Summary
Overview
Work history
Education
Skills
Timeline
Generic

Bejal Umeria

London

Summary

A highly ambitious, credible, and motivated professional with a proven track record of success. Demonstrates the ability to work autonomously
and collaboratively within teams, adapting approaches to suit diverse environments and audiences. Possesses strong interpersonal skills,
fostering trusted relationships at all organisational levels. Thrives in dynamic settings and consistently builds a credible brand across reputable
organisations.

Overview

16
16
years of professional experience
8
8
years of post-secondary education

Work history

HR Delivery & Advisory

Barclays Execution Services
London
09.2019 - Current


  • Guided clients toward improved organisational structures and better solutions for identified problems.
  • Demonstrated proficiency in ER complex case management, ensuring timely resolutions and acting as a primary point of escalation, contributing to improved employee satisfaction and morale.
  • Collaborated across HR functions to streamline services and uphold consistent standards across Barclays entities globally.
  • Implemented innovative solutions to address business challenges in alignment with group strategies.
  • Executed various projects, including Talent Reviews, Global Annual Promotion Processes, and workforce change initiatives resulting in enhanced efficiency and alignment with organisational goals.
  • Managed complex cases from inception to resolution, acting as a point of escalation for intricate people-related matters contributing to improved employee satisfaction and morale.
  • Played a key role in restructuring and transitioning to new HR models, identifying process enhancements and establishing uniformity across services.
  • Facilitated HR processes such as Disciplinary, Capability, and Grievance procedures, managing local relocations, pay adjustments, and flexible working requests.
  • Provided expert guidance to business stakeholders, supporting leaders, managers, and colleagues on HR products and services.
  • Collaborated closely with HR functions and centres of excellence to deliver accurate and timely outcomes, ensuring a seamless experience for stakeholders.
  • Conducted training sessions on HR policies and procedures for employees and managers, fostering a culture of compliance and accountability.
  • Implemented HRIS systems and technology solutions to streamline processes and improve efficiency in HR operations.
  • Led employee engagement initiatives, including surveys, focus groups, and action planning, to enhance workplace morale and retention.
  • Managed recruitment and onboarding processes, including job postings, candidate screening, and orientation programmes.
  • Administered employee benefits programmes, including health insurance, retirement plans, and wellness initiatives.
  • Provided guidance on performance management, including goal setting, performance reviews, and development plans.
  • Conducted exit interviews and analysed turnover data to identify trends and opportunities for improvement.
  • Successfully navigating challenges like redundancy and restructuring, resulting in enhanced efficiency and alignment with organisational goals


Mortgage and Protection Manager

Barclays Bank UK
London
03.2017 - 09.2019
  • Ensured meticulous adherence to FCA regulations, due diligence, and operational procedures, guaranteeing compliance in every aspect of mortgage lending, thereby mitigating financial loss risks and ensuring regulatory compliance.
  • Demonstrated initiative and judgement to ensure the compliance of all applications with policies and procedures, mitigating financial loss risks through thorough client vetting, resulting in enhanced risk management and regulatory compliance.
  • Introduced and monitored key performance metrics, enabling data-driven decision-making to optimise team performance, leading to increased efficiency and productivity.
  • Provided goal-oriented coaching to team members, fostering skill development and enhancing their ability to contribute effectively to the team's success, resulting in improved performance and employee satisfaction.
  • Conducted effective individual and business reviews, identifying customer needs and meeting the bank's benchmarks for enhanced customer satisfaction, thereby improving customer service and loyalty.
  • Orchestrated the orderly and timely preparation of cases, collaborating closely with the credit team to streamline processes and ensure seamless operations, resulting in improved efficiency and customer experience.
  • Expertly executed the mortgage applications process, providing accurate advice on products and services including life, critical illness protection, and general insurance products, helping customers achieve tailored mortgage solutions, leading to increased customer satisfaction and loyalty.
  • Proactively took ownership of activities to motivate the team, organising local and social events, and actively participating in charity events to raise funds for established and local charities, fostering team morale and community engagement.
  • Led branch-based campaigns to create awareness and maximise marketing impacts, contributing to the overall success of local initiatives, resulting in increased brand visibility and customer engagement

Mortgage and Protection Advisor

HSBC Bank
London
09.2008 - 02.2017
  • Orchestrated tailored Mortgage, Life Protection, and General Insurance products to meet diverse customer needs, resulting in heightened customer satisfaction and loyalty.
  • Conducted comprehensive financial reviews, recognising broader financial planning needs and seamlessly referring clients to other business areas, enhancing overall financial well-being and customer experience.
  • Embedded regulatory excellence through meticulous adherence to FCA regulations, due diligence, and operational procedures, ensuring compliance and regulatory standards across all aspects of operations.
  • Spearheaded the orderly preparation of cases and extensive reports, collaborating with the wider lending functions to streamline processes, leading to improved efficiency and customer service.
  • Implemented a proactive approach to vet clients, using initiative and judgement to mitigate financial loss risks, executing case management compliantly and in accordance with group policy, resulting in enhanced risk management and regulatory compliance.
  • Proactively maintained up-to-date knowledge of industry standards, staying informed of competitor products, services, and financial news, enabling informed decision-making and ensuring competitiveness in the market.
  • Championed development through structured coaching observations and supporting staff development, resulting in increased lead generation output and fostering an open, connected, and dependable work culture, leading to improved team performance and morale.
  • Acted as a mentor and point of contact to support staff with their continuous needs, addressing various aspects and issues of the business to identify gaps and implement change, resulting in improved operational efficiency and employee satisfaction.
  • Nominated for two recognition events for exceptional value and contribution to the organisation, demonstrating leadership and reflecting a commitment to delivering outstanding standards of service and exceptional support service, thereby enhancing organisational reputation and morale.

Education

Cert CII MP: Mortgage Professional UK Financial Regulations CF6 (CeMAP equivalent) -

Cert CII FP: RO1 Financial Services, Regulations and Ethics - undefined

Cert CII FP: RO5 Financial Protection - undefined

Cert RBCB: Level 3 Certificate in Retail Banking Conduct of Business - undefined

NVQ level 2: Information Technology, Numeracy, Literacy and communications - undefined

01.2004 - 04.2005

5 GCSE's English B, Mathematics B, Double Science C, Expressive Arts A, Media Studies B, Queens Park Community School - undefined

01.1998 - 04.2004

Skills

  • Strong written communication
  • Interpersonal skills
  • Problem solving
  • Leadership
  • Organisational skills
  • Dispute resolution
  • Regulatory compliance
  • Problem-solving
  • Time management
  • Team building
  • Customer-focused
  • Programme management
  • Microsoft Office
  • SAP
  • SharePoint
  • Citrix
  • Excel proficiency


Timeline

HR Delivery & Advisory

Barclays Execution Services
09.2019 - Current

Mortgage and Protection Manager

Barclays Bank UK
03.2017 - 09.2019

Mortgage and Protection Advisor

HSBC Bank
09.2008 - 02.2017

NVQ level 2: Information Technology, Numeracy, Literacy and communications - undefined

01.2004 - 04.2005

5 GCSE's English B, Mathematics B, Double Science C, Expressive Arts A, Media Studies B, Queens Park Community School - undefined

01.1998 - 04.2004

Cert CII MP: Mortgage Professional UK Financial Regulations CF6 (CeMAP equivalent) -

Cert CII FP: RO1 Financial Services, Regulations and Ethics - undefined

Cert CII FP: RO5 Financial Protection - undefined

Cert RBCB: Level 3 Certificate in Retail Banking Conduct of Business - undefined

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Bejal Umeria