Summary
Overview
Work history
Education
Skills
Timeline
Generic

Roger Ghuman.

Gloucester,

Summary

Financial Services specialist with over 20 years of experience, demonstrating strong analytical skills and a proven ability to build rapport with stakeholders at all levels. Known for effective communication and collaboration, contributing to successful project outcomes. Highly adaptable planner with a track record of quickly mastering new concepts and processes. Seeking to leverage expertise in a challenging role within a dynamic organization.

Overview

15
15
years of professional experience

Work history

Payroll Analyst (6 Month Contract)

Portman Dentex
Cheltenham.
12.2024 - 07.2025
  • Processed with a team, the end-to-end payroll for 6,300 employees on a monthly basis, ensuring accuracy and compliance with tax and employment laws.
  • Maintained up-to-date employee records, including pay rates, working patterns, benefits, deductions, and tax details.
  • Calculated and submitted PAYE, NI, pensions, and other statuary deductions in accordance with HMRC regulations.
  • Handled payroll queries from staff and management, providing timely and accurate responses.
  • Collaborated with HR and Finance departments to ensure payroll data integrity and alignment with budgets.
  • Generated payslips, P45s, P60s and payroll reports for audit and internal use.
  • Ensuring compliance with GDPR and maintained strict confidentially of all payroll data.

Office / Payroll Supervisor (6 Month Contract)

Cotts Care Ltd
Cheltenham.
12.2023 - 07.2024
  • A team of 2, processed the end-to-end payroll for 95 employees on a monthly basis, ensuring accuracy and compliance with tax and employment laws.
  • Collected and verified Right-To-Work documentation, DBS checks, and employment contracts.
  • Maintained onboarding trackers, updated CRM systems, and ensured accurate record keeping.
  • Acted as the primary point of contact for onboarding queries and support. Delivered induction sessions and orientation programs to introduce policies, procedures, and company culture.
  • Supervising daily administrative operations, ensuring smooth and efficient functioning of the office.
  • Managed and coordinated office staff schedules, tasks assigned, and performance reviews to maintain productivity.
  • Oversaw office supply inventory, procurement processes, and vendor relationships to ensure cost-effectiveness.
  • Acted as the primary liaison between management and administrative personnel, facilitating clear communications and issue resolution.
  • Implement and maintained office procedures and systems, resulting in improvement workflow and reducing operational delays.
  • Supporting HR functions including onboarding, timekeeping, and staff training.
  • Ensuring compliance with health, safety, and company policies within the workplace.
  • Maintained confidential records and handled sensitive information with discretion and professionalism.

Office Administrator / Scheduler

Home InStead
Gloucester.
05.2023 - 11.2023
  • Coordinated and maintained daily schedules for field staff, technicians, or service teams to ensure timely job completions and client satisfactions.
  • Managed incoming calls, email's, and correspondence, directing queries appropriately and maintaining professional communication standards.
  • Handled general office duties including filing, date entry, document preparation, and record management.
  • Liaised with clients, suppliers, and contractors to confirm appointments, service updates, and project timelines.
  • Maintained internal databases and scheduling systems, updating job statuses and staff availability in real-time.
  • Processed purchases orders, invoices, and timesheets, supporting finance and operational teams as needed.
  • Ensuring office supplies were stocked and equipment maintained, coordinating with vendors for orders or repairs.
  • Provided administrative support to management, including reported preparation, meeting coordination, and task tracking.

Mortgage Administrator Manager

Warren & Co
Gloucester., Gloucestershire
11.2022 - 03.2023
  • Managed and led a team of 6 mortgage administrators, providing training, supervision, and performance evolutions.
  • Oversaw the full lifecycle of mortgage applications from initial submission through to completion and post completion activities.
  • Ensured compliance with FCA regulations, GDPR, AML laws, and internal policies.
  • Coordinated with lenders, solicitors, brokers, and clients to ensure timely and accurate processing of mortgage cases.
  • Monitored daily workflow and implemented process improvements to increase efficiency and reduce turnaround times.
  • Reviewed and approved documentation for mortgage disbursements and reconciliations.
  • Maintained accurate records, prepared management reports, and handled escalated issues or complaints.
  • Used CRM systems and mortgage platforms to track application progress and performance metrics.

Mortgage Administrator

The Mortgage Brain
Gloucester., Gloucestershire
08.2022 - 10.2022
  • Processed mortgage applications, ensuring all required documentation was complete and compliant.
  • Communicated with clients, lender, brokers, and solicitors to coordinate mortgage transactions.
  • Carried out ID and credit checks, and verified income, employment, and other supporting documents.
  • Maintained accurate records and update cases progress on CRM and lender platforms.
  • Assisted with the preparation of mortgage offers, completion statements, and legal documents.
  • Ensured all files complied with FCA, AML, GDPR, and internal compliance standards.
  • Supported the wider team with administrative duties, such as data entry, filing, and responding to client queries.

