Summary
Overview
Work history
Education
Skills
Timeline
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Sam Robert

Blackburn,Lancashire

Summary

As a highly motivated and aspirational individual with outstanding accomplishments and experience within the sales profession; I desire to apply the knowledge I have accrued, to further progress my career working as a Mortgage Advisor in the Finance Industry. I possess immense passion to thrive in this field, which is showcased through my diligence to increase my professional skillset, along with the resilience I obtain to conquer obstacles brought to me. My charisma is highlighted through the lasting relationships I build with clients and my ability to empathise has enabled me to become efficient in problem solving; increasing my work performance.

Overview

2
2
years of professional experience

Work history

Second Charge Mortgage Adviser

Fluent Money LTD
Horwich, Bolton
09.2024 - 02.2025
  • Built strong relationships and directly worked with lenders such as Pepper Money, United Trust Bank, Tandem, Admiral and Interbridge to problem solve and negotiate favourable deals for clients.
  • Independently underwrote numerous cases successfully, whilst assessing risk factors to ensure responsible lending practices; following FCA guidelines.
  • Produced fact finds in an efficient manner to tailor clients' needs to the most suitable lenders, whilst also meeting the appropriate lending criteria.
  • Accurately assessed Land Registries; identifying any restrictions that impacted clients application and eligibility.
  • Evaluated clients' credit check report and affordability assessments; offering financial advice in relation to achieving their main goals.
  • Conducted multiple research and computer valuations for properties on the market.
  • Dealt with reissues for mortgage applications alongside case managers (post sales) effectively; enabling a more streamlined process for finding alternate solutions.
  • Achieved conversion rates of 66% and above attaining monthly KPI targets.
  • Kept up to date with new changes in mortgage products and mortgage regulation.
  • Carried out phone call appointments in an organised and punctual manner; following up on application documents and answering any client queries.
  • Ensured 100% compliance consistently with regulatory standards throughout all procedures.

Inbound sales advisor

Vodafone UK
Stoke-on-Trent, Staffordshire
03.2023 - 07.2024
  • Communicated complex concepts about Vodafone products to clients in a clear, concise, and understandable manner.
  • Initiated contact with new customers and prospects to establish needs and progress sales process.
  • Built rapport efficiently, which helped maintain strong relationships with clients, to facilitate open dialogue and effective problem-solving.
  • Maintained up-to-date knowledge of product information, retention deals and policy changes.
  • Used targeted questioning techniques to determine customer needs and provide tailored solutions in order to close deals.
  • Sold all products including high ticket sales, such as mobile contracts and insurance plans, in accordance with guidelines set by the Financial Conduct Authority (FCA).
  • Performed upsell pitches effectively after closing deals, to achieve outstanding conversion rates in cases such as 100-150%.
  • Performed credit checks for loans regularly and handled high-risk financial transactions.
  • Delivered telesales scripts clearly to engage callers with relevant service information.
  • Handled high call volumes with accuracy and efficiency for optimum productivity.
  • Achieved personal KPIs with diligent work and supported overall team objectives.
  • Conducted Outbound calls to follow up and resolve any issues clients were having regarding their purchase journey; improving satisfaction rates.
  • Maintained call centre efficiencies, ensuring clear, effective communication with all departments.
  • Delivered exceptional after-sales customer care, enhancing first-call resolution (FCR) rates, whilst maximising repeat business with clients.

Education

Level 4 - Accounting And Finance

Keele University
Stoke On Trent

A Levels -

Runshaw College
Leyland

GCSE's -

St Bede's RC High School
Blackburn

CeMAP Level 3 -

LIBF
09/2024 - 03/2025

Skills

Microsoft Office

  • Excel, Word, PowerPoint, Outlook, Teams (Document preparation, executing formulas, spreadsheets, data analysis)

Problem Solving

  • Determining solutions accurately through attentive listening, critical thinking and logical reasoning




Financial Modelling

  • Withhold basic understanding of financial calculators and loan scenario software

Team Work

  • Uplifted true attachment rates up to 30% with multiple colleagues, which pushed overall team's conversion rates, to successfully surpass end of month targets




Timeline

Second Charge Mortgage Adviser

Fluent Money LTD
09.2024 - 02.2025

Inbound sales advisor

Vodafone UK
03.2023 - 07.2024

Level 4 - Accounting And Finance

Keele University

A Levels -

Runshaw College

GCSE's -

St Bede's RC High School

CeMAP Level 3 -

LIBF
09/2024 - 03/2025

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Sam Robert