Kati Turner
Rochester,Kent
Summary
Proactive problem-solver with expertise in property management and strong communication and negotiation skills. Demonstrated ability in customer service and financial planning, leading to the creation of sustainable and profitable rental portfolios. Focused on ensuring tenant satisfaction while managing diverse property needs. Qualified mortgage broker with additional skills in secretarial tasks and bookkeeping.
Overview
37
37
years of professional experience
Work history
Property landlord
Self employed
Rochester, Medway
04.2001 - Current
- Performed risk assessments on properties, reducing hazards significantly.
- Maintained excellent tenant relations by promptly addressing concerns and requests.
- Streamlined administrative processes for improved operational efficiency.
- Balanced budgets whilst maintaining high-quality service delivery across properties.
- Completed thorough background checks on potential tenants to maintain security standards within properties.
- Ensured compliance with housing laws and policies by regular updates on legislation changes.
- Managed tenant move-in and move-out processes, ensuring smooth transitions.
- Coordinated viewings for potential tenants, showcasing property features effectively.
- Conducted property inspections to ensure adherence to safety regulations.
- Kept accurate records of all rental activities for transparency and accountability purposes.
- Advertised vacant properties through various platforms, increasing visibility in competitive markets.
Company Secretary - Part Time
Down 2 Earth Electrics
Rochester, Kent
06.2012 - 04.2025
- Collated and prepared accounts for submission to Company Accountant.
- Maintained meticulous customer records for accessibility and accuracy.
- Managed diary entries to optimise scheduling and appointments.
- Liaised with third parties regarding contracts and services.
- Produced invoices and estimates efficiently to support financial operations.
- Ensured compliance with company procedures and regulations effectively.
- Organised tasks by level of urgency and importance to make best of use time and resources.
- Managed physical and digital correspondence while keeping information private and secure.
- Created and maintained logical and orderly digital filing system for impeccable record keeping.
- Typed and proofread documents with zero errors.
- Located information and records quickly to assist with ad-hoc queries.
- Signposted other services where appropriate using industry knowledge and contacts.
- Managed calendars, strategically scheduling appointments to maximise availability.
- Took and communicated messages to minimise interruptions to staff workflows.
Brand Experience Partner - Part Time
John Lewis Partnership
Bluewater
10.2015 - 01.2025
- Delivered seamless, personalised service experiences for all customers.
- Managed event budgets to ensure adherence to financial constraints.
Organised wellbeing initiatives to promote employee health and engagement. - Executed promotional events enhancing public awareness of new products.
- Assisted in HR duties resulting in streamlined hiring process.
- Achieved annual targets concerning KPIs to drive performance.
- Participated in customer reviews to enhance engagement with branch leadership.
- Provided excellent customer service to ensure satisfaction.
- Collected data through diverse channels for reporting and analysis.
- Maintained customer confidence in shop experience through effective communication.
- Updated and conveyed relevant product knowledge as required.
- Wellbeing champion.
Senior Mortgage Case Manager - Part Time
Firmwaters Ltd
Berkshire
02.2017 - 06.2018
- Conducted underwriting assessments for mortgage applications with lenders and clients.
- Ensured full compliance documentation for each case according to FCA regulations.
- Liaised with clients to gather necessary underwriting documents efficiently.
- Progressed and submitted life assurance policies as required.
- Maintained strict confidentiality of client information in line with legal guidelines.
- Handled high-pressure situations calmly, fostering client confidence.
- Organised regular follow-ups to assess clients' evolving mortgage needs.
- Optimised case documentation through implementation of a new filing system.
- Documented case files to maintain client records.
Sales and Marketing Manager
Inner City Environmental
Kings Hill
06.2015 - 08.2015
- Secured new business sources through effective client liaison on existing contracts.
- Created compelling sales pitches to attract potential customers.
- Negotiated contracts with suppliers and vendors, ensuring beneficial terms for company.
- Communicated progress updates and new initiatives to senior management regularly.
- Adhered to strict guidelines in record keeping and office procedures.
-
Compliance Officer/Office Manager/Mortgage Progressor
Harlequin Financial Solutions & Introducers
Kent
04.1999 - 05.2015
- Conducted comprehensive assessments of income and expenditure for risk evaluation.
- Monitored compliance with internal and external procedures, ensuring adherence to FCA regulations.
- Served as primary complaints handler, addressing client issues promptly.
- Evaluated client needs following extensive meetings to tailor recommendations effectively.
- Completed training on data protection, money laundering, and fair treatment of customers.
- Performed PA duties, facilitating efficient office operations.
- Arranged utility services for the company to ensure continuous functionality.
- Managed accounts payable while controlling holiday and sickness records.
- Monitored activities for conformance with legal requirements, minimising exposure to risks.
- Maintained clear records of all compliance activities for audit purposes.
Mortgage Broker
Donovan Financial Services
Kent
04.2004 - 11.2009
- Established a client base through proactive sourcing and networking.
- Assessed client needs and objectives to provide tailored solutions.
- Facilitated mortgage applications with suitable lenders efficiently.
