Lucy O'Mara

• Coordinated delivery schedules, ensuring timely receipt of products.
• Ensured adherence to safety regulations whilst handling heavy machinery in the warehouse.
• Maintained accurate records of incoming and outgoing shipments to prevent discrepancies.
• Coordinated with various departments for smooth operations in the supply chain process.
• Managed urgent requests promptly, minimising disruptions to regular schedules.
• Packed goods for dispatch, ensuring safe transit without damage.
• Efficiently managed inventory levels by conducting regular stock checks.
• Collaborated with team members for smooth warehouse operations.
• Picked orders accurately, reducing instances of return or exchange.
• Verified contents of shipments against invoices for accuracy assurance.
• Updated computer systems with new stock data promptly after receipt of deliveries,.
• Used forklifts for swift movement of heavy items.

• Liaised with cross-functional teams to establish project schedules and plans to client specifications.
• Interacted with customers professionally by phone, email and in-person to deliver accurate service information.
• Organised physical files and digitised records to support ease of access and GDPR compliance.
• Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
• Managed office supply inventory, performing stocktake duties and ordering additional supplies to meet staff needs.
• Liaised with customers to resolve enquiries, appointment requests and billing questions.
• Effectively managed incoming and outgoing mail to maximise office efficiency.
• Implemented guidelines and procedures for staff to comply with.
• Coordinated maintenance and repairs of office facilities and equipment.
• Tracked accounts payable and receivables records.
• Facilitated meetings to discuss latest developments and promote target goals.
• Oversaw database to maintain updated records and accuracy.

• New Business Files

• Sales Progression – pipeline/case submission chasing

• Completion or management completion of the portfolio review report

• Action on the outcome of the review and audit of the review

• Client change of agency and information collection

• Diary management including booking appointments

• Email management of yourself and Adviser

• Ensure income reconciliation is correct and check income statements

regularly

• Submitting requests to the business support team

• Completion of draft suitability reports

• Ensure the Adviser meets company standard compliance requirements.

• Ensure all service levels are met for relevant clients and audited

correctly.

• Ensure you understand the Adviser's business and activity target for

the year and log/monitor the relevant figures associated.

• Ensure you understand the current business goals & objectives.

• Ensure that all data added to the back-office system is correct and up

to date where available.

• Ensure that you understand workload requirements by associated

group resources.

• Assisted clients navigate home buying process and securing buy-to-let and residential mortgages
• Advised clients on monthly expenditure, implementing improved spending habits and improving their outlook for securing mortgages
• Walked clients through application processes and advised on documentation to secure mortgages
• Advised clients on various mortgage types, including discount, fixed-rate and tracker mortgages
• Conducted general administration including scheduling meetings, answering phones and responding to emails.
• Ensured all documentation was submitted correctly and compliant to Financial Conduct Authority legislation's.

• Continually meeting mortgage submission targets through dedication to communication and work speed.
• Determined performance goals for each department and provided feedback on methods for reaching milestones.
• Developed and supervised staff by providing orientation, training, support and direction.
• Developing sourcing strategies, positively impacting submitted mortgages.
• Assisting the CEO in both management and development of Teal's team of Advisors
• Adeptly handle 30 -50 of inbound calls per day, generating £257,000 in sales in an 18 month period.
• Provide effective and efficient sourcing solutions to aid progression in line with mortgage targets.
• Ensured consistent adherence to the FCA regulations and legislation to maintain perfect compliance.
• Maintaining excellent standards of service through impeccable attention to detail.
• Supporting management and CEO's in improving operations and resolving issues to deliver top-notch customer service.
• Manage the coordination of underwriting to ensure consistent smooth running of the case.
• Develop expertise and knowledge in development finance to ensure consistent delivery of outstanding services.
• Facilitate the continued progression of self motivation through dedicated approach to succeeding.
• Trained and mentored 4 junior brokers to consistently achieve their monthly targets of £15,000