Experience

Principality Building Society

• Financial Services
• 700 & Above Employee

• Mortgage Project Business Support

  • Apr 2017 - Present

  Day to day responsibility for representing the business to set Project direction, confirm solution design, ensure business readiness, successful delivery and embedding of solutions to achieve the committed Customer, Colleague, Financial and Risk outcomes and benefits to time, cost and quality.

• Mortgage Consultant

  • Dec 2013 - Apr 2017



Target Loan Servicing

• Arrears and Recoveries Executive

  • May 2011 - Dec 2013

  My role within Arrears and Recoveries is to provide payment assistance to customers, dealing with their needs competently and compliantly whilst following business policies and procedures.I asses each individual case with the aim to providing the best possible outcome to both the customer and the business. Setting short term payment plans for the customers and following the litigation process of the company where the business is recoverable. My role within Arrears and Recoveries is to provide payment assistance to customers, dealing with their needs competently and compliantly whilst following business policies and procedures.I asses each individual case with the aim to providing the best possible outcome to both the customer and the business. Setting short term payment plans for the customers and following the litigation process of the company where the business is recoverable.



Roberts & Co

• Mortgage Advisor

  • Aug 2010 - Apr 2011

  My role as a whole of market mortgage broker involved me Sourcing mortgages from all mortgage lenders, and a large panel of insurance providers, enabling me to offer the best possible level of service to all clients.As this role was based in an estate agency, I also helped with the day to day running of the office, including accompanying viewings and negotiating sales offers. My role as a whole of market mortgage broker involved me Sourcing mortgages from all mortgage lenders, and a large panel of insurance providers, enabling me to offer the best possible level of service to all clients.As this role was based in an estate agency, I also helped with the day to day running of the office, including accompanying viewings and negotiating sales offers.



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Mortgage Advisor

  • Feb 2006 - Aug 2010

  I started the role as a commercially trained mortgage advisor. Dealing specifically with self employed customers buyingresidential properties and Buy to Lets.I am fully trained to assess every type of business income fromSole traders and partnerships to LTD companies, using Accountants references, accounts and on-line Self Assessments.I then moved to work within the retail department of the bank.Dealing with both commercial and retail customers.I am also fully trained and competent at selling life cover and other general insurance products within Lloyds TSB.