Shannon Budden
Trainee Mortgage Advisor with Banking Experience
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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.
Education
CeMAP 1: Full Qualification - Financial Services - LIBF (2022-08)
FSRE Unit 1: UK Financial Regulation - Financial Services - LIBF (2022-08)
FSRE Unit 2: Financial Products & Solutions - Financial Services - LIBF (2022-08)
CeMAP 2: Mortgages - Financial Services - LIBF
CeMAP 3: Assessment of Mortgage Advice - Financial Services - LIBF
Level 3 Diploma in Business, Finance & Accounting (DDM) - Business & Finance - Distance Learning Centre (2025)
10 GCSEs (Grades A*–C / 9–4) - General Education - Cranbourne School
Beauty Therapy Level 2 & 3 - Beauty Therapy - BCOT College of Technology (2012 - 2014)
