Tomasz Molenda
Leeds,West Yorkshire
Summary
Established Broker with experience recommending and securing suitable mortgage and protection products. Target-driven with excellent planning and prioritisation skills to manage applications within strict timescales. Attentive to customer needs for targeted, bespoke advice. My aim is to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
3
3
years of post-secondary education
Work history
Senior Mortgage Advisor
Lewinski and Smith FS
Manchester, Lancashire
01.2020 - Current
- Directed sales and marketing activities and EDM campaigns generating additional lending revenue.
- Built outstanding relationships with clients through bespoke care and advice, going above and beyond to promote client loyalty and retention.
- Assessed clients' financial situations to evaluate readiness for mortgage application to help maintain high approval ratings.
- Completed assigned caseload of loan applications,
- Provided additional advice and guidance on buildings cover and life insurance.
- Maintained up-to-date knowledge on mortgage market trends to develop robust business development strategies and accurate revenue forecasting.
Mortgage Advisor
Intrinsic Financial Services
Swindon, Wiltshire
03.2011 - 12.2020
- Generated leads through sales presentations and cold calling to build new business, increasing sales revenue.
- Adhered to all compliance guidelines for retail mortgage lending.
- Directed sales and marketing activities and EDM campaigns generating additional lending revenue.
- Secured affordable, cost-effective mortgage options tailored to client needs to drive satisfaction rates.
Education
Bachelor degree of Administration - Administration
Akademia Bydgoska Kazimierze Wielkiego
Bydgoszcz 09.2001 - 09.2004
Skills
- Product research
- Sales data analysis
- UK mortgage regulation
- Underwriting and closing procedures
- Client relations
- Mortgage market trends
- CeMAP qualified
- Financial Conduct Authority (FCA) regulatory requirements
Languages
English
Fluent
Polish
Fluent
German
Beginner
Spanish
Beginner
Timeline
Senior Mortgage Advisor
Lewinski and Smith FS
01.2020 - Current
Mortgage Advisor
Intrinsic Financial Services
03.2011 - 12.2020
Bachelor degree of Administration - Administration
Akademia Bydgoska Kazimierze Wielkiego
09.2001 - 09.2004
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