Scott Cree
Batley
Summary
Driven and dedicated mortgage broker / case manager with over 6 years experience in financial services industry, working between home and a busy mortgage broker office environment. CeMAP qualified professional.
During my tenure in the financial services industry, I have honed my skills in client interaction and teamwork. I recognise the significance of possessing and employing excellent interpersonal and organisational skills, as well as being highly motivated, confident, and efficient. These qualities have helped me in achieving optimal outcomes for my clients
and companies that i have worked along with.
Although my employment history is that of within the UK mortgage industry, I am very much open minded to exploring new opportunities and careers in various other industries.
Overview
6
6
years of professional experience
Work history
Case Manager and Mortgage Adviser
Forest Hall Financial Solutions
Tadcaster, North Yorkshire
07.2024 - Current
- Progressed cases and applications quickly through accurate data processing and management.
- Communicated case updates with solicitors, estate agents, brokers and clients in ways that such complexities can be easily understood by each audience.
- Documented case files to maintain clinical and compliant records.
- Prioritised tasks when managing cases in line with completion deadlines.
- Built great relationships with clients by providing attention to details, care and professional advice.
- Pushed good outcomes for clients with mortgage offers.
Case Manager and Mortgage Adviser
Mortgage Confident
Manchester
05.2023 - 05.2024
- Documented case files to maintain clinical records.
- Progressed cases and applications quickly through accurate data processing and management.
- Communicated case updates with solicitors, estate agents, brokers and clients in ways that such complexities can be easily understood by each audience.
- Prioritised tasks when managing cases in line with completion deadlines.
- Scheduled and led team catch up sessions to discuss client cases, and explore ways of increasing overall efficiency across the team.
- Organised and fronted business development pop up stalls at conferences with a foot traffic of 300+ plus in attendance.
- Added to my mainstream mortgage adviser knowledge by specialising in off-plan high investor led developments and assisting investors with the purchase of these types of units.
Mortgage and Protection Adviser
JB Mortgages
Brighouse, West Yorkshire
09.2022 - 04.2023
- Completing thorough fact finds with my clients to establish their requirements and make suitable recommendations for their circumstances.
- Building great relationships with clients by providing attention to details, care and professional advice.
- Regular personal development completing my CPD's on time to keep up to date with market trends and compliance.
- Pushing good outcomes for my clients with mortgage offers.
- Making suitable mortgage protection recommendations, handling all aspects of the application to policy going live.
- Maintained well organised and compliant client files.
- Keeping on top of leads, making sure each lead gets 3 calls, emails and texts in a timely manner.
Mortgage Administrator
JB Mortgages
Brighouse, West Yorkshire
04.2019 - 09.2023
- Experienced mortgage administrator looking after multiple mortgages brokers, processing a high volume of mortgage applications from initial application to offer.
- Speaking to lenders, solicitors and estate agents, ensuring our client's experience is a smooth and enjoyable one.
- High attention to detail and getting things right first time.
- Fully competent at submitting mortgage applications with all mortgage lenders.
- Fully competent at packaging cases to mortgage lenders Including uploading appropriate documentation.
- Fully competent liaising with mortgage lenders to push applications to offer.
- Fully competent speaking with estate agents.
- Fully competent completing and instructing solicitor quotes.
- Experienced in processing and checking documents in a compliant manner.
Education
CeMAP - Mortgages
The London Institute of Banking & Finance
05/2022 -
GCSEs -
Birkdale High School
Dewsbury 09/2008 - 05/2022
Skills
- Financial analysis
- File management
- Computer literate
- Customer service
- Sales
- Communication
- Negotiation
- Marketing
- Research
- Client management
- Time management
- Attention to detail
- Problem solving
- Flexibility
- Record keeping
Affiliations
- Playing and watching sports
- Staying fit and active at the gym
- Socialising and spending quality time with friends and family
- DIY projects
Timeline
Case Manager and Mortgage Adviser
Forest Hall Financial Solutions
07.2024 - Current
Case Manager and Mortgage Adviser
Mortgage Confident
05.2023 - 05.2024
Mortgage and Protection Adviser
JB Mortgages
09.2022 - 04.2023
Mortgage Administrator
JB Mortgages
04.2019 - 09.2023
CeMAP - Mortgages
The London Institute of Banking & Finance
05/2022 -
GCSEs -
Birkdale High School
09/2008 - 05/2022
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