
Accounting graduate with over four years' experience within regulated financial services environments, supporting customers through mortgage applications, account servicing, lending processes and case management. Experienced in reviewing financial and personal information, maintaining accurate records, ensuring regulatory compliance and managing customer cases throughout the customer lifecycle.
Through my experience in financial services, I have developed strong attention to detail, organizational skills and the ability to review financial information and maintain accurate records. I am used to managing multiple cases, working with different stakeholders and ensuring customers receive the right support throughout their journey.
Alongside this, running my own business has given me experience managing finances, monitoring costs, maintaining records and making day-to-day business decisions.
I am now looking to move into paraplanning, where I can build on my financial services experience, develop my technical knowledge and support advisers in delivering good outcomes for clients.
• Manage mortgage cases within a regulated financial services environment, ensuring compliance with FCA requirements, internal policies and customer service standards.
• Gather, review and assess customer financial and personal information to support lending decisions and case progression.
• Analyze customer documentation to identify missing information, inconsistencies and potential risks, taking appropriate action to resolve issues efficiently.
• Maintain accurate and compliant customer records across internal systems, ensuring documentation is complete and up to date.
• Work closely with advisers, underwriters and specialist teams to support seamless case management and positive customer outcomes.
• Manage high volume of cases at different stages of the customer journey while maintaining exceptional attention to detail and accuracy.
• Produce detailed case notes and maintain comprehensive records to support decision-making, compliance requirements and customer servicing.
• Support customers through complex financial processes while ensuring information is handled accurately and professionally.
• Prioritize workload effectively to meet service levels and business objectives within a fast-paced environment.
• Handled enquiries relating to existing mortgage accounts in accordance with regulatory and company requirements.
• Processed account updates, servicing requests and customer instructions accurately and efficiently.
• Maintained customer records and documentation to ensure data integrity and compliance.
• Investigated account-related queries and worked towards timely resolution.
• Collaborated with internal departments to support customer outcomes and service delivery.
• Managed customer information confidentially and in line with regulatory standards.
• Supported customers with mortgage-related enquiries and account servicing requests.
• Updated customer information and maintained accurate records across internal systems.
• Processed administrative changes and customer requests while adhering to quality standards.
• Investigated customer queries and identified appropriate resolutions.
• Maintained confidentiality when handling sensitive customer information.
• Worked effectively within a high-volume environment while maintaining attention to detail and service quality
• Manage the day-to-day operations of a retail business, overseeing finance, administration, inventory management and customer service activities.
• Monitor income, expenses and cash flow to support business planning and decision-making.
• Maintain accurate financial records and business documentation.
• Analyze sales performance, pricing trends and stock requirements to support commercial decisions.
• Coordinate suppliers, service providers and external content creators.
• Identify opportunities to improve operational efficiency and reduce costs.
• Resolve customer enquiries and issues professionally while maintaining high service standards.
• Balance multiple priorities while ensuring smooth business operations and achievement of commercial objectives.
Financial Services Administration
FCA Regulatory Compliance
Customer Lifecycle Management
Financial Information Analysis
Case Management
Stakeholder Communication
Report Preparation & Documentation
Research & Information Gathering
Attention to Detail
Data Accuracy & Quality Assurance
Problem Solving
Organization & Prioritization
Time Management
Microsoft Excel, Word & Outlook
Financial Record Keeping
Working Independently & Remotely