Ashvin Koneru
East London,,UK
Summary
Financial professional with expertise in mortgage consulting, client portfolio management, and collaboration with financial institutions. Proficient in financial data analysis, client needs assessment, and delivering compliant recommendations. Recognized for strong communication and problem solving skills, consistently achieving positive client outcomes. Seeking advancement in wealth management, paraplanning, or advisory roles with a focus on high-quality financial planning support.
Overview
3
3
years of professional experience
10
10
years of post-secondary education
Work history
Senior Mortgage Consultant
Embrace Financial Services
2025.06 - 2026.02
- Lead complex mortgage cases and oversee diverse client portfolios.
- Build strong relationships to negotiate competitive terms.
- Mentor new advisors, enhancing service quality and compliance.
- Helped clients to secure their dream homes with strategic planning and guidance.
- Developed strong client relationships for trust and satisfaction.
- Assisted clients to understand complex mortgage terms, enhancing customer confidence.
Mortgage Consultant
Countrywide
2023.12 - 2025.05
- Delivered tailored mortgage and protection advice across varied client profiles.
- Conducted affordability and credit assessments to ensure suitability.
- Awarded 2nd place for Best Newcomer nationwide.
- Packaged complex cases to underwriters for optimal customer outcomes.
- Demonstrated excellent problem-solving skills to overcome complex cases.
- Provided ongoing support post-completion, fostering long-term client relationships.
- Advised clients on various protection products for improved financial security.
Apprentice Mortgage & Protection Consultant
Revolution Finance Brokers
2023.05 - 2023.12
- Conducted financial assessments and provided bespoke solutions.
- Liaised with lenders and insurers to streamline processes.
- Achieved full CeMAP qualification.
- Ensured compliance with financial regulations during all stages of the mortgage process.
- Achieved timely communication with clients by maintaining regular updates on mortgage application status.
Apprentice Mortgage & Protection Consultant
Investa Finance
2022.10 - 2023.05
- Supported affordability checks and documentation preparation.
- Collaborated with underwriters to optimise case flow.
- Ensured compliance with FCA regulations through meticulous administrative duties.
- Decreased errors for smoother mortgage approval process by verifying applicant information thoroughly.
Education
Biomedical Science - Foundation Year
University of Plymouth
2019.01 - 2021.01
Applied Science - BTEC Level 3
Newham College London
2015.01 - 2018.01
GCSEs -
Langdon Academy
2010.01 - 2015.01
Skills
- Financial Analysis
- Client Advisory
- Resilient
- Communication skills
- Problem solving
- Adaptable
Affiliations
- Boxing
- Reading
- Chess
Timeline
Senior Mortgage Consultant
Embrace Financial Services
2025.06 - 2026.02
Mortgage Consultant
Countrywide
2023.12 - 2025.05
Apprentice Mortgage & Protection Consultant
Revolution Finance Brokers
2023.05 - 2023.12
Apprentice Mortgage & Protection Consultant
Investa Finance
2022.10 - 2023.05
Biomedical Science - Foundation Year
University of Plymouth
2019.01 - 2021.01
Applied Science - BTEC Level 3
Newham College London
2015.01 - 2018.01
GCSEs -
Langdon Academy
2010.01 - 2015.01