Natalie Powell
Summary
Hardworking Paraplanner/ senior case manager with 9 years experience in the mortgage industry. Dedicated customer service representative to providing quality care for ultimate customer satisfaction. Proven ability to establish and maintain excellent communication and relationships with clients. Dedicated to identifying customer needs and delivering effective solutions to all problems. Able to effectively self-manage during independent projects, as well as collaborate as part of a productive team.
Overview
9
9
years of professional experience
Work history
Paraplanner
Lifetime Capital
London
2024.06 - Current
- Liaised with clients regularly, fostering strong professional relationships and trust.
- Gained expertise in multiple planning software applications for effective task execution.
- Conducted thorough research on investments, resulting in informed client decisions.
- Kept up-to-date with regulatory changes for compliance and advice accuracy.
- Enhanced understanding of clients' financial goals by conducting detailed interviews.
Case Manager
Loans Arena
London
2021.07 - 2022.06
Case Manager
Loans Arena
London
2021.06 - 2022.06
- Achieved timely communication with clients by maintaining regular updates on mortgage application status.
- Made sure of client satisfaction through prompt resolution of queries regarding mortgages.
- Handled incoming calls, delivering excellent customer service at every point of contact.
- Collaborated with sales team, ensuring accurate understanding between administrative and sales departments.
- Improved efficiency by handling mortgage applications and processing paperwork.
- Ensured compliance with financial regulations during all stages of the mortgage process.
- Facilitated smooth mortgage application process by maintaining regular contact with clients, lenders and solicitors.
Senior Case Manager
Portway Finance
London
2021.07 - 2022.05
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Supported team by demonstrating respect and willingness to help.
- Consistently arrived at work early and ready to start immediately.
- Increased customer satisfaction by resolving issues.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Assessed client's financial strength and credit-worthiness, whilst evaluating individual lenders criteria to determine the most appropriate product.
Case manager
London and Country Mortgages
Bath
2017.08 - 2021.06
- Handled incoming calls, delivering excellent customer service at every point of contact.
- Facilitated customer understanding through clear explanation of complex financial terms and conditions.
- Ensured compliance with financial regulations during all stages of the mortgage process.
- Liaising with solicitors to ensure completions went smoothly and on time.
Education
Bachelor of Arts - Fashion Promotion
University of South Wales
CardiffBachelor of Arts - Art and Design
University of South Wales
CardiffSkills
- Knowledge of fca regulations
- Financial product knowledge
- Proactive initiative taking
- Time efficiency
- Business development
- Compliance understanding
- Risk assessment
Timeline
Paraplanner
Lifetime Capital
2024.06 - Current
Case Manager
Loans Arena
2021.07 - 2022.06
Senior Case Manager
Portway Finance
2021.07 - 2022.05
Case Manager
Loans Arena
2021.06 - 2022.06
Case manager
London and Country Mortgages
2017.08 - 2021.06
Bachelor of Arts - Fashion Promotion
University of South Wales
Bachelor of Arts - Art and Design
University of South Wales