Alice Dawson
Norton, Daventry,Northamptonshire
Summary
Dedicated professional with extensive knowledge of financial products and lending standards, ensuring adherence to regulatory compliance. Proven ability to communicate effectively and build strong client relationships through tailored advice. Experienced in customer service and sales, with a solid understanding of the housing market and property types. Committed to enhancing problem-solving skills while maintaining organizational excellence in the Mortgage Adviser role.
Overview
4
4
years of professional experience
1
1
Certification
Work history
Mortgage and Protection Adviser
Jackson Grundy Financial Services Ltd
Northampton, Northamptonshire
2024.09 - Current
- Streamlined application process to improve efficiency.
- Maintained strong professional relationships for repeat business.
- Facilitated smooth property transactions by liaising with solicitors and estate agents.
- Continuously keeping up-to-date with new criteria and compliance, to offer most relevant product suggestions for clients situations and needs.
- Handled sensitive information discretely, maintaining high levels of confidentiality.
- Conveyed terms and conditions to applicants to inform about loan rates, repayment requirements and potential actions in case of default.
- Interviewed customers face to face and remotely daily offering professional service for positive client testimonials.
- Always on target or above, figures can be provided upon request.
- Dealing with a range of client types, including First Time buyers, home movers and remortgages for mortgage and protection needs.
- Managed portfolio of existing business clients of over 200+ per year.
Mortgage Administrator / Paraplanner
Jackson Grundy Financial Services Ltd
Northampton, Northamptonshire
2022.08 - 2024.09
- Supported compliance with financial regulations throughout mortgage processes.
- Maintained confidentiality to uphold data protection and compliance standards with FCA and the network.
- Organised client files for brokers, facilitating effective application execution.
- Coordinated meetings and appointments for brokers within firm.
- Enhanced efficiency by utilising lender systems and managing mortgage application submissions while processing paperwork for minimum 30+ cases a month.
- Entered mortgage protection and general insurance applications according to relevant requirements and supporting documents.
- Delivered excellent customer service during all stages of mortgage process.
- Evaluated clients' financial situations to assess readiness for mortgage applications, contributing to high approval ratings.
Sales Professional
Hot Tubs At Home
Towcester, Northamptonshire
2022.08 - 2024.09
- Delivered engaging product demonstrations to interested buyers.
- Recognised customer requirements to recommend suitable products and successfully close deals.
- Monitored competitor activities and adapted strategies to maintain competitive edge.
- Maintained thorough product knowledge.
- Utilised CRM software for effective management of sales leads.
- Handled high-pressure situations by resolving customer issues promptly, by providing tailored solutions.
- Greeted customers warmly to create positive first impressions in-store.
- Provided essential safety training and information to clients regarding chemicals and electrical products.
- Was top salesperson at company in last 12 months of employment.
Education
GCSEs -
Guilsbrough Academy
Guilsborough, Northamptonshire 09/2015 - 06/2020
Skills
- Financial product knowledge and lending standards
- Regulatory compliance (FCA, the Network, GDPR)
- Housing market understanding
- Financial software use (Twenty7Tec, Toolbox, Lender systems)
- Protection product analysis
- Excellent communication skills and client relationship management
- Time management and excellent prioritisation
- Data processing and risk assessment
- CAS status broker under PRIMIS Network
Certification
LIBF Level 3 CeMAP - obtained May 2024
FCA registred broker - Reference number: AXD00944
Distinction Certificate in Customer Service Practitioner Level 2 - obtained March 2024
References
References available upon request.
Timeline
Mortgage and Protection Adviser
Jackson Grundy Financial Services Ltd
2024.09 - Current
Mortgage Administrator / Paraplanner
Jackson Grundy Financial Services Ltd
2022.08 - 2024.09
Sales Professional
Hot Tubs At Home
2022.08 - 2024.09
GCSEs -
Guilsbrough Academy
09/2015 - 06/2020