Enthusiastic Mortgage & Protection Adviser with knowledge of advising and arranging residential mortgages, buy to let mortgages, commercial loan , second charge loans, bridging finance, protection and general insurance. Works to increase success through effective work strategies and customer service.
Overview
21
21
years of professional experience
8032
8032
years of post-secondary education
1
1
Certification
Work history
Mortgage & Protection Adviser
Integer Advice Ltd T/A Lodestone
London
10.2023 - 08.2024
Enhanced customer satisfaction by providing expert mortgage advice.
Maintained strong professional relationships for repeat business.
Increased client base with effective networking techniques.
Streamlined application process to improve efficiency.
Conducted detailed financial assessments, ensuring accurate loan recommendations.
Facilitated smooth property transactions by liaising with solicitors and estate agents.
Provided comprehensive protection advice, promoting financial security for clients.
Ensured compliance with industry regulations through meticulous document management.
Finance Director
Somerset Holdings (Pvt) Ltd
Colombo, Sri Lanka
08.2011 - 07.2023
Streamlined financial operations by implementing efficient budgeting systems.
Enhanced financial performance with strategic planning and forecasting.
Facilitated corporate growth through effective risk management strategies.