Diane Bassford
Howden,East Yorkshire
Summary
Mortgage and protection adviser specialising in new build mortgages and specialist schemes including Shared Ownership, Own New, DMV and Right to Buy. Demonstrated strong time management and communication skills while delivering customised solutions for first-time buyers, home movers, remortgage customers and property investors. Proficient in assessing customer needs, leading to effective mortgage recommendations and expedited offers. Enhanced partnerships with national house builders such as Bellway, Barratt and David Wilson by supporting site events. Ensured compliance with regulatory standards and superior customer experience.
Overview
15
15
years of professional experience
Work History
SENIOR MORTGAGE AND PROTECTION ADVISER
New Homes Mortgage Helpline (The New Homes Group)
Colchester, Essex
09.2018 - Current
- Experienced in working under tight deadlines to support builders. Ability to manage a high volume of applications while maintaining a high-quality customer journey.
- Presenting solutions to customers online using Teams and other tools. I am also experienced with face-to-face appointments in people's homes, at building developments and phone appointments.
- Building a trusting relationship with all customers and recommending a bespoke mortgage and protection package for their purchase or remortgage.
- Wide experience of different mortgages such as new build and length of offer validity, government and specialist schemes, BTL and LTD company BTL, Let-to-Buy, adverse credit history, self employed and ltd directors and specialist mortgages.
- Working independently and in a team to meet monthly targets, supporting the team and colleagues with administration and compliance tasks. Proactive and enthusiastic about CPD and sales training.
MORTGAGE AND PROTECTION ADVISER
Mortgage Advise Bureau
York, Yorkshire
01.2017 - 08.2018
- Self-employed role under Opal Mortgages (Alex Knaggs) focusing on residential purchases and remortgages as well as BTL, new build, Help-to-Buy, Portfolio landlords, HMO's and holiday lets. Short term lending, commercial and development finance.
- Initially located in Hunters Estate Agents Head Office in York from May 2017 - May 2018 and then home-based, building up my own referral partners. I was also an active member of the York Ebor BNI business networking group gaining new customers and referals.
- Working independently and with a BDM and administrative and compliance support.
OWNER
Dynamo Marketing
York, Yorkshire
05.2015 - 12.2016
- Web design, blogging and social media marketing for small business. Main duties: Promoting services, attracting new clients, preparing proposals and winning projects, web design and delivery, follow up, client retention and networking.
PARTNER
Global Property Club
York, Yorkshire
08.2011 - 10.2016
- Self-employed role in a partnership. Main duties: Personal service, sales and progression, liaising with clients, solicitors and mortgage advisors, lettings and management agents, client account management, marketing, problem solving and strategic planning.
Education
CERTIFICATE IN MORTGAGE ADVICE AND PRACTICE - CeMAP 1, 2, 3
Institute of financial Services
IFS School of Finance12-2012
M.RES. - ECOLOGY AND ENVIRONMENTAL MANAGEMENT
University of York
09-2001
B.SC. HONS. - ENVIRONMENTAL SCIENCE
University of Manchester
07-2000
A-LEVELS - ENGLISH, FRENCH, GEOGRAPHY, GENERAL STUDIES
Rossett High School Sixth Form College
Harrogate07-1997
Skills
- Online presentation of bespoke mortgage and protection recommendations
- Time management and prioritising tasks
- Building rapport with house builder sales advisers and managers
- Working independently to meet and exceed monthly targets
- Mortgage lending criteria knowledge
- Maintaining regulatory requirements and compliance
- Teamwork and supporting colleagues to meet targets
- Mortgage application packaging and progression
References
- Philip Udraufski, Partner Sales Manager, New Homes Mortgage Helpline, 01206715400, Philip.Udraufski@nhmh.co.uk
- Gerard McCreath, Executive Sales Manager, New Homes Mortgage Helpline, 01206715400, Gerry.Mccreath@nhmscotland.co.uk
Timeline
SENIOR MORTGAGE AND PROTECTION ADVISER
New Homes Mortgage Helpline (The New Homes Group)
09.2018 - Current
MORTGAGE AND PROTECTION ADVISER
Mortgage Advise Bureau
01.2017 - 08.2018
OWNER
Dynamo Marketing
05.2015 - 12.2016
PARTNER
Global Property Club
08.2011 - 10.2016
CERTIFICATE IN MORTGAGE ADVICE AND PRACTICE - CeMAP 1, 2, 3
Institute of financial Services
M.RES. - ECOLOGY AND ENVIRONMENTAL MANAGEMENT
University of York
B.SC. HONS. - ENVIRONMENTAL SCIENCE
University of Manchester
A-LEVELS - ENGLISH, FRENCH, GEOGRAPHY, GENERAL STUDIES
Rossett High School Sixth Form College