Experience

MARGETTS WEALTH MANAGEMENT LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Relationship Coordinator

  • Mar 2021 - Present

• ParaPlanner

  • Mar 2017 - Mar 2021



The West Brom

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Personal Mortgage Consultant

  • Sep 2015 - Feb 2017

  • I represent a well respected building society in advising customers with mortgage and insurance requirements, from a high-level to detailed assessments of needs and circumstances, both current and forecast.• I display strong case management skills, additionally undertaking insurance sales and referrals, with the role requiring significant time management. • I created a process to enable our new business model to be easily understood and utilised by our telephony agents• I complete manual letters of suitability requiring attention to detail and accuracy regarding the interviews and subsequent recommendations



Nationwide Building Society

• United Kingdom
• Financial Services
• 700 & Above Employee

• Mortgage Consultant

  • Nov 2013 - Sep 2015

  • I represented a major financial institution in advising customers with mortgage requirements and household insurance.• I successfully obtained a CeMAP qualification, enabling effective operation and ensuring compliance in a post-MMR environment. • I drove an initiative to create reports communicating analysis of mortgage declines to management across the department. This resulted in efficiency savings and improved workload management across the team, as well as generating added business for the organisation. • I was trusted to deal with complex cases, due to my personable nature and professionalism, which was often reflected in customer feedback.• I took responsibility for employee engagement champion for my team, involving organisation of social events, charity events and employee morale initiatives.



Close Brothers Asset Finance and Leasing

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Business Support Advisor

  • Feb 2012 - Nov 2013

  • I had responsibility for all customer queries entering the organisation, alongside a significant level of documentation approval and systems validation.• I was in charge of an insurance pilot scheme was the point of contact for the company, including executive level, partner company and customers. • I additionally took on a sales aspect to my role, outside the role’s responsibilities. This involved liaising with brokers and senior management, including the Managing Director.• I volunteered to be Vision & Values champion, responsible for schemes such as Momentum Week and Employee of the Month. • I had to master two new computer systems quickly, through training and self-interest.



Emma Kaufmann Camp

• United States
• Recreational Facilities
• 1 - 100 Employee

• Horseback Riding Supervisor/Specialist

  • May 2010 - Aug 2011

  Summer Months Only• I worked first as a specialist in the horseback riding department, the second managing the department. Both of these roles entailed responsibility for the safety of all children in my care, including emergency procedures, and the calm application of first aid.• The role required working in a high-pressure environment with individuals that are often uncooperative. • To a high standard, and in a short timescale, I successfully obtained a qualification enabling me to undertake more advanced work and to a higher standard.



The University of Huddersfield

• United Kingdom
• Higher Education
• 700 & Above Employee

• Student Support Worker

  • Oct 2010 - Jun 2011

  • I was a support worker for students with disabilities which involved showing compassion and discretion at appropriate times.• This required good time management skills, organisation and planning.