Bethany Jones

• Supporting and developing a portfolio of private and corporate clients whilst delivering the highest standards of customer service.
• Fulfilling all onboarding requirements for new clients ensuring all KYC / AML requirements are adhered to.
• Completing all documentary requirements for new lending facilities, including preparation of facility documentation, liaison with lawyers / valuers and overseeing the satisfaction of all lending conditions.
• Undertaking annual reviews of existing clients whilst identifying opportunities to further deepen the relationship.
• General office management.
• Identifying best practices to improve the customer experience.

• Managing the commercial insurance programme, from securing the annual insurance arrangements, to coordinating a complex procurement tender exercise to secure new insurance broker arrangements.
• Overseeing board level committees, coordinating all aspects of meetings and managing meeting actions until implementation.
• Trust Public Inquiry Lead, managing responses on behalf of the Trust to complex cases. Disseminating information / comms to the organisation to outline processes and being the Trust liaison for Inquiry solicitors.
• Developing action plans and operating procedures to improve internal risk processes.
• Producing board and committee papers and presentations on behalf of senior stakeholders.
• Lead for the Trust's Annual Report, managing all aspects from the timetable and collation of content, to publication, ensuring all regulatory requirements are met.
• Day-to-day management of corporate governance systems and processes.
• Established rapid relationships with both internal stakeholders and external (software suppliers, auditors and legal partners).

Volunteered at multiple children's charities and learnt Spanish to an intermediate level.

• Supported a complex portfolio of mid and large Corporate clients, managed and developed the portfolio and contributed to revenue growth through pro-active relationships with core clients.
• Prepared comprehensive presentations for board meetings.
• Supported key stakeholders with diary management, team and client event planning and coordinating.
• Acted as Interim Mid-Corporate Relationship Director for businesses generating between £25m - £50m, managing the end-to-end credit process, controlling deal completion from inception to fund release and navigating ‘distressed' clients to secure positive outcomes for the business.
• Regional lead for implementation and embedding of internal projects; covenant monitoring tool and automated credit application system.
• Managed the end-to-end credit process for lending opportunities; produced comprehensive credit applications, completed financial modelling tools and arranged facility documentation. Acted as the liaison between solicitors, conveyancers and internal legal departments to handle all aspects of the lend until fund release.
• Coordinated, organised and spoke at a women in business event to raise team profile amongst local key business introducers, prospects and existing clients.

• Responsible for driving portfolio growth amongst high net worth clients with a significant mortgage / deposit balance or a high annual salary.
• Achieved a measured increase in performance of key metrics; wealth referrals, mortgage productivity and deposit balances.
• Increased mortgage volume by 20% and grew deposit book by 32% through leveraging existing portfolio and securing new business.
• Provided coaching and development to local team to enable them to identify opportunities.
  

• Consistently exceeded monthly KPIs and customer satisfaction scores.
• Dependable and adaptable member of the team.
• Ensured a high conversion of initial mortgage conversations to mortgage completions.
• Instrumental to driving branch mortgage growth.
• Implemented branch campaigns and initiatives to accelerate branch-wide mortgage activity.

• Selected to be part of a talent pool to assume control of high-footfall, high-performing London branches.
• Gained rapid understanding of local audit and controls whilst continuing to drive performance for the London region.
• Contributed to a notable uplift in branch / area performance.