Jade Martell
Wimbledon
Summary
Professional, understanding, and compassionate individual dedicated to consistently producing work of the highest standard. Experienced in prioritising workloads while providing tailored advice to meet client needs in structuring and financing their portfolios. Before February 2024, expertise serving a diverse mix of regular, buy-to-let, and high-net-worth clients of which have since transitioned to specialising in the buy-to-let market.
Overview
8
8
years of professional experience
9
9
years of post-secondary education
Work history
Property finance specialist
Carbon Funding Consultants
London
2024.02 - Current
- Advised on bridging finance, HMO refurbishments, and semi-commercial and commercial mortgages.
- Simplified complex mortgage terms to build client confidence.
- Collaborated with solicitors and accountants on complex transactions, such as company incorporation.
- Maintained current market knowledge to provide accurate, tailored advice.
- Managed diverse mortgage portfolios, delivering personalized service.
- Worked closely with underwriters and lenders to streamline processes.
- Strengthened relationships with existing clients to support portfolio growth.
Mortgage & Protection Consultant
Carbon Funding Consultants
2022.10 - 2024.02
- Provided mortgage and protection advice to clients, both over the phone and face-to-face.
- Offered private banking solutions tailored to client needs.
- Stayed current with industry trends to provide optimal client support.
- Managed high-volume caseloads with attention to detail, without admin support.
- Collaborated with legal teams to ensure smooth property transactions.
- Strictly adhered to compliance guidelines.
Mortgage & Protection Consultant
Akers Pritchett
2021.10 - 2022.10
- Advised clients on mortgage and protection solutions, ensuring needs met with market-leading options
- Built strong relationships with introducers and managed client objections effectively.
- Oversaw an administrator to maintain pipeline efficiency and excellent service.
- Stayed updated on market trends to deliver current and tailored advice.
- Cultivated relationships with solicitors and estate agents to enhance reputation and drive repeat business.
Mortgage & Protection Consultant
Countrywide
2020.10 - 2021.10
Personal Assistant to Director/Mortgage Administrator
Wright Mortgage
2017.02 - 2020.10
Education
Level 4 Certificate in Advanced Mortgage Advice -
Chartered Institute of Insurance
2018.02 - 2019.02
Level 3 Certificate in Mortgage Advice & Practice -
Institute of Banking Finance
2017.01 - 2018.01
A-Levels - Business, Maths, Sociology
Toothill School Sixth Form
2011.09 - 2013.07
GCSEs - Maths, English Language, English Literature, Core Science, Food Technology, Business, Additional Science, History
Toothill School
2006.01 - 2011.01
Skills
- Attention to Detail
- Customer Service
- Team player
- Client retention
- Mortgage product knowledge
- Clear communication
- Portfolio landlord lending
- Networking ability
Affiliations
- Exercise
- Foodie
- Pet lover
Timeline
Property finance specialist
Carbon Funding Consultants
2024.02 - Current
Mortgage & Protection Consultant
Carbon Funding Consultants
2022.10 - 2024.02
Mortgage & Protection Consultant
Akers Pritchett
2021.10 - 2022.10
Mortgage & Protection Consultant
Countrywide
2020.10 - 2021.10
Level 4 Certificate in Advanced Mortgage Advice -
Chartered Institute of Insurance
2018.02 - 2019.02
Personal Assistant to Director/Mortgage Administrator
Wright Mortgage
2017.02 - 2020.10
Level 3 Certificate in Mortgage Advice & Practice -
Institute of Banking Finance
2017.01 - 2018.01
A-Levels - Business, Maths, Sociology
Toothill School Sixth Form
2011.09 - 2013.07
GCSEs - Maths, English Language, English Literature, Core Science, Food Technology, Business, Additional Science, History
Toothill School
2006.01 - 2011.01