Summary
Overview
Work history
Education
Skills
Affiliations
References
Timeline
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William Taylor CeMAP

Hull,YORKSHIRE

Summary

Resilient individual with positive, can-do attitude seeking Mortgage Broker role. Achieves targets through strategic planning and persuasive skills. Confident communicator with excellent market knowledge for helpful client advice. 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.


Driven and aspirational with excellent communication and analytical skills, combining financial acumen and client-focused service. Proficient in building relationships and providing tailored financial advice, aiming to simplify complex processes for clients. Ready to achieve impactful results in a mortgage advisor role.

Overview

4
4
years of professional experience
2013
2013
years of post-secondary education

Work history

Mortgage broker

Windom Finance
HULL, Yorkshire
07.2025 - Current
  • Helped clients to secure their dream homes with strategic planning and advice.
  • Developed strong client relationships to build trust and satisfaction.
  • Ensured regulatory compliance in all operations, maintaining professional standards.
  • Stayed abreast of changing regulations in the industry; ensured company compliance.
  • Assisted clients to understand complex mortgage terms, enhancing customer confidence.
  • Liaised effectively between lenders and borrowers for efficient communication processes.
  • Maintained up-to-date understanding of market trends and developments to offer best possible customer advice.

Sales advisor

Domestic & General
Hull, Yorkshire
11.2023 - 07.2024
  • Delivered excellent customer service by addressing and resolving queries.
  • Boosted brand reputation with demonstration of product knowledge.
  • Collaborated with team members to achieve collective sales targets.
  • Worked towards achieving individual monthly targets consistently without compromising on quality of service provided.
  • Handled difficult situations calmly under pressure, demonstrating excellent resilience and problem-solving skills.
  • Built rapport with customers for effective telesales promotion.
  • Maintained up-to-date knowledge of products, contributing to successful telesales pitches.
  • Managed high call volumes, ensuring excellent customer service standards were maintained.
  • Maintained excellent time management skills to meet sales volumes within agreed timescales.
  • Provided excellent customer service, upholding high level of customer satisfaction.
  • Completed over 100 targeted outbound telephone calls per day to assigned new and existing customers.
  • Cold-called customers from assigned contact lists to build new business.

Mortgage broker

Mortgage Key
Hull, Yorkshire
06.2022 - 11.2023
  • Developed strong client relationships for trust and satisfaction.
  • Assisted clients to understand complex mortgage terms, enhancing customer confidence.
  • Provided tailored solutions to unique financial situations, improving client satisfaction rate.
  • Helped clients to secure their dream homes with strategic planning and guidance.
  • Maintained up-to-date market knowledge, providing accurate advice to clients.
  • Stayed abreast of changing regulations in the industry; ensured company compliance.
  • Worked closely with underwriters to ensure timely approval of loans; increased customer satisfaction.
  • Processed mortgage applications, expedited approvals.
  • Coordinated with solicitors and estate agents for smooth transactions.
  • Managed a diverse portfolio of mortgages; delivered personalised service.
  • Secured financial stability for clients by advising on suitable mortgage products.
  • Provided exceptional level of customer service at all stages of mortgage loan process.
  • Built outstanding relationships with clients through bespoke care and advice, going above and beyond to promote client loyalty and retention.

Sales Advisor

Resq Limited
Hull, Yorkshire
04.2021 - 06.2022
  • Displayed extensive product knowledge whilst handling customer queries.
  • Proactively learned about new products to provide up-to-date information to customers.
  • Delivered persuasive sales pitches for successful up-selling and cross-selling.
  • Enhanced customer satisfaction by providing excellent telesales service.
  • Improved team morale by sharing best practices in regular meetings.
  • Achieved daily performance targets, aiding department progression towards sales goals.
  • Handled high call volumes with accuracy and efficiency for optimum productivity.
  • Used targeted questioning techniques to determine customer needs and appropriate support.
  • Cold-called customers from assigned contact lists to build new business.

Education

CeMAP - Mortgage Advice

LIBF
Hull

GCSEs - English, History, Science, Maths

Sherburn in Elmet High School
Sherburn in Elmet, North Yorkshire

Skills

  • Banking industry regulations understanding
  • Mortgage processing
  • Ethical business practice
  • Certification in mortgage advice
  • Credit report interpretation
  • Knowledge of FCA guidelines
  • Lending standards knowledge
  • Adaptable to regulatory changes
  • Prospecting new clients
  • Customer Service
  • Sales techniques
  • Wealth management
  • Mortgage protection products
  • Mortgage application knowledge
  • Resourcefulness

Affiliations

  • I enjoy watching MMA and combat sports. I love gaming and walking.

References

References available upon request.

Timeline

Mortgage broker

Windom Finance
07.2025 - Current

Sales advisor

Domestic & General
11.2023 - 07.2024

Mortgage broker

Mortgage Key
06.2022 - 11.2023

Sales Advisor

Resq Limited
04.2021 - 06.2022

CeMAP - Mortgage Advice

LIBF

GCSEs - English, History, Science, Maths

Sherburn in Elmet High School

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William Taylor CeMAP