Shannon Budden

Trainee Mortgage Advisor with Banking Experience

Talent

ReadingMember since August 26, 2026

Mortgage & Regulatory KnowledgeUK Financial RegulationsBanking & ComplianceSales & Business DevelopmentCustomer RetentionStakeholder & Client CommunicationPhone AppointmentsOrganisation & ResilienceSchedule ManagementData ProtectionDocumentation ChecksFinancial ProductsAffordability Assessments

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Mortgage & Regulatory KnowledgeUK Financial RegulationsBanking & ComplianceSales & Business DevelopmentCustomer Retention

About

A highly motivated, target-driven professional with direct experience in the banking sector and a proven track record in client-facing environments, schedule management, and business development. Fully completed CeMAP 1 (passed UK Financial Regulation Unit 1 and Unit 2 on first attempts), with study for CeMAP 2 & 3 currently underway, with a planned completion of September 10th. Combining real world banking experience at Nationwide Building Society, seeking to leverage sales resilience, regulatory knowledge, and strong relationship-building skills as a Trainee Mortgage Advisor.

Experience

Customer Service & Banking Administrator - Nationwide Building Society

(2026-06)

Process client banking transactions and account records while maintaining strict compliance with financial regulations and data protection standards.
Develop a deep working knowledge of personal financial products, customer documentation requirements, and affordability assessments.
Resolve complex client queries efficiently, identifying opportunities to recommend relevant banking products and services.

Private Hire Specialist - Jars Cars

(2023-09 - 2026-06)

Managed daily logistics and time-sensitive schedules with 100% accountability in a field-based setting.
Provided exceptional, tailored customer service to build trust, secure repeat business, and maintain top ratings.

Business Owner - Kallos Health & Beauty

(2021-11 - 2023-09)

Managed end-to-end business operations, including financial scheduling, administrative duties, and client bookings.
Drove business growth and revenue by developing strong client relationships, cross-selling services, and maintaining high customer retention.

Shift Manager - McDonald's

(2017-06 - 2021-10)

Directed shift workflows for 20+ team members, taking ownership of speed-of-service, accuracy, and operational targets.
Handled real-time problem-solving, customer escalations, and staff coaching in a high-pressure environment.