over 20 years of experience with the likes of Santander, Nationwide, Yorkshire Building Society and Bradford and Bingley as a CEMAP CAS status Mortgage Advisor and Personal Banking Advisor. Over £1 million in written mortgage applications per week in a high volume inbound mortgage department.
Consistent high performer of Mortgage and banking sales in a targets driven environment. Customer service skills in Complaints, Probate, Bereavement and vulnerable customers.
CEMAP 1,2 and 3 (10/2014 - Present)
The London Institute of Banking & Finance (MLIBF)
Certificate in mortgage advice and practice GNVQ Travel and tourism
