Mortgage Expert Team Lead

• Oct 2022 - Present

Mortgage Expert & Mentor

• Jun 2022 - Oct 2022

Mortgage Expert

• Feb 2022 - Jun 2022

Haysto is an online mortgage broker for those who don’t fit the traditional applicant mould. We're here for the ones who fall through the cracks. The individuals, the mavericks, and the complicated. A digital first brokerage, our platform has been designed from the ground-up and is the only end-to-end platform for the specialist mortgage market. Mortgage, conveyancing and insurance all in one place with real-time updates, seamless document management and ID verification. A hassle-free, time saving and empowering solution for those who need it most. Show less

Mortgage & Protection Specialist

• Feb 2021 - Feb 2022

- Providing mortgage advice in a timely manner to ensure our customers achieve their goal of moving home or remortgaging onto a better rate. - Liasing with our new build lead providers to ensure a seamless process and that our clients exchange within the required timescales. - Working with customers to ensure they are adequately protected through a range of life insurance options. - Providing mortgage advice in a timely manner to ensure our customers achieve their goal of moving home or remortgaging onto a better rate. - Liasing with our new build lead providers to ensure a seamless process and that our clients exchange within the required timescales. - Working with customers to ensure they are adequately protected through a range of life insurance options.

Mortgage and Protection Adviser

• Jul 2019 - Feb 2021

- Providing mortgage and protection advice to our customer base. - Managing our pipeline of customers and seeing the customer journey through from initial meeting through to completion. - Coaching and motivating our team of lead providers to help generate quality leads. - Providing mortgage and protection advice to our customer base. - Managing our pipeline of customers and seeing the customer journey through from initial meeting through to completion. - Coaching and motivating our team of lead providers to help generate quality leads.

Financial Consultant

• May 2018 - Jul 2019

- Helping our customer base across a range of different mortgage transactions. - Supporting our customer base by exploring their protection needs and protecting them according to their personal circumstances. - Coaching and motivating our team of estate agents to help generate quality leads. - Helping our customer base across a range of different mortgage transactions. - Supporting our customer base by exploring their protection needs and protecting them according to their personal circumstances. - Coaching and motivating our team of estate agents to help generate quality leads.

Direct Mortgage Advisor

• Feb 2016 - May 2018

- I ensure that the customer achieves their mortgage goal in a compliant manner in line with the requirements set by the FCA and IAR. - Change is also a constant feature of the role, which has resulted in me implementing new policies into the way I work and re-evaluate the way I approach my work in line with the ever changing business needs. - I ensure that others also implement change through coaching and running up skills. - I run weekly team meetings where we look at issues within the business and how they impact our job and our customers journey. - I provide coaching for our lead providers, visit branches and hold conference calls with our stakeholders to increase both the amount and quality of leads that come into our advisors diaries on a regular basis. - Working with both the NatWest and Royal Bank of Scotland brands. Show less

Mortgage and Protection Advisor

• Jul 2015 - Feb 2016

- This role involved me offering advice to our customer base on their mortgage and protection needs, as well as bridging finance. - I ensured open lines of communication and collaboration between all stakeholders including business development managers, underwriters and our customers over a range of challenging cases to ensure the best possible outcome for the customer in a timely manner. - I had to maintain relationships with customers after the original application in order to help them with their other needs such as life insurance and home insurance. Show less

Mortgage Representative

• Apr 2015 - Jul 2015

- I acted as a first port of call for our customer base who were looking to apply for a mortgage and building long lasting relationships with them. - I Provided decisions in principle both face to face and over the phone for our customer base and obtaining the relevant income and identification proofs.- I ascertained the customers circumstances, what is important to them about their future mortgage and relaying this to one of our Mortgage Consultants.- I made sure that at the point of hand off the customer was ready to do an application and the consultant can focus purely on making sure that they give quality advice to the customer. Show less

Personal Banking Manager

• Oct 2013 - Apr 2015

- I provided a great customer experience and increased customer awareness of the banks products to aid a customer with their banking needs.- I coached and developed other team members in order to make sure bank processes were adhered to in a timely and appropriate manner.- Having worked in a range of differing branch sizes, I needed to make myself flexible and adaptable to different staff sizes and customer bases. - I provided a fantastic service so the customer can make the right choice to suit their own individual banking needs.- I ran team meetings on a weekly basis. Show less

Sales Negotiator

• Jun 2012 - Oct 2013

- I Handled all aspects of a house sale. - I was responsible for the advertising and marketing of the property, including but not limited to arranging newspaper adverts and open days. - I liaised with solicitors and both sides of the house purchase throughout the period in which it takes place. - I acquired office admin skills such as booking people in for viewings and appointments, as well as technical photocopying and creating viewing packs. - I worked to tight deadlines and handled sensitive data securely and discreetly. Show less