PAVITHRAA NATARAJAN
Coventry,United Kingdom
Summary
Confident and clear speaker with admirable academic performance. Possess hands-on professional experience in mortgage administration, client servicing, and investment advising. Offers excellent interpersonal and organizational skills, extensive MS Office knowledge, and fluency in virtual work. Meticulous in maintaining accurate, up-to-date records. Seeking a challenging, growth-oriented position in the mortgage industry.
Overview
6
6
years of professional experience
4045
4045
years of post-secondary education
1
1
Certification
Work history
Mortgage Case Admin
Nationwide Building Society
Northampton, Northamptonshire
05.2024 - Current
- Request and obtain correct documentation where documents are missing, incorrect, or not within valid dates.
- Escalate / seek advice where customer’s request is unclear or may cause detriment to them.
- Effectively and accurately use multiple in-house systems to access and complete customer requests, logging action taken as required.
- Seek solution for any case that falls outside of agreed SLA using Senior Customer Administrator to resolve, allowing request to be completed.
- Responsible for managing allocated workload, prioritising multiple cases to ensure key SLAs are achieved.
- Identify and raise any trends or areas of improvement that would improve end to end customer journey.
- Build strong working relationships with peers, Case Owners, Senior Case Owners and Team Managers, across operations teams to allow for efficient escalations and advice to be sought as required.
Mortgage Administrator
Lifeline Protect limited
Coventry, West Midlands
11.2022 - 05.2023
- Administrating mortgage applications from the point of sign-up, andsupplying outstanding documents to lenders.
- Assisting mortgage brokers in managing relationships with existing clients and clients that have been seen for their initial mortgage appointment.
- Working pro-actively with mortgage lenders and their representatives to ensure that mortgage applications move to offer as quickly as possible for the benefit of the clients, and other parties involved in the process to ensure that property purchases and re-mortgages move to completion as quickly as possible
Point of contact with client's solicitors for acquiring property inspection and valuation. - Set up call-back dates, use in-house specialist systems to add relevant notes to cases, input data where necessary, and change the status of mortgage and protection applications to ensure they receive payment as soon as possible
- Provide clients with regular updates throughout the buying process and help with non-advice-based questions to ensure a high-quality service.
Business Development Intern
Union living
Mumbai, India
03.2021 - 05.2021
- Assisted with intensive market research, proposal preparation, and related assigned work.
- Conduct day-to-day project coordination, planning, and implementation.
- Worked on Canva for social media graphics and presentations and provided support for company's social media activities.
- Looked after brand integration and collaboration with multiple companies.
- Proactively identified potential sales opportunities and key prospects within assigned territories.
- Negotiated, prepared, and signed contracts with clients and helped in execution of current projects.
- Created and maintained database containing information on business proposals and contacts.
- Conducted thorough market research to develop informed business development proposals.
Finance Intern
IIFL Securities
Mumbai, India
10.2020 - 12.2020
- Learned technical and fundamental analysis of stock market.
- Provided advice to clients and create awareness about investment opportunities in equity markets.
- Managed 08 leads per month- Reviewed and helped optimize client portfolios for maximum returns.
- Produced reports on industry financial trends.
- Communicated effectively with clients and staff for smooth running of business.
- Developed excellent working knowledge of industry trends and improvements in processes.
- Stayed current on securities, stocks, and bonds trends to deliver accurate information to clients.
- Created daily market recaps and profit and loss information to senior traders at close of each trading day.
Training Intern
L&T Financial Services
Mumbai, India
04.2019 - 06.2019
- Researched and Analyzed on Mutual Fund schemes of L&T Financial Services.
- Understood Mutual Funds as type of investment vehicle and looking into risks and benefits.
- Analyzed functionalities of organization and assisting customers with KYC forms, advising them on procedure, and managing their portfolios.
- Gathered data from market research surveys and entered information into system.
- Delivered clerical support by handling range of routine and special requirements.
- Built rapport with clients to facilitate trusting relationship and provide setting conducive to growth.
- Conducted investigations into customer and company finances to support sound investment decision-making.
- Contacted prospective customers to present service options and explain details.
Education
Master of Science - Financial Management
University of Birmingham
BirminghamBachelor's of Management Studies - Finance
University of Mumbai
MumbaiSkills
- Microsoft Office[ Word, Excel, PowerPoint]
- Power BI
- STATA17
- Bookkeeping
TECHNICAL SKILLS
- Brand development & Client Relationships
- Outstanding communication skills
- Administrative support
- Leadership & Teamwork
SOFT SKILLS
Certification
- CEMAP LEVEL 1 (PASSED) - LIBF(Jan 2025)
Gained foundational knowledge in mortgage and financial services, including regulatory frameworks, product types, and client advice.
- MICROSOFT EXCEL
Certified course from Udemy on advanced excel. Gained knowledge on filtering and sorting data, Vlookup & Hlookup functions, and Pivot Charts.
- FUNDAMENTALS OF DIGITAL MARKETING
Certified by google digital unlocked for successful completion of the course.
PART TIME EXPERIENCE
ARC Hospitality- Nov 2021 to Aug 2022
Birmingham, UK
- Experienced serviced waitress with extensive knowledge of food and beverage in line with client requirements.
- Delivered first-class customer service.
- Worked at Kiosk & Bar at Liverpool and Birmingham Football Clubs.
- Cash handling & POS: Managed closing duties including reconciliation of till.
- Maintained highest standards at all times, setting up meeting rooms or conference rooms, etc.
- Focused on setting tables, stocking supplies, and serving customers at varied events at racecourses and clubs.
Additional Information
Volunteered as an elementary teacher for orphan kids at GIRIJA Association in Mumbai,India. Majorly helped the children with tutoring, assisting them with their academic syllabus, and also engaged them with recreational activities.
Timeline
Mortgage Case Admin
Nationwide Building Society
05.2024 - Current
Mortgage Administrator
Lifeline Protect limited
11.2022 - 05.2023
Business Development Intern
Union living
03.2021 - 05.2021
Finance Intern
IIFL Securities
10.2020 - 12.2020
Training Intern
L&T Financial Services
04.2019 - 06.2019
Master of Science - Financial Management
University of Birmingham
Bachelor's of Management Studies - Finance
University of Mumbai
Similar Profiles
Melanie LowMelanie Low
Banking and Savings Administrator at Nationwide Building SocietyBanking and Savings Administrator at Nationwide Building Society
Thomas FlintThomas Flint
Work Experience at Nationwide Building SocietyWork Experience at Nationwide Building Society
Joseph FongJoseph Fong
Member representative at Nationwide Building SocietyMember representative at Nationwide Building Society
Nilam KarirNilam Karir
Managing director at Amaya Trade LtdManaging director at Amaya Trade Ltd
Peter WrightPeter Wright
Client Manager at Manpower Group Talent Solutions UKClient Manager at Manpower Group Talent Solutions UK