Knowledgeable and dedicated customer service professional with extensive experience a financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. .
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Mortgage broker led support offering criteria advice, Application intervention and relationship building with internal and external stakeholders.
Mortgage broker onboarding while adhering to compliance and FCA requirements.
process manual production and maintenance
building and extracting data from reports for the purpose of giving Business Development managers insight into performance for specific regions or clients.
point of contact support for new colleagues, offering training and advice when needed.
Procuration fee reconciliation to ensure clients paid in a timely manner
underwrite cases up to a £250k mandate, ensuring whilst using discretion I was adhering to criteria and lending policy rules, compliance guidelines and various other processes such as income and affordability checks and document reviews.
I would also proactively contact mortgage broker and solicitors to ensure I offered a timely and common sense approach to underwriting a case.
Post completion administration - including payment reconciliation, legal charge paperwork submission, disaster recovery testing, ad hoc secondments to special projects as needed, report building and spreadsheet management via microsoft excel and access.
Customer Service
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