Elizabeth Williams
Ellesmere Port,Cheshire
Summary
Dynamic professional specializing in key account management and campaign execution, demonstrating resilience and adaptability in fast-paced environments. Expertise in crafting compelling value propositions and engaging clients through effective presentations and visual communication. Proven track record in leveraging competitive intelligence to enhance relationship development and optimize territory management. Committed to driving business growth through strategic client engagement and innovative solutions.
Overview
38
38
years of professional experience
1
1
year of post-secondary education
Work history
Business development manager
Virgin Money
North West, Devon
03.2004 - Current
- Delivered excellent customer service by addressing queries promptly and effectively.
- Secured new business opportunities by cultivating strong relationships with potential clients.
- Managed key accounts, ensuring high levels of customer satisfaction.
- Conducted market research to identify potential business opportunities.
- Collaborated with stakeholders to align business goals and objectives.
- Assessed competitor activities for strategic positioning.
Senior Mortgage Consultant
Countrywide Mortgage services
Mold, Flintshire
09.1996 - 03.2004
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Supported team by demonstrating respect and willingness to help.
- Worked flexible hours, covering nights, weekends and bank holidays.
- Consistently arrived at work on time and ready to start immediately.
- Offered friendly, efficient customer service and handled challenging situations with ease.
- Displayed energy and enthusiasm in fast-paced environment.
- Improved efficiency and productivity by acquiring new skills.
- Applied positive customer service approach to increase satisfaction levels.
- Delivered exceptional customer service by proactively listening to concerns and answering questions.
Mortgage Adviser
Halifax PLC
Chester, Cheshire
09.1987 - 09.1997
- Increased client satisfaction by providing clear, concise mortgage advice.
- Promoted variety of insurance products relevant to mortgages, adding value to customer service.
- Managed high-volume case loads efficiently whilst maintaining attention to detail.
- Assessed risk factors carefully to ensure responsible lending practices.
- Simplified complex financial terms for better client understanding.
- Educated clients on various mortgage products to aid informed decision-making.
- Explained payment terms and conditions for loans, offering one-on-one appointments for clients with complex loan needs to aid understanding.
- Provided exceptional level of customer service at all stages of mortgage loan process.
- Built outstanding relationships with clients through bespoke care and advice, going above and beyond to promote client loyalty and retention.
- Assessed financial strength and credit-worthiness of clients, evaluating individual criteria to determine most appropriate product.
- Consistently exceeded monthly sales targets using exceptional negotiation skills.
Education
CeFA - Financial services
Certificate for Financial Advisers
01.1998 - 01.1999
Mortgage
Cemap Bridge
01.1998 - 01.1998
Skills
- Resilient to pressure
- Key account handling
- Adaptability to market changes
- Campaign management
- Value propositions
- Zoom presentations
- Client engagement
- Visual communication
- Competitive intelligence
- Relationship development
- Territory and account management
Affiliations
- Caravan, Theatre, socialising and occasional Everton Supporter
Accomplishments
BMA Mortgage Awards- Winner of BDM of the year 2018.
Timeline
Business development manager
Virgin Money
03.2004 - Current
CeFA - Financial services
Certificate for Financial Advisers
01.1998 - 01.1999
Mortgage
Cemap Bridge
01.1998 - 01.1998
Senior Mortgage Consultant
Countrywide Mortgage services
09.1996 - 03.2004
Mortgage Adviser
Halifax PLC
09.1987 - 09.1997
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