carol mitchell

Mortgage Admin and Support at Pembroke Financial Services Ltd - IFA's in Brighton & Shoreham
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Location
UK

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Admin and Support
      • Mar 2022 - Present
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Processor
      • Oct 2021 - May 2022
    • Government Administration
    • 100 - 200 Employee
    • Team Leader
      • Feb 2021 - May 2021

      I effectively created and managed a team of officers to ensure that a maximum household response was received to the first digital Census. Due to Covid this project was constantly evolving in order to ensure that we complied with the latest Government guidelines. With my fellow team leaders we created an area that exceeded all projected returns. I effectively created and managed a team of officers to ensure that a maximum household response was received to the first digital Census. Due to Covid this project was constantly evolving in order to ensure that we complied with the latest Government guidelines. With my fellow team leaders we created an area that exceeded all projected returns.

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Select Relationship Manager
      • Oct 2014 - Dec 2020

      They responsibilities of this role was to build relationships with higher net worth customers to ensure that they had access to the exclusive range of products available to them. Where appropriate refer them to colleagues for enhanced products and services> To be the point of contact for them and maintain regular contact as agreed with the customer. Support and coach colleagues to identify customers who were eligible for the service but not currently benefitting from it.

    • Mortgage Advisor
      • Apr 2010 - Oct 2014

      Provided mortgage advice and arranging insurance products or referring to colleagues for advice dependant upon individual circumstances. Provided coaching and support to colleagues to give them the confidence to discuss their borrowing needs and arrange with the customer a suitable time for me to make contact with them. I also generated my own leads by proactive customer contact and a robust tracking system.

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