V H

Experienced professional with 17 years in the motor trade and recent expertise in finance/mortgages and real estate completions. Strong focus on customer service, teamwork, attention to detail, and productive task management. Proficient in handling sensitive data, ensuring regulatory compliance, and managing complex case files. Skilled in quick decision-making and maintaining organized workspaces. Seeking part time opportunities.

Completions Officer at Shawbrook Bank (2022-05 – 2025-11)

Responsible to: Completions Manager

• Liaising between Mortgage Brokers, legal representatives, financial authorities and clients
• Consulting with Risk, Legal Counsel, Financial Crime & Underwriting where required
• Submission of varying types of mortgage applications to our legal representatives to proceed with cases
• Key information/documentation collation in preparation for completion adhering to our lender requirements
• Use of in house BlueChip programme, conveyancers Valuation systems, Land Registry, Law Society, SDLT/LBTT websites
• Use of Microsoft Office/Outlook
• Database management incl GDPR preferences
• Production of Instruction Letters for solicitors and various Letters for clients
• Completion of compliance files/checklists in accordance with FCA regulations & QC
• Use and daily management of file upload/download system the Cloud and Sharepoint files etc
• Ability to execute the entire mortgage completion process from Offer, aid in the legal processing, conduct the completion process including funding and sending closing statements
• Competent in working from home & use of Teams/Zoom and telephones

Mortgage Administrator at Canter Holland (2021-11 – 2022-04)

Responsible to: Senior Mortgage Advisor/Directors

• Liaising between Mortgage Advisors, lenders, legal representatives, financial authorities, clients and the administration team
• Consulting with the IFA team regarding client information and referrals
• Electronic submission of varying types of mortgage applications
• Key information/documentation collation in preparation for submission & post submission lender requirements
• Use of Xplan & Mortgage Xplan systems Use of Microsoft Office
• Database management
• Production of Suitability Letters and Fact Finds for clients and compliance
• Production of compliance files in accordance with FCA regulations
• Use and daily management of file upload/download system the Cloud
• Ability to action the entire mortgage process from submission, through the processing, to completion and setting the review
• Competent in working from home

Service Advisor at Smiths Hyundai (2013-08 – 2021-11)

Responsible to: Aftersales Manager & Brand Manager

• Use of Kerridge DMS
• E-Dynamics VHC system
• Hyundai Franchise ACE, CCC & iNet systems
• 1 link
• Qualified as Advanced Master Service Advisor
• Motability accredited
• Use of MDF 360 marketing system
• Use of GOV.uk systems for d/license & vehicle checks

Service Advisor at Marshall Land Rover (2013-03 – 2013-08)

Responsible to: Aftersales Manager & Brand Manager

• Use of Kerridge DMS
• Marshalls own intranet sites
• Online vehicle valeting control system
• Superservice menu pricing system
• Emac service plan system
• Extended warranty online system
• VHC system including follow ups
• Receiving commission and profit share related bonuses
• Maintaining high level of customer service for a demanding clientele

Senior Service Advisor at Robinsons Citroen (2010-08 – 2013-03)

Responsible to: Aftersales Manager & General Manager

• Workshop control & work allocation
• Deputise for the Service Manager in their absence
• Involvement in the CSI how it is measured, our standings & areas for improvement
• Enrolment onto a target related & CSI related bonus scheme
• Working closely with senior management to further the company
• Working to budgets and maintaining low cost levels

Senior Service Advisor & Parts Manager at Unity Automotive (2007-03 – 2010-08)

Subaru, Daihatsu, Isuzu & London Taxi International. Responsible to: Aftersales Manager & General Manager

• Banking and handling of general financial accounts
• Complete parts process from ordering and receiving to stock allocation and invoicing for 7 service agents, and 4 franchises in house. Turnover calculated in excess of £1.5million per year
• Up keep of daily parts stock & accounting reports, archiving & system back up

Senior Service Advisor at Wings of Peterborough (2004-08 – 2007-03)

Skoda. Responsible to: Aftersales Manager & General Manager

• Management of customer database with regards to personal details, vehicles & bookings, incl the overall day to day management of all customer enquiries & appointments
• Use of all Aftersales programmes i.e. DMS (Kalamazoo, Gemini and Evolution), parts EPC, online Dealer sites, Email facilities
• Switchboard duties
• Mail shot of service/mot reminders, parts & service promotions, sales offers and any other current news or events for the Dealership
• Adherence to current ISO regulations and standards
• Trained to Manufacturer standards in: Aftersales Customer service, Advanced selling, Warranty and Parts procedures
• Warranty processing, claims entry, data logging & credit confirmation
• Loan Car maintenance & usage logs
• Experience of ISO/BS5750 auditing

Senior Receptionist & Reservations Advisor at Ramada Hotel (2003-06 – 2004-08)

Bar/Restaurant Manager at The Lion Restaurant (2001-08 – 2003-06)

Part time position

A-Levels in Business Studies, Sociology, Biology – Ramsey Abbey Technology College (1999 – 2003)

GCSE in English Lit, English Language, Maths, Science, Business, Geography, German, Textiles – Ramsey Abbey Technology College (1999 – 2003)