Diane Boag-Munroe
Warrington,Cheshire
Summary
Results driven Mortgage Advisor experienced in generating new business and achieving completion targets. Proactive and aiding team productivity and performance.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Excellent customer service skills, building rapport with customers ensuring that all their needs are met.
Ability to remain compliant in meeting customers mortgage needs.
Excellent case management.
The
Overview
35
35
years of professional experience
Work History
Mortgage advisor
Lloyd's Banking Group
Warrington , Cheshire
1992.06 - Current
- To deliver a personalised experience through meeting customers Home Needs.
- Ensuring customers Home journey is managed end to end.
- Deepening relationships by taking time to explore all their Home needs.
- Compliantly meeting their needs and meeting my responsibilities in a certified role.
- Embracing change and using expertise to deliver good outcomes and grow the business.
- Taking ownership of my own development.
- Keeping in contact with customers ensuring they understand the progress of their application through to completion.
- Discussing products and services confidently with customers.
-
Counter Manager
Lloyds Banking Group - HBOS
Northwich , Cheshire
1992.06 - Current
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managing all cash onto premises and daily balancing .
- Reconciliation of ATM machines and loading of cassettes .
- Providing support to cashiers and customers
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Exercised leadership capabilities by successfully motivating and inspiring others.
Bookkeeper
De Vere Hotels
Warrington , Cheshire
1989.01 - 1992.06
- Matched purchase orders with invoices and recorded necessary information.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
- Communicated with customers to identify and resolve outstanding payments.
Education
GCSEs - Economics
Mid Cheshire College
Northwich, Cheshire 09/1976 - 09/1977
Secretarial course - Shorthand and typing
Mid-Cheshire College of Further Education
Northwich 09/1996 - 09/1997
GCSEs - Various
Appleton Hall Grammar School
Warrington 09/1971 - 09/1976
Skills
- CeMAP qualified
- Mortgage sales
- Great communication skills
- Case management
- UK mortgage regulation
- Client relations
Languages
English
Fluent
Timeline
Mortgage advisor
Lloyd's Banking Group
1992.06 - Current
Counter Manager
Lloyds Banking Group - HBOS
1992.06 - Current
Bookkeeper
De Vere Hotels
1989.01 - 1992.06
GCSEs - Economics
Mid Cheshire College
09/1976 - 09/1977
Secretarial course - Shorthand and typing
Mid-Cheshire College of Further Education
09/1996 - 09/1997
GCSEs - Various
Appleton Hall Grammar School
09/1971 - 09/1976
Similar Profiles
Ravindra Pratap SinghRavindra Pratap Singh
Regional Head - Investment Analytics at HDFC Bank - Private Banking Group (PBG)Regional Head - Investment Analytics at HDFC Bank - Private Banking Group (PBG)
Saminah BaquiSaminah Baqui
TEAM MANAGER – Pre Assessment at ANZ Banking GroupTEAM MANAGER – Pre Assessment at ANZ Banking Group
Arul PramilaArul Pramila
Customer Service/IT Service Desk Analyst at Llyods Banking GroupCustomer Service/IT Service Desk Analyst at Llyods Banking Group