Summary
Overview
Work history
Education
Skills
Timeline
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Rebecca Dunn

Neston,UK

Summary

Experienced Mortgage and Protection Adviser, skilled in guiding clients through complex financial landscapes. Specialised in delivering tailored mortgage solutions and protection plans, resulting in enhanced client satisfaction and retention. Recognised for integrity and commitment to securing optimal outcomes for clients.

Offering strong interpersonal and communication skills, with background in customer service and sales. Knowledgeable about financial products and regulations, with focus on building client relationships and providing tailored advice. Ready to use and develop analytical, problem-solving, and organisational skills in a Mortgage Adviser role.

Overview

27
27
years of professional experience
6025
6025
years of post-secondary education

Work history

Mortgage and Protection Adviser

Clementine Financial Ltd
10.2021 - Current
  • Handled sensitive information discretely, maintaining high levels of confidentiality.
  • Provided ongoing support post-completion, fostering long-term client relationships.
  • Built positive relationships with lenders to achieve optimal client deals.
  • Demonstrated excellent problem-solving skills to overcome complex cases.
  • Utilised up-to-date market knowledge to offer relevant product suggestions.
  • Facilitated smooth property transactions by liaising with solicitors and estate agents.
  • Ensured compliance with industry regulations through meticulous document management.
  • Developed tailored solutions, addressing unique client needs effectively.
  • Enhanced customer satisfaction by providing expert mortgage advice.
  • Mastered a variety of mortgage software systems, optimising work efficiency.
  • Offered friendly, efficient customer service and handled challenging situations with ease.

Client Services Director

Clementine Financial Ltd.
07.2013 - 02.2025
  • Establish complete compliance as well as confirming advisers provided best advice and fair treatment to customers
  • Ensure prompt and accurate completion of comprehensive company accounts and FCA RegData (formerly Gabriel) Reports for seamless execution of operations
  • Facilitate development and implementation of remote business operations
  • Support brokers from AIP to completion, liaise with clients, solicitors, lenders to streamline time to completion
  • Recovered previously missed renewal sales up to 90% through introduction of robust record keeping system
  • Addressed client inquiries and concerns promptly, maintaining high standard of customer service.
  • Nurtured strong client relationships to boost satisfaction and loyalty.
  • Ensured adherence to company policies and regulations in all dealings with clients.

Administrator

Fresh Approach Finance
08.2016 - 04.2018
  • Provided support to mortgage advisers for ensuring timely completion of Decisions in Principle with lenders and producing suitability letters
  • Monitored case for ensuring compliance
  • Submitted applications and established end-to-end liaison with clients, solicitors, lenders and estate agents through to completion

Paraplanner & Office Manager

Roebridge Financial Management
12.2018 - 06.2019
  • Processed invoices and ISA transactions for clients, composed investment advice reports, and calculated portfolio valuations
  • Prepared client reports closely with adviser
  • Kept monthly accounts up to date
  • Performed entire office manager functions, including IT operations and compliance checking of files
  • Launched a pipeline process to keep up to date with cases
  • Helped with preparation of management accounts and end-month duties.
  • Liaised with clients regularly, fostering strong professional relationships and trust.

Compliance & Marketing Director

Shugabush Home Finance Ltd.
02.2008 - 11.2012

Compliance Officer

Munro Greenhalgh Life and Pensions
11.2001 - 08.2002

Business Development Manager

Legal and General
12.1997 - 11.2001

Education

Certificate in Regulated Equity Release -

London Institute of Banking & Finance
10.2021 - 03.2022

Master's Degree - Creative Writing

The Open University
10.2019 - 09.2021

BSc (Hons) - Psychology

The Open University

Certificate in Mortgage Advice and Practice -

London Institute of Banking & Finance

Financial Planning Certificate (part 1, 2 & 3) -

Chartered Insurance Institute

NVQ Level 3 - Customer Service

Skills

  • Mortgage & Loan Processing
  • Customer Service & Relations
  • Sales & Business Development
  • Training & Development
  • Advertising & Marketing
  • Social Media Management
  • Financial Management
  • Administrative Assistance
  • Quality & Cost Compliance

Timeline

Mortgage and Protection Adviser

Clementine Financial Ltd
10.2021 - Current

Certificate in Regulated Equity Release -

London Institute of Banking & Finance
10.2021 - 03.2022

Master's Degree - Creative Writing

The Open University
10.2019 - 09.2021

Paraplanner & Office Manager

Roebridge Financial Management
12.2018 - 06.2019

Administrator

Fresh Approach Finance
08.2016 - 04.2018

Client Services Director

Clementine Financial Ltd.
07.2013 - 02.2025

Compliance & Marketing Director

Shugabush Home Finance Ltd.
02.2008 - 11.2012

Compliance Officer

Munro Greenhalgh Life and Pensions
11.2001 - 08.2002

Business Development Manager

Legal and General
12.1997 - 11.2001

NVQ Level 3 - Customer Service

BSc (Hons) - Psychology

The Open University

Certificate in Mortgage Advice and Practice -

London Institute of Banking & Finance

Financial Planning Certificate (part 1, 2 & 3) -

Chartered Insurance Institute

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Rebecca Dunn