Gabriella Karai

• Managing client expectations from point of sale to completion to provide the best outcome for the client and therefore ensure client satisfaction and future referrals
• Passing protection leads to colleagues to maximise business coverage
• Maintaining CPD by completing online courses, meeting with lenders, attending conferences
• Conducting detailed financial assessments, ensuring accurate loan recommendations.
• Dealing will all aspects of first charge mortgages and referring business to external brokers for second charges, commercial lending and bridging finance
• Facilitating smooth property transactions by liaising with solicitors and estate agents.
• Delivering exceptional service for positive client testimonials.
• Ensuring compliance with industry regulations through document management.
• Developing tailored solutions, addressing unique client needs effectively.
• Maintaining strong professional relationships for repeat business

This was my first administrative job, specialising in mortgages, especially sub-prime and self-cert. It helped me develop a knowledge of the mortgage underwriting system, checking documents thoroughly and liaising with brokers and lenders.