Experience

Tenet Group

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Learning and Development Coach and content creator

  • May 2022 - Present

  Deliver and assess Mortgage and Protection Courses. Design new course content for M&P, Equity Release and various other financial subject matter. Deliver and assess Mortgage and Protection Courses. Design new course content for M&P, Equity Release and various other financial subject matter.



Age Partnership

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Compliance Officer

  • Aug 2021 - Apr 2022

  Responsible for compliance monitoring within the mortgage team. Redesigned the Fact Find, Presentation and File Standards, and a new look Suitability Report for advisers, so as to be more personalised to clients. Responsible for compliance monitoring within the mortgage team. Redesigned the Fact Find, Presentation and File Standards, and a new look Suitability Report for advisers, so as to be more personalised to clients.



Self-employed

• South Africa

• Property Developer

  • Apr 2017 - Jul 2021

  Bought a run down small holding in South Africa and completely restored the main farm house and cottage. Built a new log cabin within the grounds. All properties were successfully rented out until sold in June 2021. Bought a run down small holding in South Africa and completely restored the main farm house and cottage. Built a new log cabin within the grounds. All properties were successfully rented out until sold in June 2021.



Bank of Ireland

• Ireland
• Banking
• 700 & Above Employee

• Mortgage Advisor and Quality Assurance Consultant

  • Jan 2015 - Apr 2017

  Responsibilities & Achievements Maintained up-to-date understanding of market trends and developments to offer best possible customer advice. Built outstanding relationships with clients through bespoke care and advice, communicated clearly and effectively. Assessed clients' financial situations, preparing readiness for mortgage application from fact gathering to mortgage application Assessed financial strength and credit-worthiness of clients, evaluating individual criteria, such as affordability, to determine the most appropriate product. Regarding compliance officer, checked mortgage broker advice to ensure the correct advice was given, and advice in documentation was compliant. I also gave advisers feedback, and coached them to achieve a high percentage of pass grades. I was also asked to assist in recruitment of new employees at Bank of Ireland.



Expolink Europe Ltd

• Chippenham

• Team Leader

  • Jan 2012 - Jan 2015

  Responsibilities & Achievements Effectively handled complex customer complaints, liaising with management and suppliers to provide prompt resolution. Trained new consultants in product knowledge and to use software. Led a team of 20 telephone consultants to manage client expectations and to consistently meet agency targets. Evaluated employee performance on a monthly basis and conveyed constructive feedback to improve skills. Improved staffing during busy periods by creating employee schedules and monitoring call-outs. Maintained professional demeanour by staying calm when addressing unhappy or angry customers.



FXmortgages

• Chippenham

• Mortgage Broker

  • May 2010 - Jan 2012

  Responsibilities & Achievements Maintained up-to-date understanding of market trends and developments to offer best possible customer advice. Built outstanding relationships with clients through bespoke care and advice, communicated clearly and effectively. Assessed clients' financial situations, preparing readiness for mortgage application from fact gathering to mortgage application Assessed financial strength and credit-worthiness of clients, evaluating individual criteria, such as affordability, to determine the most appropriate product. Maintained exceptional relationships with lenders and estate agents, aiding smooth-running property purchase proceedings. Provided additional advice and guidance on and related financial products, including buildings cover and life insurance.



Connells

• United Kingdom
• Real Estate
• 700 & Above Employee

• Mortgage Advisor

  • Jan 2008 - May 2010

  Responsibilities & Achievements Maintained up-to-date understanding of market trends and developments to offer best possible customer advice. Built outstanding relationships with clients through bespoke care and advice, communicated clearly and effectively. Assessed clients' financial situations, preparing readiness for mortgage application from fact gathering to mortgage application Assessed financial strength and credit-worthiness of clients, evaluating individual criteria, such as affordability, to determine the most appropriate product. Maintained exceptional relationships with lenders and estate agents, aiding smooth-running property purchase proceedings. Provided additional advice and guidance on and related financial products, including buildings cover and life insurance.