Experience

Crawford Mulholland Financial
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Mortgage Broker

  • Sep 2019 - Present


HM Revenue & Customs

• United Kingdom
• Government Administration
• 700 & Above Employee

• Tax Specialist

  • May 2017 - Sep 2019

  I previously conducted compliance checks to make sure everyone, from multi- national companies to individual citizens are paying the right amount of tax. I did this by reviewing, analysing, interrogating intelligence, customer data, records, and case files, and deciding on the appropriate compliance response. I Provided risk, intelligence, and technical support solutions to teams across HMRC. I directly engaged with various customers and businesses, across a wide range of locations conducting interviews and when appropriate apply penalties. Key requirements for the role: Excellent written and verbal communication skills, attention to detail and tenacity, sound judgement, as I work within the boundaries of legislative and policy driven guidance and capability of working individually and as part of a team to promote a positive and energetic working environment. Show less



Santander Bank, N.A.

• United States
• Banking
• 700 & Above Employee

• Mortgage Advisor

  • Aug 2010 - Feb 2017

  Complete client interviews by appointment and on demand. I delivered professional and credible advice by asking probing questions, gathering information and listening to better understand the client’s needs to ensure I maximised all business opportunities. Through this I built positive and supportive relationships, personalising every engagements to maximise business retention. Key requirements for the role: Know and serve our clients well so we can continually help them make money and save money through specialist knowledge while providing mortgage advice and helping to meet all of our client’s personal financial needs. Show less



Halifax

• Banking
• 700 & Above Employee

• Sales Advisor

  • Oct 2006 - Jun 2010

  Providing information on Loans, Credit Cards, Savings, Bank accounts and keying of sales for the relevant products while aiming to cross sell products that matched the client’s requirements. Working closely with colleagues in the branch and across departments to ensure customers are looked after. Building long lasting relationships with clients that adds value to them and creates loyalty. Key requirements for the role: Excellent listening and communication skills. Delivering outstanding customer experiences to grow customer loyalty. Working as a team to deliver common goals. High level of numeracy, attention to detail and computer literacy. Show less