Experience

Enra Specialist Finance
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Primary Servicing Account Manager

  • Jul 2018 - Present

Saffron Building Society
• United Kingdom
• Financial Services
• 100 - 200 Employee
• Senior Mortgage Advisor

  • Jul 2015 - Jul 2018

Countrywide
• United Kingdom
• Real Estate
• 700 & Above Employee
• Mortgage Advisor

  • Aug 2012 - Jul 2015


Banco Santander

• Argentina
• Banking
• 1 - 100 Employee

• Customer Manager

  • Aug 2010 - Aug 2012

  •Managing a portfolio of up to 45 Commercial Mortgage cases, with values ranging from £25,000 to £1,000,000, through the legal process between accepted offer and completion of the mortgage. •Duties include liaising with brokers and applicants to clear mortgage conditions plus extensive work with solicitors to ensure that all of the legal conditions, put in place to ensure the bank’s interests are protected, are satisfied. •Complied variation credit applications for submission to… Show more •Managing a portfolio of up to 45 Commercial Mortgage cases, with values ranging from £25,000 to £1,000,000, through the legal process between accepted offer and completion of the mortgage. •Duties include liaising with brokers and applicants to clear mortgage conditions plus extensive work with solicitors to ensure that all of the legal conditions, put in place to ensure the bank’s interests are protected, are satisfied. •Complied variation credit applications for submission to Risk Team, liaised with New Business and Risk Management Team to facilitate changes to mortgage agreements. •Frequently achieved the month’s fastest completion within the Pipeline Legal Team; In January attained the fastest turnaround from offer accepted to completion for 2011 with a 7 day payout. •Regularly exceeded payout targets; overall payout for time in the Pipeline team was 148% of target. •Built strong working relationships with applicants, solicitors, surveyors and keys brokers who specifically requested that only I deal with their cases. •Extensive experience dealing with KYB, KYC, Anti Money Laundering, Anti Fraud and in-house regulatory procedures.

• Customer Adviser

  • Jun 2007 - Aug 2010

  •This challenging and varied role involved assessing new applicants, completing various searches and assisting underwriters to capture all information essential to the application process. •Enjoyed the fast paced sales environment that gave me invaluable experience selling a wide range of Santander products including business accounts, reserve accounts and insurance. •Championed new fraud prevention system and trained the entire sales team on the new fraud prevention… Show more •This challenging and varied role involved assessing new applicants, completing various searches and assisting underwriters to capture all information essential to the application process. •Enjoyed the fast paced sales environment that gave me invaluable experience selling a wide range of Santander products including business accounts, reserve accounts and insurance. •Championed new fraud prevention system and trained the entire sales team on the new fraud prevention measures. •Designed and maintained the system for monitoring departmental timescales leading to an improved quality of service and a reduced turnaround time from receipt of new application to agreement in principle. •Successfully demonstrated ability to adapt to different roles with a willingness to push outside of my comfort zones by underwriting variations when the team were understaffed. •Experience underwriting post completion variations including assessing business surveys, analysing accounts, calculating affordability and submitting to the Risk Management Team for approval.

• Customer Administrator

  • Jul 2006 - Jun 2007

  •Responsible for the daily finance input and balancing of all funds in and out of commercial mortgages. •Progressed from data input to complex financial reconciliations. •Targeted on reducing reconciliations, between November 2006 and July 2007 I reduced un-reconciled payments by 94% in value and 88% in volume. •Spearheaded improved process for continued management and reduction in future reconciliation issues. •Demonstrated capability to handle large solo projects… Show more •Responsible for the daily finance input and balancing of all funds in and out of commercial mortgages. •Progressed from data input to complex financial reconciliations. •Targeted on reducing reconciliations, between November 2006 and July 2007 I reduced un-reconciled payments by 94% in value and 88% in volume. •Spearheaded improved process for continued management and reduction in future reconciliation issues. •Demonstrated capability to handle large solo projects with the successful reduction of un-reconciled payments. •Huge satisfaction to showcase my initiative and solution finding ability by implementing a new process that would ensure an end to future reconciliation issues within the finance team.