Rebecca Anderson
Glasgow
Summary
I am a highly motivated and loyal individual with over 14 years experience in the Mortgages and Insurance industry. It is with a heavy heart that I feel I have reached the end of my journey with my current employer however I am excited to see what the future holds in my next adventure. I give my all to any task thrown my way and will complete these with precision. I am resilient and can adapt to any workload or work environment. I am confident speaking with customers for all queries and have been praised on my ability defusing a hostile client/situation and reassure clients. I feel I would be an asset to your company due to my experience in this industry and time working in a fast paced office environment.
Overview
2025
2025
years of professional experience
Work history
Account Manager / Mortgage Processor
The Mortgage Hub
Hamilton, South Lanarkshire
10.2010 - Current
- Processing and submitting customer mortgage applications whilst carrying out the relevant documents authenticity checks and identity checks
- Sourcing and selling General Insurance products ensuring these meet customers induvial needs
- Carrying out file checks to make sure our systems are fully up to date and compliant
- Chasing mortgage lenders from application submission to point of the mortgage offer being produce while updating the customer at every stage
- Carrying out mortgage research – liaising with multiple lenders and checking individual lenders to makes sure we have the perfect fit for our customers
- Regular use of Mortgage Brain sourcing system
- Being commercially aware and offering all services to customers
- Liaising with customers verbally and over email daily for case updates, general queries covering all stages of the mortgage process
- Managing company accounts making sure all procurations fees, commission fees and customer fee are paid on time
- Working close with my team to ensure we are on track for monthly targets both personally and as a company
Administrator
Scottish Power
Glasgow
07.2009 - 10.2010
- General Administration role
- Assisting senior staff members
- Updating and distributing company process maps
- Took part in a health and safety course and team building exercises
Business & Administration
ITEC Integrations
Blantyre
- Carried out various assessments and modules to gain my SVQ levels 2 & 3
Skills
- Client relationship management
- Key account handling
- Sales forecasting
- Product knowledge
- Customer retention
- Sales pipeline management
- Risk assessment
- Customer Service
- Account management
- Process Improvement
- Mortgage processing
- Loan packaging
- Financial analysis
- Credit assessment
- Knowledge of fca standards
- Document verification
- Mortgage underwriting
- Database management
Timeline
Account Manager / Mortgage Processor
The Mortgage Hub
10.2010 - Current
Administrator
Scottish Power
07.2009 - 10.2010
Business & Administration
ITEC Integrations
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