Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

OMOFOLAYEMI OMOTOLA

Summary

CeMAP-qualified Whole-of-Market Mortgage Advisor (CeMAP 1, 2 & 3) with proven expertise in delivering high-quality, compliant mortgage advice across a diverse client base. Strong record of managing 15–25 active cases at any one time, achieving a 70–80% conversion rate from Agreement in Principle to full application through effective case management, technical knowledge, and proactive client support. Experienced in handling complex lending scenarios, analysing lender criteria, and overcoming barriers to secure successful outcomes. Recognised for combining commercial acumen, attention to detail, and outstanding relationship management to deliver a seamless and trusted client experience. Seeking a Mortgage Advisor position within a forward-thinking organisation where performance, professionalism, and client outcomes are highly valued.

Overview

4
4
years of professional experience
1
1
Certification

Work history

Mortgage Advisor (Whole of Market)

COG Financial
2025.05 - 2026.04
  • Managed pipelines of 15–25 active mortgage cases at various stages, maintaining high service levels and attention to detail.
  • Conducted in-depth fact-finds, assessing affordability, risk profile, and suitability to deliver compliant and tailored advice.
  • Sourced mortgage solutions across whole of market, leveraging lender criteria knowledge to secure optimal outcomes.
  • Achieved consistent 70–80% conversion rate from AIP/DIP to full application through clear communication and structured advice.
  • Secured Agreements in Principle efficiently and presented recommendations in clear, client-focused manner.
  • Owned the full mortgage lifecycle from enquiry to completion, ensuring a smooth and transparent client journey.
  • Proactively resolved complex issues including down-valuations, adverse credit scenarios, lender declines, and solicitor delays.
  • Liaised effectively with lenders, underwriters, estate agents, and solicitors to progress cases and avoid delays.
  • Generated repeat business and referrals through strong relationship building and consistent client communication.
  • Ensured full compliance with FCA regulations, maintaining accurate documentation and suitability of advice at all times.

Healthcare Recruitment Consultant / Account Manager

TFS/Aspect Healthcare
2022.09 - 2025.01
  • - Managed key client accounts, building long-term relationships and delivering tailored recruitment solutions.
  • - Led end-to-end recruitment processes, improving efficiency and placement success through data-driven strategies.
  • - Analysed market trends and candidate data to support business growth and client decision-making.
  • - Mentored junior consultants and contributed to improving overall team performance.

Education

BSc - Business Management

University of Essex
Colchester
1 2019 - 1 2022

Skills

  • Whole-of-market mortgage advice
  • Pipeline and case management
  • Affordability assessment and fact-finding
  • FCA compliance and regulatory knowledge
  • Stakeholder management
  • Complex case structuring and problem solving
  • Client relationship management
  • Communication, negotiation, and influence
  • Commercial awareness and conversion optimization

Certification

CeMAP (Certificate in Mortgage Advice and Practice) – Modules 1, 2 & 3

Timeline

Mortgage Advisor (Whole of Market)

COG Financial
2025.05 - 2026.04

Healthcare Recruitment Consultant / Account Manager

TFS/Aspect Healthcare
2022.09 - 2025.01

BSc - Business Management

University of Essex
1 2019 - 1 2022
OMOFOLAYEMI OMOTOLA