Foyez Ali
Independent Mortgage Advisor at Dupree and Co- Claim this Profile
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English Native or bilingual proficiency
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Bengali Native or bilingual proficiency
Topline Score
Bio
Credentials
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CF6: Mortgage advice
CII PartnersJul, 2017- Nov, 2024 -
CF1: UK Financial Services, Regulations & Ethics
CII PartnersAug, 2016- Nov, 2024 -
Level 2 NVQ Providing Financial Services
-May, 2015- Nov, 2024
Experience
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Dupree and Co
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Mortgage Advisor
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Apr 2015 - Present
Since starting at Dupree I have gained a keen interest within Mortgages. I originally started as a case manager where I dealt with 8 brokers and managed their application once submitted. My duties would be: • Chasing lenders for updates • Data input • Updating clients and builder with case progression • Helping brokers with mortgage and help to buy applications • Monthly director reports • Training new staff After passing CF1 and CF6 I have been promoted to a trainee Financial advisor position and I now deal with remortgages, qualifying potential clients, and also look in to insurances for existing clients who are in the process of purchasing a property. Show less
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TSB Bank
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Gloucestershire
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Fraud Investigator
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Sep 2013 - Jun 2014
Contact customers by telephone and letter to notify them about suspicious activity. Identify multiple types of fraud on an account. Block cardholder account where fraudulent activity is suspected and follow any formal reporting process to ensure the client is aware. Action requests from our client to unblock accounts where necessary. Report accounts with card requests, pin recorders, address changes and picture changes to the client. Administration, back office work and handling/processing customer refunds, credits and debits. Hand over cases which require on-location visits, statements attendance at court and liaison with police to the client. Provide continuous information and a strong level of communication to the clients Data Analytics and Risk Policy group. Establish both oral and written communication with relevant parties i.e. customer, client, and the client. Has the ability to handle investigations that are complex and routine: refers only the most difficult issues to senior staff. Develops and applies complex skills in procedures, processes and techniques appropriate for this position. Maintains and exceeds acceptable level of productivity, measured by the number of cases and amount recovered. Provide clear and constructive feedback to lever performance and service delivery for the team. Take responsibility for the fraud detection and warning process through the use of TS2, Tandem and Cardguard systems. Keep updated on Fraud policies and strategies. Remains up to date of all chargeback processes and applicable laws on card fraud Show less
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Double Two
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Gloucester, United Kingdom
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Sales Assistant
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Sep 2012 - Oct 2013
Since I have started this job I believe I have gained and strengthened my personal skills. For example my time keeping skills have improved. I am in full time education so have had to ensure that I am on top of my coursework so I can balance the workload from my two part time jobs. Within this company my duties are to help customers with their purchases however I also help out with marketing certain products or special offers when the company has any on. For example, suggesting ideas on where to put the new stock to make it appealing to the customer; or how to advertise new products in the shop window. I try my best to get customers to buy our promotional stock which benefits the customer as well as the business. I also help out with cleaning and tidying the shop. Show less
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Cornhill HR
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Cheltenham, United Kingdom
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HR Systems Administrator
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Jun 2013 - Sep 2013
Within this role I am required to support the HR Systems Manager in managing the HR database activities of all Cornhill HR and Charity HR's portfolio of clients; Including creating new client set-up project plans and managing these through to completion. Within this role I am required to support the HR Systems Manager in managing the HR database activities of all Cornhill HR and Charity HR's portfolio of clients; Including creating new client set-up project plans and managing these through to completion.
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Education
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2011 - 2013
Cirencester college
Level 3 Extended Business Diploma, International Business -
2006 - 2011
Severn Vale School
Community
