Summary
Overview
Work history
Education
Skills
Volunteer Work
References
Timeline
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James crofton

James crofton

Robertsbridge,East Sussex

Summary

Reliable with mortgage industry experience. Offers excellent communication and good judgment to effectively meet team needs. Proactive planner and problem solver.

Overview

11
11
years of professional experience

Work history

Brand ambassador

Coca Cola
Royal Tunbridge Wells, Kent
2008.05 - 2012.07
  • Elevated brand presence in energy drinks sector (Relentless) to foster consumer engagement and loyalty.
  • Collaborated with a team of six to execute strategic marketing initiatives for Monster Energy, resulting in significant brand recognition and sales success.
  • Executed various marketing initiatives as per corporate direction; led to consistent branding across different platforms.
  • Elevated brand presence for relentless performance at British Super Bikes, NAAS Festival, Reading & Leeds Festival, NW500 and World Snowboarding Championships.
  • Accumulated useful feedback from consumers, allowing for improved products and services.
  • Represented the company at trade shows, resulting in greater exposure of products and services.
  • Strengthened customer loyalty by providing professional and efficient service during promotions or events.

Mortgage broker

wells financial
tunbridge wells, kent
2007.11 - 2008.05
  • Managed a diverse portfolio of mortgages; delivered personalised service.
  • Assisted clients to understand complex mortgage terms, enhancing customer confidence.
  • Prepared detailed reports on client's financial status, aiding informed decisions.
  • Liaised effectively between lenders and borrowers for efficient communication processes.

Mortgage advisor

Connells
Norwich, Norfolk
2005.04 - 2007.06
  • Worked in several offices for Sequence homes in Thetford, Attleborough, and Wymondham.
    Managed staff interactions to ensure high-quality service delivery.
    Implemented best practices to enhance lead conversion and operational efficiency.
  • Conducted in-depth financial analyses for optimal loan solutions.
  • Developed personalised mortgage plans, enhancing client trust and loyalty.
  • Streamlined application process to improve client experience.
  • Offered insightful advice on remortgaging possibilities based on market trends.
  • Promoted variety of insurance products relevant to mortgages, adding value to customer service.

Financial services consultant

virgin Money
Norwich, Norfolk
2002.01 - 2007.03
  • Sustained high-level of industry knowledge through continuous professional development activities.
  • Oversaw launch of credit card initiative with a focus on inbound call centre operations.
  • Managed member rewards shop to enhance customer engagement and retention.
  • Coordinated promotional activities involving various sales incentives to drive card activation and improve overall customer participation.

Education

FPC Levels 1/2/3 - Financial Planning Certificate

CII

CeMAP Levels 1/2/3 -

CeMAP
/2005 -

A-Levels -

Worth Abbey
west sussex
/1997 -

Skills

I volunteer as ECB cricket coach for Robertsbridge CC helping juniors progress through club

I have been a scout leader for the past 8 yrs at 1st Robertsbridge about group

Proud to have set up an overseas marine biology educational internship in Gibraltar where every summer we take 20 young people to learn about the ecology and marine life of the Atlantic and Mediterranean seas

Volunteer Work

Dedicated and experienced leader with a strong background in youth development and education. Successfully established an overseas marine biology educational internship in Gibraltar, facilitating hands-on learning for over 20 young people annually. Skilled ECB cricket coach at Robertsbridge CC, fostering junior talent, and committed scout leader with eight years of experience  at 1st Robertsbridge. Passionate about nurturing the next generation's understanding of ecology and teamwork.

References

References available upon request.

Timeline

Brand ambassador

Coca Cola
2008.05 - 2012.07

Mortgage broker

wells financial
2007.11 - 2008.05

Mortgage advisor

Connells
2005.04 - 2007.06

Financial services consultant

virgin Money
2002.01 - 2007.03

CeMAP Levels 1/2/3 -

CeMAP
/2005 -

A-Levels -

Worth Abbey
/1997 -

FPC Levels 1/2/3 - Financial Planning Certificate

CII
James crofton