Skilled completions specialist with attention to detail and problem-solving skills to approach different applications and conflicts. Understands importance of balancing risk against financial returns to optimise profits. Quick to learn new procedures and careful to follow protocols.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
Work history
Completions Specialist
Kensington Mortgage Company
Winnersh, Berkshire
09.2018 - 08.2023
Collaborated with external partners to deliver services within quality, timeframe and budget targets.
Applied national policy updates to internal guidelines for regulatory adherence.
Built relationships internally and externally to progress business growth.
Carried out specialist studies and statistical summaries for operational analysis.
Implemented policy and process updates for smooth department operations.
Supported business leaders in productivity and performance goal-setting.
Managed underperforming suppliers to realign service delivery.
Coordinated specialist resources and information for improved service delivery.
Instructed teams to work within relevant service requirements, statutory limitations and legal frameworks.
Completions agent
Foundation Home Loans
Bracknell, Berkshire
06.2015 - 05.2023
Supported and collaborated with cross-functional teams to maintain smooth completions processes.
Investigated and resolved issues within regulated guidelines.
Adhered to approved procedures to achieve compliant project completion.
Followed established administrative procedures for consistent reporting.
Managed stakeholder relationships and expectations to promote positive experiences.
Stayed updated on latest developments and changes to regulations and guidelines.
Answered incoming queries with up-to-date information within target timescales.
Test Analyst
Barclays Direct (formerly ING Direct UK)
Reading, Berkshire
08.2013 - 12.2014
Identified and fixed potential risks and flaws for smooth running of system.
Reviewed change requests and provided impact assessments to identify best ways to progress changes.
Planned and executed testing strategy for data analysis and synchronisation.
Built and maintained strong working relationships with internal and external stakeholders to help meet team objectives.
Worked closely with technical team members while providing clear updates to non-technical stakeholders.
Created detailed test schedules, incorporating timeline dependencies on other areas.
Identified and eliminated redundant functions and components.
Managed test data, documenting results of each test cycle to identify flaws.
Investigated identified bugs, issues and problems, managing corrections through to resolution.
Liaised with developers, producers and test analysts to remove correction blockers.
Reviewed test success criteria for accuracy, clarity and completeness.
Broker Support
Barclays Direct formerly (ING Direct UK)
Reading, Berkshire
03.2010 - 08.2013
Recorded supporting documentation for phone calls and written correspondence to provide tracking and to ensure compliance.
Supported sales, brokers, consultants and underwriters in marketing and sales activities.
Achieved personal target of over 90% performance goals and objectives as outlined by leadership through outstanding customer communication and product knowledge each month.
Completed training programs to remain updated and further develop proficiency of important industry information.
Provided escalation support to internal and external stakeholders
Mortgage Sales and Customer Service Associate
ING Direct UK
Reading, Berkshire
09.2009 - 03.2010
Applied excellent working knowledge of savings and mortgage products to confidently address technical customer queries with expertise.
Analysed customer needs through call listening to recommend appropriate products or services.
Forwarded and directed customer enquiries to customer services departments by screening calls.
Awarded Global Associate Recognition as Top Associate for 2010 from 9 ING Direct operating countries
Achieving sales targets each month as set by managers which resulted in being ranked 2nd within the sales department in 2010
Education
GCSEs -
Altwood CofE Secondary School
Maidenhead
Skills
Microsoft Office: Word, Excel, PowerPoint, Outlook
Experience of handling large volumes of incoming calls in an operational environment
Experience in processing and administration environment
Act with integrity at all times and embrace the philosophy of treating customers fairly
Business and market awareness as well as detailed knowledge of mortgage products
Complaints handling
Ensure key business targets and performance indicators are achieved
Loan Officer Assistant for Top Producer at Sierra Pacific Mortgage Company to Peoples MortgageLoan Officer Assistant for Top Producer at Sierra Pacific Mortgage Company to Peoples Mortgage