Summary
Overview
Work History
Education
Skills
Timeline
Generic

Hamza Mahmood

Birmingham

Summary

Sales professional with 6 years experience in financial services. A background as an Investigator and Mortgage Advisor identifying and addressing client needs, delivering tailored solutions whilst consistently exceed performance targets and KPIs.


Overview

8
8
years of professional experience

Work History

Mortgage & Protection Advisor

Sequence UK
, and also 05/2022 - 12/2023
10.2024 - Current
  • Consistently met and exceeded personal and company targets while adhering to FCA regulations, taking a branch's profitability from being in a £36,000 loss to banking £89,000 within 11 months of joining the team.
  • Developed strategies to expand customer sales across multiple estate agency departments.
  • Monitored large caseloads, tracking and logging the status of loans to completion.
  • Trained and upskilled sales negotiators to boost mortgage conversions.
  • Analysed data and client preferences to provide tailored mortgage and protection solutions.
  • Simplified complex financial products for clients, enhancing their understanding and decision-making.
  • Identified solutions for clients with credit issues by liaising with 35 different lenders.
  • Presented Mortgage & Protection sales progress to key stakeholders.

Investigator

The Legal Ombudsman
01.2024 - 10.2024
  • Managed multiple investigations, staying updated on laws and best practices, and maintained comprehensive records.
  • Gathered evidence, presented data from various sources, and compiled detailed case files.
  • Coordinated caseloads, met deadlines, and liaised with departments and legal firms.

Mortgage Relationship Consultant

Lloyds Banking Group
01.2021 - 05.2022
  • Proactively generating Mortgage and Protection business, adhering to regulatory guidelines.
  • Managed mortgage applications end to end.
  • Managed time efficiently to maintain regular client communication, understanding their circumstances to support mortgage applications.


Banking Consultant

Lloyds Bank
07.2019 - 01.2021
  • Upskilled Customer Advisors in the selling of financial services.
  • Approved personal loan and credit card applications, and managed account openings.
  • Supported clients while ensuring compliance with banking and financial regulations.
  • Managed diaries and appointments effectively.
  • Addressed individual customer financial needs and conducted financial reviews to increase wealth or reduce financial stress.

Customer Advisor

Halifax Bank
09.2017 - 07.2019
  • Managed cash flow and stock orders within the branch.
  • Acted as the first point of contact, resolving complex customer queries.
  • Handled branch opening and closing procedures and maintained equipment.


Education

CeMap 1, 2 and 3 - Finance

The London Institute of Banking & Finance
United Kingdom

A Levels -

Cadbury Sixth Form College

GCSE -

Wheelers Lane Technology College

Skills


  • Client Relationship Management


  • Sales Strategy Development


  • KPI Achievement


  • Regulatory Compliance - FCA & SRA


  • Data Analysis


  • Presentation and Communication


  • Team Collaboration and Leadership


  • Investigative Research


  • Financial Product Expertise


  • Time Management


  • Multilingual Communication


Timeline

Mortgage & Protection Advisor

Sequence UK
10.2024 - Current

Investigator

The Legal Ombudsman
01.2024 - 10.2024

Mortgage Relationship Consultant

Lloyds Banking Group
01.2021 - 05.2022

Banking Consultant

Lloyds Bank
07.2019 - 01.2021

Customer Advisor

Halifax Bank
09.2017 - 07.2019

CeMap 1, 2 and 3 - Finance

The London Institute of Banking & Finance

A Levels -

Cadbury Sixth Form College

GCSE -

Wheelers Lane Technology College

Similar Profiles

CREATE PROFILE
Hamza Mahmood