Experience

Mount Street

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Senior Associate

  • Mar 2022 - Present

• Associate

  • Aug 2019 - Present



Link Group (LNK)

• Australia
• Financial Services
• 700 & Above Employee

• Structured Finance Analyst

  • Feb 2016 - Aug 2019



Certus

• Completions Executive, Performance Operations and Planning

  • Jan 2011 - Nov 2015

  - Support front facing commercial lending teams in all areas of Portfolio Management- Responsible for Offer Letter implementation, ensuring both security and non-security Conditions Precedent are in place prior to disbursement- Responsible for conducting KYC/AML periodic reviews. Collate and review all AML documents to to ensure compliance with Bank's policies and procedures. Responsible for writing to clients for required documentation and updating trackers. - Support front facing commercial lending teams in all areas of Portfolio Management- Responsible for Offer Letter implementation, ensuring both security and non-security Conditions Precedent are in place prior to disbursement- Responsible for conducting KYC/AML periodic reviews. Collate and review all AML documents to to ensure compliance with Bank's policies and procedures. Responsible for writing to clients for required documentation and updating trackers.



Bank of Scotland

• United Kingdom
• Banking
• 700 & Above Employee

• Project Executive

  • Jan 2008 - Dec 2010

  - Ensured all new accounts set up on correct rate and amended where necessary- Main point of contact for any queries in relation to mortgage banking system- Co-ordinated the due diligence process for project which involved liaising with colleagues in Scotland for document retrieval on a large number of accounts. Then reviewed and managed queries from on-site external auditors-Analysed the calculation of fixed rate breakage fees and developed and implemented a daily process to deal with customer enquiries- Part of team to close down all Halifax Ireland savings and current accounts

• Team Leader

  • Aug 2003 - Jan 2008

  - Led a new team set up to ring fence all Irish mortgage customer service tasks- Ensured all tasks completed within SLA's, collated MI - Implemented training program to ensure all staff multi-skilled- Built and maintained strong working relationships with colleagues in Bank of Scotland Ireland- Responsible for daily reconciliation of Irish mortgage book, ensuring that all payments received allocated- Ensured the preparation of all customer documentation in relation to Customer Retention Team correct and then checked accounts were amended accurately in line with the signed Offer Letter.



Bank of Scotland

• United Kingdom
• Banking
• 700 & Above Employee

• Team Leader

  • Jul 2001 - Aug 2002

  -Managed the Mortgage Repaids team. Ensured all redemption monies were allocated on day of receipt.- Ensured funds repaid mortgage in full before the Release of Security.- Set up a diary system to chase and monitor any shortfalls- Ensured final documentation correct and compliant before discharging the Bank's security.- Provide full training and coaching to team and setting of Personal Objectives- Actively carried out quality assurance checks to ensure Bank policies and procedures adhered to

• Customer Service Officer

  • Sep 1997 - Jun 2001

  -Preparing CHAPS payments for mortgage drawdown funds-Preparing redemption figures-Responsible for preparing Offer Letter documentation for customers wishing to switch rate or repayment method-Handling inbound calls from customers and solicitors