Summary
Overview
Work History
Education
Skills
Timeline
Generic
Joanne Stacey

Joanne Stacey

Newtownards,Down

Summary

Highly adaptable and self-motivated professional with a strong focus on compliance and excellent customer service.

Dedicated team player, proactive and hands-on task completion.

Takes on challenging new role harnessing interpersonal and communication skills, with background in customer service and sales.

Hard-working with strong organisational skills.

Achieves company goals through exceptional planning and prioritisation.

Actively listening to patients and staff to understand their needs and concerns.

Ability to handle multiple tasks and responsibilities simultaneously while maintaining attention to detail.

Committed to leveraging these competencies to achieve career growth in a dynamic environment.

Overview

28
28
years of professional experience
5
5
years of post-secondary education

Work History

Mortgage & Protection Advisor

Lloyds Banking Group
Belfast, Belfast
07.2001 - Current
  • I play a crucial role in helping individuals and families secure the right mortgage and insurance products to fit their needs.
  • Assisting and guide clients through their home buying journey.
  • Handling sensitive information discretely, maintaining high levels of confidentiality.
  • Convey terms and conditions to applicants to inform about loan rates, repayment requirements and potential actions in case of default.
  • Educate clients about the mortgage and insurance processes, adapting to each and every client's needs.
  • Ensure clients fully understand the importance of financial planning and having a robust financial foundation and strategies in place to cope with financial challenges.
  • Regularly reassess clients financial situation making adjustments where needed for continued financial resilience.
  • Build and maintain strong relationships with clients, Provide ongoing support and advice to clients as their needs evolve.
  • Staying informed about market trends, new products, and changes in the mortgage and insurance industries.
  • Provide high-quality customer service in mortgage and protection advisory role

Receptionist in GP Surgery

Skegoneill Health Centre
Belfast, Belfast
01.2000 - 07.2001
  • Facilitated patient flow by ensuring clear, continuous communication of patient arrivals and delays.
  • Worked flexibly with colleagues to cover shifts and provide continuous front-desk coverage.
  • Set up new patients within target timeframes.
  • Welcomed patients with kindness to enhance checking in processes.
  • Kept library of medical files, records and technical documentation.
  • Set new appointments, rescheduled appointments.
  • Maintained high standards of privacy whilst handling sensitive information.
  • Kept reception and waiting areas neat and clean to make patients feel welcome and comfortable.

Sales assistant

Cowzers Pharmacy
Belfast, Belfast
04.1997 - 01.2000
  • Informed customers regarding promos and warranty services to increase sales.
  • Managed till operations smoothly, reducing waiting time for customers.
  • Conducted stock checks, faced-up shelves and recorded out-of-stock items to fulfil customer demand.
  • Listened to customer needs and preferences to provide targeted advice, increasing sales opportunities.
  • Tagged products quickly and accurately with price tags and stickers.
  • Built strong relationships with regular customers for repeat business.

Education

CeMAP - Mortgage Advice

IFA
Belfast
03.2014 - 06.2014

GCSEs - GCSE's

Wellington College
Belfast
09.1990 - 06.1995

Skills

  • Self-motivation
  • Time management
  • Compliance
  • Adaptability
  • Excellent customer service

Timeline

CeMAP - Mortgage Advice

IFA
03.2014 - 06.2014

Mortgage & Protection Advisor

Lloyds Banking Group
07.2001 - Current

Receptionist in GP Surgery

Skegoneill Health Centre
01.2000 - 07.2001

Sales assistant

Cowzers Pharmacy
04.1997 - 01.2000

GCSEs - GCSE's

Wellington College
09.1990 - 06.1995
Joanne Stacey