Experience

Mortgage Advice Bureau - Network Partner, Scotland

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Training and Performance Manager

  • Jan 2022 - Present

  Edinburgh, Scotland, United Kingdom Delivering top class mortgage and protection training solutions across our business. Enhancing the performance of our adviser population across our Edinburgh and Glasgow offices. Also continuing to provide top quality mortgage and protection advice across Scotland and the UK, both on a residential and buy to let basis.

• Mortgage Broker

  • Jul 2020 - Jan 2022

  Edinburgh City, Scotland, United Kingdom Providing top quality mortgage and protection advice to my clients across Scotland and the UK, both on a residential and BTL basis.

• Mortgage Processing Team Manager

  • Apr 2018 - Jul 2020

  Edinburgh, City of Edinburgh, United Kingdom Lead and managed the Mortgage Processing Department within the business. Responsible for 15 staff across two offices, providing top class admin support to our broker network in Scotland.



Learn-2-Progress (FZE)

• Learning Facilitator- Self Employed

  • Jun 2017 - Mar 2018

  Dubai, United Arab Emirates Self-employed training facilitator working in the UAE and Middle East region. My main role was to provide training consultancy services across the MENA region, through the delivery of specific courses as agreed by third party service providers. Also, taught English as a foreign language with a range of students, focusing primarily on Business English. Worked on an associate basis and specialised in: Leadership and management; Coaching and development of staff;… Show more Self-employed training facilitator working in the UAE and Middle East region. My main role was to provide training consultancy services across the MENA region, through the delivery of specific courses as agreed by third party service providers. Also, taught English as a foreign language with a range of students, focusing primarily on Business English. Worked on an associate basis and specialised in: Leadership and management; Coaching and development of staff; Soft skills and empathy; Business writing; Show less



HSBC Retail Banking and Wealth Management

• Advised Mortgages- Manager

  • Jan 2014 - Jun 2017

  Edinburgh, United Kingdom Fully qualified Advised Mortgages Team Manager, working within the professional standards scheme framework in HSBC Edinburgh Contact Centre. Accountable for managing a team of Mortgage Advisers , driving them to provide first class, suitable mortgage advice to HSBC clients, whilst remaining within the key operational parameters, including rigorous regulatory and compliance demands. Nominated and won a place on the Bank’s Sustainability Programme- one of sixty high performing… Show more Fully qualified Advised Mortgages Team Manager, working within the professional standards scheme framework in HSBC Edinburgh Contact Centre. Accountable for managing a team of Mortgage Advisers , driving them to provide first class, suitable mortgage advice to HSBC clients, whilst remaining within the key operational parameters, including rigorous regulatory and compliance demands. Nominated and won a place on the Bank’s Sustainability Programme- one of sixty high performing delegates chosen to attend the four day Earth Watch programme where we worked closely to understand the impact of climate change and what the bank can do to reduce its carbon footprint. Won Team Manager of the year 2015, nominated from HSBC Executive Complaints Team. Hands on approach to providing best in class service to every mortgage client. Recognised by HSBC UK Head of Contact Centres as the Edinburgh nominee, for managing a complex buy to let mortgage quickly and effectively to same day approval. Excellent ability to work under pressure and deliver results in an innovative and proactive fashion- including building our Retentions’ partnership and the work done to improve the volume and quality of mortgage referrals from other areas of the bank. Highly regarded as go to person amongst my peers for advice on attendance issues and how to deal with setting up robust absence plans.

• Mortgages- Team Manager

  • Jan 2011 - Dec 2013

  Edinburgh, United Kingdom Led and motivated a team of up to nine Mortgage Associates to achieve the highest possible standards in terms of service provided and meeting the customer first ethos. Ensured Treating Customers Fairly principles embedded within my teams, through ongoing coaching and development. Initiated team building events, proactively sought out motivational clips to inspire team and coordinated department sport’s day. Proactively built an excellent range of relationships with key… Show more Led and motivated a team of up to nine Mortgage Associates to achieve the highest possible standards in terms of service provided and meeting the customer first ethos. Ensured Treating Customers Fairly principles embedded within my teams, through ongoing coaching and development. Initiated team building events, proactively sought out motivational clips to inspire team and coordinated department sport’s day. Proactively built an excellent range of relationships with key stakeholders and accountable for coordinating cross site conference calls and video conferences. These connections proved vital when it came to managing and resolving escalated customers complaints. Proven ability to manage employee performance and manage issues such as under performance and absence, through implementation of robust personal development plans, improvement plans and attendance action plans. Became the first person in my department to pass the Cert RBCB ‘Winning Trust’ conduct of business qualification.

• Relationship Manager

  • May 2006 - Dec 2010

  Worked within the HSBC Bank Premier Mortgage Team, providing World class mortgage service on a non-advised basis to our highest value clients. Worked closely with our international client base and regularly wrote at least eight million pounds worth of new mortgage business and generated further wealth referrals for these clients. Team player, as well as role model, given extra responsibilities whether it be mentoring new recruits to the team, delivering ad hoc training and being… Show more Worked within the HSBC Bank Premier Mortgage Team, providing World class mortgage service on a non-advised basis to our highest value clients. Worked closely with our international client base and regularly wrote at least eight million pounds worth of new mortgage business and generated further wealth referrals for these clients. Team player, as well as role model, given extra responsibilities whether it be mentoring new recruits to the team, delivering ad hoc training and being the go to person for complex case referrals. I was also one of the shining stars nominated to go to the bank convention in Athens, Greece, hosted by the HSBC Bank Chairman.