Senior Mortgage Administrator

The Finance Roome
Cheltenham.
01.2022 - 07.2022
  • Handled a wide range of residential and BTL mortgage cases from application through to completion.
  • Liaised with brokers, lenders, solicitors , and clients to ensure the timely processing of mortgage applications.
  • Reviewed and verified documentation including ID, proof of income, and credit reports for accuracy and completeness.
  • Ensured all cases met FCA, AML, GDPR, and internal compliance standards.
  • Supported and mentored junior administrators, offering guidance on best practiced and complex case handling.
  • Maintained accurate case notes and updated CRM and lender platforms regularly.
  • Resolved issues and escalations efficiently to minimize delays in the application process.
  • Prepared daily, weekly, and monthly progress reports for management and stakeholders.

L&D Trainer / Mortgage Consultant / Team Manager

TSB
Gloucester., Gloucestershire
10.2010 - 12.2021
  • Designed & Delivered Training : Developed and facilitated tailored training solutions covering mortgage products, systems, processes, and regulatory requirements - Enhancing employee knowledge, capability, and productivity.
  • Induction & Competency Management: Owned the new joiner induction programme, working closely with managers to identify skills gaps, align training to role requirements, and support development plans to ensure team competence.
  • Regulatory Compliance & Quality: Delivered training to uphold regulatory standards and internal policies (e.g. TSB frameworks), ensuring consistent quality and compliance across servicing operations.
  • SME & First Point of Contact: Acted as SME for mortgage systems, policy, and processes - Providing on-demand guidance and building strong L&D partnerships across the business.
  • Needs Analysis & Strategic Training Delivery: Collaborated with management to assess technical and competency gaps; developed responsive training plans aligned to business goals and regulatory obligations.
  • Mortgage Systems & Platform Support (MSO): Supported testing, rollout, and enhancement of MSO mortgage platform, identifying and resolving system issues. Contributed to the optimisation of the customer and user journey.
  • Project Support & Stakeholder Engagement: Worked cross-functionally on mortgage transformation projects, influencing platform design, prioritising deliverables, and providing SME insights to ensure business readiness.
  • Customer-Focused Mortgage Consultant : Delivered telephone-based mortgage advice aligned to customer needs and policy, ensuring smooth processing from application to offer while protecting business risk.
  • Coaching & Performance Management : Mentored team members to drive service excellence; conducted 1:1s, led daily huddles, shared performance insights, and embedded new processes and policy updates.
  • Call Monitoring & Quality Assurance : Assessed colleague interactions, providing constructive feedback to uphold customer outcomes, policy compliance, and service standards.
  • Resource & SLA Management: Managed day-to-day team resources to meet service level agreements, balancing operational efficiency with customer experience.
  • Contribution to Leadership & Policy Alignment: Actively participated in management meetings, influencing decision-making and ensuring procedural adherence.

Education

BTEC National Diploma in Business & Finance

GLOSCAT
Gloucester
1992/1992 - 1994/1994

BTEC First Diploma in IT

Coleg Glan Hafren
Cardiff
1990 - 1991

GCSEs -

Llanedeyrn High
Cardiff
1985/1985 - 1990/1990

Skills

  • Leadership & Management Skills
  • Time Management Skills
  • Good working knowledge of MS Word, Excel and PowerPoint
  • Proactive team player able to work on initiative
  • Supervising staff, organising workloads to ensure deadlines are met
  • Proven communication skills, both verbally and written to internal and external stakeholders
  • Data handling / Analysis
  • Transparency with strong customer and personal service

Timeline

Payroll Analyst (6 Month Contract)

Portman Dentex
12.2024 - 07.2025

Office / Payroll Supervisor (6 Month Contract)

Cotts Care Ltd
12.2023 - 07.2024

Office Administrator / Scheduler

Home InStead
05.2023 - 11.2023

Mortgage Administrator Manager

Warren & Co
11.2022 - 03.2023

Mortgage Administrator

The Mortgage Brain
08.2022 - 10.2022

Senior Mortgage Administrator

The Finance Roome
01.2022 - 07.2022

L&D Trainer / Mortgage Consultant / Team Manager

TSB
10.2010 - 12.2021

BTEC National Diploma in Business & Finance

GLOSCAT
1992/1992 - 1994/1994

BTEC First Diploma in IT

Coleg Glan Hafren
1990 - 1991

GCSEs -

Llanedeyrn High
1985/1985 - 1990/1990

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Roger Ghuman.