- Maintained a secure client database, ensuring data protection compliance.
- Completed all necessary compliance documentation promptly.
- Recorded accurate accounting details for financial transparency.
- Conducted self-assessment for tax obligations accurately.
- Managed a diverse portfolio of mortgages; delivered personalised service.
- Ensured regulatory compliance in all operations, maintaining professional standards.
- Liaised effectively between lenders and borrowers for efficient communication processes.
- Facilitated stress-free property purchases through expert advice.
- Provided tailored solutions to unique financial situations, improving client satisfaction rate.
- Coordinated with solicitors and estate agents for smooth transactions.
- Developed strong client relationships for trust and satisfaction.
- Achieved successful loan approvals with thorough application reviews.
- Processed mortgage applications, expedited approvals.
- Secured financial stability for clients by advising on suitable mortgage products.
- Assisted clients to understand complex mortgage terms, enhancing customer confidence.
- Stayed abreast of changing regulations in the industry; ensured company compliance.
- Worked closely with underwriters to ensure timely approval of loans; increased customer satisfaction.
- Evaluated credit worthiness, ensuring sound financial decisions.
- Prepared detailed reports on client's financial status, aiding informed decisions.
- Maintained up-to-date market knowledge, providing accurate advice to clients.
- Provided exceptional level of customer service at all stages of mortgage loan process.
- Built outstanding relationships with clients through bespoke care and advice, going above and beyond to promote client loyalty and retention.
- Assessed financial strength and credit-worthiness of clients, evaluating individual criteria to determine most appropriate product.
Administration Support Unit Head
City Financial Partners Limited
London
04.1993 - 10.1997
- Managed three administrative staff to elevate operational efficiency and led training sessions.
- Provided comprehensive administrative support to team of 100 financial advisors.
- Liaised with clients to address inquiries and concerns promptly.
- Prepared monthly reports and conducted needs analysis for informed decision-making.
- Maned reception when cover needed
- Successfully delivered on tasks within tight deadlines.
- Oversaw daily operations to achieve high productivity levels.
Floating Secretary
Reuters
London
09.1988 - 04.1993
- Working in all offices within Company
- Shorthand/Minutes/Audio typing
- All aspects of secretarial work
- Managed stock of office supplies, eliminating unnecessary expenditure.
- Liaised with other departments to ensure smooth inter-departmental communications.
- Prioritised workload to meet tight deadlines.
- Performed data entry tasks; ensured accurate record keeping within company database.
- Scheduled appointments for executive management team.
- Handled customer inquiries effectively; increased customer satisfaction rates.
- Facilitated efficient communication by managing correspondence via post and email.
- Maintained confidential records, safeguarding sensitive corporate information.
- Organised personal and professional calendars, supplying timely reminders of upcoming meetings and events.
Education
CeMAP -
Institute of Financial Services
Secretarial Studies Certificate - typewriting, shorthand, office procedures, audio transcription, background to business
Mid Kent College - London Chamber of Commerce
Computerised accounts level 1 & 2 -
City & Guilds
Practical bookkeeping stage 1 & 2 -
OCR
7 O-levels - including maths and english
Rainham School for Girls
WSET Level 2 award in wines -
Wine & Spirit Education Trust
Skills
- Microsoft Office and Teams
- Google Meet and social media
- Invoicing systems
- Event planning expertise
- Wellbeing programme design
- Budgeting proficiency
Hobbies and interests
- Wine - recently visited the Loire Valley/Champagne to gain further knowledge.
- I became a parent governor at The Thomas Aveling Academy in September 2018 and fulfilled this role for 2 years. I utilized my skills in the ability to understand data, performance management and appraisal of the Head Teacher and staff, and gained a great sense of achievement in this voluntary position.
- I have entered Cancer Research Race For Life for the last 19 years.
- I am a keen dressmaker, time permitting.
Timeline
Senior Mortgage Case Manager - Part Time
Firmwaters Ltd
02.2017 - 06.2018
Brand Experience Partner - Part Time
John Lewis Partnership
10.2015 - 01.2025
Sales and Marketing Manager
Inner City Environmental
06.2015 - 08.2015
Company Secretary - Part Time
Down 2 Earth Electrics
06.2012 - 04.2025
Mortgage Broker
Donovan Financial Services
04.2004 - 11.2009
Property landlord
Self employed
04.2001 - Current
Compliance Officer/Office Manager/Mortgage Progressor
Harlequin Financial Solutions & Introducers
04.1999 - 05.2015
Administration Support Unit Head
City Financial Partners Limited
04.1993 - 10.1997
Floating Secretary
Reuters
09.1988 - 04.1993
CeMAP -
Institute of Financial Services
Secretarial Studies Certificate - typewriting, shorthand, office procedures, audio transcription, background to business
Mid Kent College - London Chamber of Commerce
Computerised accounts level 1 & 2 -
City & Guilds
Practical bookkeeping stage 1 & 2 -
OCR
7 O-levels - including maths and english
Rainham School for Girls
WSET Level 2 award in wines -
Wine & Spirit Education Trust
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