Summary
Overview
Work history
Education
Skills
Affiliations
References
Timeline
Generic

Scarlett Morris

Twigworth,Gloucestershire

Summary

Dynamic and results-driven sales professional with a proven ability to lead, motivate, and develop sales teams to achieve targets and enhance performance. Adept at building and maintaining strong relationships with clients, lenders, and referral partners, fostering trust and credibility through excellent listening skills and can-do attitude. Adaptable to all challenging situations. I have a clear logical mind with a practical approach to problem solving. I have a great eye for detail and am eager to learn and develop myself as I achieve my goals through determination and constant drive for progression and success.

Overview

11
11
years of professional experience

Work history

Sales Manager

Chartwell Mortgage Services
Manchester
07.2022 - Current
  • Leading a team of high performing Mortgage & Protection advisor's, providing training, inductions, coaching and performance evaluations to maximise team effectiveness.
  • Implemented comprehensive training for new recruits, focusing on mortgage and protection products, regulatory compliance, effective sales techniques, improving team performance and customer satisfaction.
  • Developed and implemented strategic sales and plans that helped to increase revenue. In particular 50% conversion on protection sales.
  • Identified and pursued new ways to monetize data within our own business opportunities. Analysing market trends and customer feedback to refine product offerings, helping to increase customer retention.
  • Established strong relationships with New Build accounts, financial institutions, and referral partners, enhancing lead generation and cross selling opportunities.
  • Utilised CRM software and built in reports to track sales and performance metrics, and provide data driven insights to senior management for strategic decision making.

Mortgage and Protection Advisor

Chartwell Mortgage Services
Manchester
03.2021 - 07.2022
  • Assisted clients in navigating the mortgage application process, providing expert advice on mortgage products and tailored protection solutions.
  • Consistently exceed monthly sales targets.
  • Developing financial plans for clients, focusing on mortgage solutions and protection products.
  • Collaborating with underwriters and processing teams to ensure approvals and meet deadlines.

Mortgage and Protection Advisor

Mortgage Advice Bureau
Cheltenham, Gloucestershire
07.2018 - 03.2021
  • See above ''
  • Attended industry events for continued professional development.
  • Partnered in several Estate agent branches to facilitate transactions.
  • Delivered information presentations and incentive programmes for estate agency staff to enhance understanding or mortgage products and favourable terms for clients and to increase lead generation.

Mortgage Advisor

Royal Bank of Scotland
Salisbury, Wiltshire
07.2016 - 04.2018
  • See above.
  • Covered 9 branches based around the South West.

Customer Advisor

Royal Bank of Scotland
Cheltenham, Gloucestershire
01.2014 - 04.2016
  • Provided exceptional customer service by addressing inquiries and resolving issues related to banking products, services and transactions.
  • Assisted clients with account openings, loan applications and credit card services, ensuring a smooth onboarding experience.
  • Educated customers on various banking products, including savings accounts, investment options, mortgages and personal loans, effectively matching products to individual financial needs.
  • Achieved sales targets by promoting bank products.
  • Conducted regular follow ups with clients to ensure satisfaction and identify additional opportunities.
  • Resolved complex customer complaints and escalated issues to management, demonstrating strong problem solving skills.

Education

Certificate Mortgage Advice and Practice (CeMAP) - Financial Services

Financial Services
London

AS Level in Business Studies - Health And Social Care

Gloucestershire College
Cheltenham

AS Level in Law -

Gloucestershire College
Cheltenham

AS Level in English Literature and language -

Gloucestershire College
Gloucesershire

Merit Health and Social Care -

Long Road Sixth Form College
Cambridge

10 GCSEs grace C or above. - School

Neale Wade Community College
Cambridgeshire

Skills

  • Ability to lead, motivate and develop a sales team to achieve targets and improve performance – providing coaching and mentorship to enhance the skills and effective of team members
  • Building and maintaining strong relationships with clients, lenders, referral partners – fostering trust and credibility– with strong listening skills to understand and identify any challenges
  • Excellent with verbal and written communication – with strong time management skills, and the ability to prioritise task's effectively and meet deadlines and hit targets and KPIs
  • Understanding of sales principles to identify upselling and cross selling opportunities
  • Flexibility to adjust to changing client needs or market conditions

Affiliations

  • I am very active with my hobbies being the Gym, Running, Walking, Hiking! I have a Doberman who keeps me busy!

References

References available upon request.

Timeline

Sales Manager

Chartwell Mortgage Services
07.2022 - Current

Mortgage and Protection Advisor

Chartwell Mortgage Services
03.2021 - 07.2022

Mortgage and Protection Advisor

Mortgage Advice Bureau
07.2018 - 03.2021

Mortgage Advisor

Royal Bank of Scotland
07.2016 - 04.2018

Customer Advisor

Royal Bank of Scotland
01.2014 - 04.2016

Certificate Mortgage Advice and Practice (CeMAP) - Financial Services

Financial Services

AS Level in Business Studies - Health And Social Care

Gloucestershire College

AS Level in Law -

Gloucestershire College

AS Level in English Literature and language -

Gloucestershire College

Merit Health and Social Care -

Long Road Sixth Form College

10 GCSEs grace C or above. - School

Neale Wade Community College

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