Summary
Overview
Work history
Education
Skills
Affiliations
Timeline
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Graham Hall

Runcorn,Cheshire

Summary

Energetic Professional skilled in communication and organisation. Delivered effective solutions through analytical problem-solving and project management. Developed robust customer pipelines and improved administrative processes, driving team success and enhancing customer service.

Overview

50
50
years of professional experience

Work history

Financial Services Administration

S D Administration
Liverpool, Merseyside
2013.11 - Current
  • Completed duties to deliver on targets with accuracy and efficiency.
  • Increased customer satisfaction by resolving issues.
  • Successfully delivered on tasks within tight deadlines.
  • Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
  • Carried out day-to-day duties accurately and efficiently.
  • Used Microsoft Word and other software tools to create documents and clear communications.
  • Consistently arrived at work on time and ready to start immediately.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Supported team by demonstrating respect and willingness to help.

Fully Qualified Mortgage Broker

Self Employed
Liverpool, Merseyside
2007.08 - 2013.11
  • Negotiated favourable mortgage rates with lenders; saved money for clients.
  • Secured cost-effective mortgage options tailored to client needs, enhancing overall satisfaction.
  • Helped clients to secure their dream homes with strategic planning and guidance.
  • Achieved successful loan approvals with thorough application reviews.
  • Processed mortgage applications, expedited approvals.
  • Facilitated seamless transaction processes through direct communication with lenders and borrowers. between lenders and borrowers for efficient communication processes.
  • Cultivated strong client relationships, fostering trust and satisfaction.
  • Maintained up-to-date market knowledge, providing accurate advice to clients.
  • Assisted clients to understand complex mortgage terms, enhancing customer confidence.
  • Secured financial stability for clients by advising on suitable mortgage products.
  • Assessed financial strength and credit-worthiness of clients, evaluating individual criteria to determine most appropriate product.
  • Met with applicants to collect information about personal histories, current loans and income.
  • Completed thorough documentation for loan applications and credit lines, ensuring accuracy and compliance. for lines of credit and loans on behalf of customers.
  • Ensured regulatory compliance in all operations, maintaining professional standards.
  • Adhered to all compliance guidelines for retail mortgage lending.
  • Stayed abreast of changing regulations in the industry; ensured company compliance.
  • Conducted research into references for reliable approval outcomes.

Director of Mortgage Processing/Packaging Company

Real Mortgages Ltd
Liverpool, Merseyside
1998.04 - 2007.10
  • Managed business operations, financial performance and investments of the company.
  • Oversaw financial planning, ensured fiscal stability of the organisation.
  • Managed daily operations by overseeing financials, key performance indicators and employee performance.
  • Drove process improvements, optimised workflow efficiency.
  • Implemented operational changes for improved efficiency.
  • Optimised resource allocation to maximise productivity.
  • Enforced compliance measures for adherence to industry standards.
  • Championed a customer-centric approach, enhancing overall service delivery and satisfaction.
  • Directed team to deliver high-quality customer service.
  • Initiated business development activities, expanded client base.
  • Established solid partnerships for enhanced market presence.
  • Enhanced productivity through innovative management techniques.
  • Identified and resolved operational issues impacting productivity, performance or profitability.
  • Directed day-to-day work of 3 employees and motivated teams to exceed objectives.
  • Supervised staff training programmes with a focus on skill enhancement.
  • Fostered a positive work environment, increased employee morale.
  • Monitored operations to assess and highlight results.

Various Roles within the Company

HSBC UK
Liverpool & Birmingham
1976.10 - 1998.04

Oversaw the Shareshop at New Street Birmingham Branch, buying and selling shares for customers and the general public, facilitating smooth transactions and customer satisfaction.

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.

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.

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.

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.

Education

3 A-Levels & 7 GCE O Levels -

Gateacre Comprehensive School
Liverpool
09/1968 - 05/1976

Certificate of Mortgage Advice & Practice(CeMAP) - Mortgage Advice

Chartered Insurance Institute(CII)
Liverpool

Skills

  • Regulatory compliance
  • Strategic planning
  • Client Relationship Management
  • Leadership
  • Problem-solving
  • Communication skills
  • Resourcefulness
  • Calm under pressure

Affiliations

  • I enjoy travelling and socialising with family and friends, Particularly partial to a cruise holiday.
  • Lifelong Liverpool F C supporter with a season ticket now for around 34 years, having previously worked for 15 years on the turnstiles.
  • I enjoy writing and last year had my first novel published a children Christmas adventure.

Timeline

Financial Services Administration

S D Administration
2013.11 - Current

Fully Qualified Mortgage Broker

Self Employed
2007.08 - 2013.11

Director of Mortgage Processing/Packaging Company

Real Mortgages Ltd
1998.04 - 2007.10

Various Roles within the Company

HSBC UK
1976.10 - 1998.04

3 A-Levels & 7 GCE O Levels -

Gateacre Comprehensive School
09/1968 - 05/1976

Certificate of Mortgage Advice & Practice(CeMAP) - Mortgage Advice

Chartered Insurance Institute(CII)
Graham Hall