Summary
Overview
Work history
Education
Timeline
Generic

Lynsey Archer

Luton,Bedford

Summary

I am a professional, hardworking and reliable worker, with over 15 years experience in the mortgage industry, including roles within Banks, Estate Agencies and as a Self-Employed Broker.

This diverse background has contributed to my in-depth knowledge of the mortgage and protection process and the ability to solve complex problems with a client-first approach.

In addition to my strong understanding of the mortgage and protection world, I am highly organised and proactive in managing multiple cases, meeting deadlines, and adapting to evolving compliance requirements.

I am now looking to continue growing within a progressive firm where I can contribute to a client-centric advice process and further develop my expertise.

Overview

18
18
years of professional experience
10
10
years of post-secondary education

Work history

Mortgage Manager

Less Stress Mortgages
Silsoe, Bedfordshire
12.2023 - Current
  • Accurately reviewing and submitting Mortgage and Protection business
  • Ensuring client documentation is collected, complete and compliant
  • Tracking case progression by liaising with BDMs, lenders and solicitors to maximise completions
  • Cultivating strong relationships with clients and being a trusted point of contact to secure repeat business
  • Professionally responding to queries clearly and promptly, providing reassurance and clarity at every stage
  • Auditing brokers cases for compliance, issuing feedback and ensuring all activity complies with the FCA regulations
  • Leading administrative staff to maintain smooth daily operations Implementing internal systems and procedures to increase efficiency
  • Networking to secure new lead sources and planning revenue generation strategies for growth


Mortgage and Protection Broker

GHL Network Services Ltd - Self Employed
Luton, Central Bedfordshire
09.2014 - 01.2021
  • Advised clients on Mortgage options, ensuring alignment with financial goals and preferences.
  • Conducted detailed assessments of clients financial situations to recommend appropriate Protection products.
  • Converted high percentage of leads provided by GHL Network Services Ltd and generated own business from recommendations and referrals
  • Maintained up to date knowledge of the mortgage industry, lender criteria and niche areas.

Mortgage and Protection Broker

Simpson Mortgages Services - Self Employed
Luton, Central Bedfordshire
08.2011 - 08.2014
  • Provided clients with Mortgage and Protection advice on products specific to their individual needs
  • Recognizing missed opportunities, and self generating appointments from activity in the Estate Agents diaries
  • Collaborating with and proactively coaching Negotiators, Listers and Managers across all branches to increase referrals
  • Cross-sales of inhouse solicitors, homebuyer reports and various other associated companies

Mortgage Adviser

Lloyd's Banking Group
Luton, Central Bedfordshire
09.2010 - 08.2011
  • Advising customers on the Lloyd's Banking Group mortgage range after completing a full analysis of exiting and future needs, including future proofing
  • Tailoring solutions from AXA and Friends Life to protect clients
  • Ensuring compliance, exams and up to date product knowledge within regulatory standards throughout all procedures.
  • Identifying additional protection needs over and above the mortgage, for family, funeral or inheritance gifts and passing over to the relevant banking department
  • Motivating and providing all banking staff with the relevant, latest industry news and deals to empower and encourage them to engage with customers for a higher referral chances

Mortgage Consultant

Countrywide Mortgage Services - Taylor's EA
Dunstable, Central Bedfordshire
06.2009 - 08.2010
  • Providing Mortgage advise from a panel of lenders
  • Cross selling products with associated companies, JustWills, Countrywide Property Lawyers, Friends Provident and AXA
  • Meeting BDMs to sustain strong relationships and increasing the number of complex case completions
  • Highlighting missed opportunities with Estate Agent staff and providing training on overcoming objections
  • Support all the Groups business needs
  • Achieving monthly sales targets set by the Sales Manager

Service and Fulfilment Adviser

Nationwide Trust
St Alban's, Hertfordshire
10.2007 - 06.2009
  • Adhering to Nationwide's Lending Anti Fraud policy, Money Laundering, Data Protection Act and other compliance regulations
  • Prioritizing work through time management, initiative and delegating
  • Creating and handing over insurance sale leads
  • Updating customer records with concise, accurate and clear details
  • Complaint resolution and hand over to relevant departments
  • Front line for customer service - taking ownership of investigating and responding to queries
  • Balancing targets with customer requirements


Education

A-Levels -

Luton Sixth Form College
Luton
09.2005 - 06.2007

A-Levels -

Luton Sixth Form
Luton
09.2005 - 06.2007

A-Levels -

Luton Sixth Form College
Luton
09.2005 - 06.2007

GCSEs -

Stopsley High School
Luton
09.2000 - 06.2005

Timeline

Mortgage Manager

Less Stress Mortgages
12.2023 - Current

Mortgage and Protection Broker

GHL Network Services Ltd - Self Employed
09.2014 - 01.2021

Mortgage and Protection Broker

Simpson Mortgages Services - Self Employed
08.2011 - 08.2014

Mortgage Adviser

Lloyd's Banking Group
09.2010 - 08.2011

Mortgage Consultant

Countrywide Mortgage Services - Taylor's EA
06.2009 - 08.2010

Service and Fulfilment Adviser

Nationwide Trust
10.2007 - 06.2009

A-Levels -

Luton Sixth Form College
09.2005 - 06.2007

A-Levels -

Luton Sixth Form
09.2005 - 06.2007

A-Levels -

Luton Sixth Form College
09.2005 - 06.2007

GCSEs -

Stopsley High School
09.2000 - 06.2005

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Lynsey Archer