Edward Lang
Basingstoke,Hampshire
Summary
Strong organizational and communication skills complemented by attention to detail and a proactive approach. Extensive knowledge of mortgage products and trends gained through practical experience and CeMAP studies. Proven ability to thrive in high-pressure environments and meet tight deadlines. Eager to utilise problem-solving, multitasking, and customer service skills in a mortgage adviser role.
Overview
8
8
years of professional experience
10
10
years of post-secondary education
Work history
Mortgage and Protection Administrator
Threshold Financial Services
Southampton, Hampshire
2025.08 - Current
- Assisted in processing remortgages, new purchases, and product transfers for various mortgage lenders.
- Reviewed client documents to ensure compliance with internal criteria and lender requirements.
- Anticipated additional requirements based on unique client circumstances.
- Monitored mortgage trends by analysing economic indicators and global events.
- Collaborated with other team members to ensure clear communication regarding individual stages of mortgage applications for simultaneous insurance plan commencements.
- Utilised CRM software to maintain clear communication between new build sites, clients, and lenders
Account Executive
IHC Ltd
London
2025.03 - 2025.05
- Facilitated renewal process from initiation to completion.
- Assisted in conducting market reviews and compiling findings for client recommendations.
- Maintained communication with clients to ensure satisfaction and support decision-making.
- Successfully delivered on tasks within tight deadlines.
Account Executive
Gallagher
Woking, Surrey
2023.05 - 2025.03
- Delivered high service levels to sustain client relationships for future opportunities.
- Built and strengthened relationships across new and existing accounts for revenue growth.
- Collated and evaluated consumer data to advise suitable business actions.
- Liaised with clients and sales executives to resolve account management issues.
- Maintained open communication to manage expectations on project timeframes and support.
- Managed the renewals process alongside consultants with diligence from start to finish.
- Audited client invoices to confirm correct calculations before issuing insurer figures.
Group Policy Servicing Lead Specialist
Unum
Basingstoke, Hampshire
2018.07 - 2023.02
- Analysed insurance proposal risk levels for group risk product quotations.
- Determined policy terms and calculated premiums using actuarial statistical inputs.
- Collaborated on accounts with brokers, financial underwriters and medical underwriters.
- Developed attention to detail, investigative skills, and multitasking in a fast pace environment.
- Supported new joiners during their first few months by checking work and assisting with training.
- Assessed competitor insurer quotes to maintain pricing competitiveness.
- Trained on a new online quoting platform and upskilled other staff.
Education
A-Levels - Communications & Culture
Peter Symonds College
Winchester 2015.09 - 2017.08
A-Levels - Media
Peter Symonds College
Winchester 2015.09 - 2017.08
A-Levels - Film
Peter Symonds College
Winchester 2015.09 - 2017.08
GCSEs - 4 GCSEs including English, Maths, and Science
Perins Secondary School
New Alresford 2011.09 - 2015.08
Skills
CeMAP Certified
Understanding of mortgage products and trends
Account servicing and oversight
Microsoft office suite proficiency
Data Analysis
Attention to Detail
Policy implementation
Highly organised
Account management
Database management
Timeline
Mortgage and Protection Administrator
Threshold Financial Services
2025.08 - Current
Account Executive
IHC Ltd
2025.03 - 2025.05
Account Executive
Gallagher
2023.05 - 2025.03
Group Policy Servicing Lead Specialist
Unum
2018.07 - 2023.02
A-Levels - Communications & Culture
Peter Symonds College
2015.09 - 2017.08
A-Levels - Media
Peter Symonds College
2015.09 - 2017.08
A-Levels - Film
Peter Symonds College
2015.09 - 2017.08
GCSEs - 4 GCSEs including English, Maths, and Science
Perins Secondary School
2011.09 - 2015.08