Andrea Green
Fareham,Hampshire
Summary
Self disciplined, results-driven professional with extensive product knowledge in Asset Finance and banking, leveraging expertise to create opportunities across a broad range of products. Demonstrates a strong track record in business development, utilising advanced prospecting techniques and compliance awareness to drive sales success. Committed to achieving exceptional results through strategic business development and a deep understanding of market dynamics.
Overview
38
38
years of professional experience
2
2
years of post-secondary education
Work history
Relationship Director
First Capital Finance Ltd
Fareham, Hampshire
2017.09 - Current
- Growing my own portfolio of customers from zero to approx 300 active clients through active telesales, referrals, speaking with local accountants, local contacts.
- Complying with relevant regulatory processes with comprehensive understanding of risk management.
- Achieving high customer satisfaction with regular follow-ups and updates.
- Travelling extensively meeting clients across various regions establishing productive partnerships.
- Delivering tailored solutions creating positive client experiences.
- Managing long-term customer relationships to increase revenue.
Relationship Director
Lombard North Central PLC
Portsmouth and surrounding areas, Hampshire
Apr 2008 - Aug 2017
- Established strong client relationships by providing exceptional customer service to SME's within the £1m - £25m turnover space.
- Developed new business opportunities for enhanced revenue generation.
- Organised team meetings, facilitated effective communication among team members.
- Provided training to junior staff enhancing their performance metrics.
- Managed complex client portfolios to maintain profitable relations.
- Delivered tailored solutions creating positive client experiences.
- Coordinated with cross-functional teams, ensured smooth project execution.
- Exceeded sales targets every year.
Regional Sales Manager
Natwest Mortgage Services
South Coast
2007.02 - 2008.03
- Managed a team of 10 Mortgage Advisers across the South Coast to enhance their sales performance through direct leads generated from branch/private banking managers/Coutts.
- Worked in collaboration with Natwest branch managers/area managers in supporting bank staff with their knowledge around mortgages and quality leads.
- Ensuring that files were compliant in line with the most up to date FCA regulations.
- Managing underperformers in training needs to ensure they reached their maximum potential, whether that resulted in moving to another suitable role within the group or achieving their targets in their role.
- Optimised sales methods to best engage, acquire and retain customers.
- Moved the team from bottom ranking upon starting this role to 1st place within 13 months in the South East of England.
Mortgage Adviser
Natwest Mortgage Adviser
Portsmouth and surrounding areas, Hampshire
1995.04 - 2007.02
- Worked closely with legal teams for smooth property transactions.
- Streamlined application process to improve client experience.
- Offered comprehensive support to clients with complex mortgage queries.
- Ensured compliance with regulatory standards throughout all procedures.
- Developed personalised mortgage plans, enhancing client trust and loyalty.
- Managed high-volume case loads efficiently whilst maintaining attention to detail.
- Promoted variety of insurance products relevant to mortgages, adding value to customer service.
- Provided exceptional level of customer service at all stages of mortgage loan process.
- Adhered to all compliance guidelines for retail mortgage lending.
- Trained new members of the team
- Won 'Top Mortgage Adviser' of the Solent region for 3 consecutive years resulting in a trip to Rome, Barcelona and New York.
Assorted Retail Banking roles
NatWest Bank
Portsmouth , Hampshire
1988.07 - 1995.03
- Various roles completed withing this period from Processing paper transactions, returned cheques, standing orders, cashier, customer services
Education
Diploma in Lending - Lending
Chartered Banker
2015.01 - 2016.01
Certificate 1,2 & 3 - Financial Planning
Chartered Insurance Institute
1994.01 - 1995.01
CeMap - Mortgage Lending
LIBF
2000.03 - 2000.04
Skills
- Sales and results-driven
- Extensive product knowledge in Asset Finance and banking resulting in opportunities across a broad range of products
- Prospecting
- Business development techniques
- Compliance awareness
- Business development track record
Affiliations
In my spare time, I love gardening, spending most of my spare time outdoors.
Timeline
Relationship Director
First Capital Finance Ltd
2017.09 - Current
Diploma in Lending - Lending
Chartered Banker
2015.01 - 2016.01
Relationship Director
Lombard North Central PLC
Apr 2008 - Aug 2017
Regional Sales Manager
Natwest Mortgage Services
2007.02 - 2008.03
CeMap - Mortgage Lending
LIBF
2000.03 - 2000.04
Mortgage Adviser
Natwest Mortgage Adviser
1995.04 - 2007.02
Certificate 1,2 & 3 - Financial Planning
Chartered Insurance Institute
1994.01 - 1995.01
Assorted Retail Banking roles
NatWest Bank
1988.07 - 1995.03