Mahfooza Patel

As a CeMap -certified Mortgage and Protection Advisor with 11 years of experiance , I provide expert and tailored mortgage and protection advice to new and existing customers . Guiding clients through the application process, and ensure seamless experiences tailored to individual financial needs. Working collaboratively and role model the best of human and digital interactions, advocate all our available digital/channel and utilise video first so my customers are seen when and how wanted

My role involves assessing clients’ financial statuses, recommending suitable mortgage products, and maintaining in-depth knowledge of market trends and regulatory requirements. I also advise clients on safeguarding their mortgage by arranging life cover and home insurance. I build strong client relationships by offering ongoing support and achieving personal and team sales targets, ensuring compliance with all legal, regulatory, and ethical standards, including acting inline with the the group values and codes of responsibility and supports LBG priorities, With strong analytical skills, attention to detail, and a proven track record in sales, I am dedicated to delivering exceptional customer service and financial solutions

Experienced banking professional with over 3 years experience working as a banking advisor for working for Lloyds banking group . Known for excellent customer service, financial analysis skills, and effective risk management. Strong communicator with a talent for promoting banking products and resolving financial issues quickly.

Detail-oriented and skilled with banking software, ensuring accurate transactions and data management. Team player who adapts to industry changes and prioritises tasks efficiently. Maintains high ethical standards and confidentiality.

Expert in banking products and services, with experience in processing unsecured loans and opening bank and savings accounts. Skilled in building strong client relationships, assessing client needs, and managing smooth client handovers, ensuring positive client experiences and driving business growth.

As a customer advisor i prioritise providing excellent customer service and promptly addressing customer enquiries . With proven expertise in accurate cash handling, including processing cash, checks, and deposits, I ensure all transactions are error-free, demonstrating my strong attention to detail and numeracy skills.

Clear and professional communication is the core of my interaction with customers, and I excel in resolving issues and discrepancies efficiently. My sales skills allow me to identify and promote banking products effectively, driving customer satisfaction and business growth.

I am skilled with banking software and processing systems, and my organisational skills ensure I manage tasks efficiently while maintaining an orderly workspace. My ethical integrity guarantees that I handle transactions with honesty and confidentiality. Collaborating with team members is essential to me, and I strive to work effectively with colleagues to achieve common goals.

Time management is a critical aspect of my role, and I serve customers efficiently without delays. My knowledge of financial products allows me to understand and explain the bank’s offerings. I adhere strictly to banking regulations and procedures, ensuring compliance at all times. My adaptability enables me to handle different tasks and meet various customer needs with flexibility and precision.