Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Kim Brennan

Slough

Summary

Accomplished Mortgage Adviser with a proven track record at Lloyds Banking Group, adept in mortgage product expertise and exceptional negotiation skills. Excelled in developing personalized mortgage plans, enhancing client trust, and consistently exceeding sales targets. Skilled in client needs assessment and documentation preparation, significantly reducing application processing times.

Overview

29
29
years of professional experience
1
1
year of post-secondary education

Work History

Manager

Krown Mortgages Limited
Slough, Buckinghamshire
05.2017 - Current
  • Managed high-volume case loads efficiently whilst maintaining attention to detail.
  • Simplified complex financial terms for better client understanding.
  • Offered comprehensive support to clients with complex mortgage queries.
  • Produced accurate documentation promptly, minimising delays in the lending process.
  • Maintained up-to-date knowledge of industry trends for superior service delivery.
  • Ensured compliance with regulatory standards throughout all procedures.
  • Increased client satisfaction by providing clear, concise mortgage advice.

Assistant manager

South Bucks hospice
Chalfont St Peter, Bucks
09.2024 - 11.2024
  • Maintained high standards of store cleanliness, enhancing shopping experience for customers.
  • Provided excellent customer service leading to repeat business and customer loyalty.
  • Monitored sales performance regularly adjusting strategies as required.
  • Provided support to manager during audits, ensuring accurate reports.
  • Handled customer complaints effectively, restoring trust in our brand.
  • Managed daily operations to ensure smooth running of the shop floor.

Mortgage and protection adviser

Orchard Property & Financial Services Limited
Ickenham, Middlesex
01.2008 - 05.2017
  • Mastered a variety of mortgage software systems, optimising work efficiency.
  • Maintained strong professional relationships for repeat business.
  • Negotiated advantageous terms with lenders for client benefit.
  • Attended industry events for continued professional development.
  • Handled sensitive information discretely, maintaining high levels of confidentiality.
  • Enhanced customer satisfaction by providing expert mortgage advice.
  • Consistently met targets without compromising on quality of service delivered.

Mortgage Adviser

Lloyds Banking Group
Slough
01.2002 - 12.2007
  • Developed personalised mortgage plans, enhancing client trust and loyalty.
  • Conducted in-depth financial analyses for optimal loan solutions.
  • Reduced application processing time with effective document management strategies.
  • Managed high-volume case loads efficiently whilst maintaining attention to detail.
  • Maintained up-to-date knowledge of industry trends for superior service delivery.
  • Consistently exceeded monthly sales targets using exceptional negotiation skills.

Customer Service Sales Adviser

Barclays/Woolwich
Slough, Berkshire
03.1996 - 12.2001
  • Established customer purchasing needs, offering personalised guidance with product and accessory selection.
  • Warmly greeted customers to establish positive first impressions, enhancing in-store experiences.
  • Delivered outstanding customer experiences through attentive care and faultless service.
  • Highlighted product features and benefits in line with customer needs, securing high-value sales.
  • Used active listening and relationship-building skills to assess customer needs, build rapport and deliver viable solutions.
  • Delivered excellent customer service by addressing and resolving queries.
  • Kept up-to-date with market trends to identify opportunities to improve product and service offerings.

Education

Cemap - Marketing

East Berkshire College
Langley
09.1995 - 06.1996

Skills

  • Store merchandise stocking
  • Customer assistance
  • Till and cash handling
  • Refund and exchange processing
  • Complaint handling
  • Negotiating repayment plans
  • Money laundering prevention awareness
  • Strategic sales techniques
  • Underwriting principles knowledge
  • Mortgage product expertise
  • Mortgage applications reviewing
  • Documentation preparation efficiency
  • Client needs assessment
  • Risk assessment
  • Lending criteria application
  • Data handling

Affiliations

  • I volunteer every Thursday at Thames Valley Hospice as a retail assistant, I serve customer on the tills and provide my skills when accepting donations adding them to Gift Aid to increase profits. I also display items within the shop to maximise sales.

References

References available upon request.

Timeline

Assistant manager

South Bucks hospice
09.2024 - 11.2024

Manager

Krown Mortgages Limited
05.2017 - Current

Mortgage and protection adviser

Orchard Property & Financial Services Limited
01.2008 - 05.2017

Mortgage Adviser

Lloyds Banking Group
01.2002 - 12.2007

Customer Service Sales Adviser

Barclays/Woolwich
03.1996 - 12.2001

Cemap - Marketing

East Berkshire College
09.1995 - 06.1996

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Kim Brennan