Lisa Monet CeMAP

Valuations Co-ordinator/Asset Management at West One Loans
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Contact Information
us****@****om
(386) 825-5501
Location
United Kingdom, GB

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Valuations Co-ordinator/Asset Management
      • Sep 2019 - Present

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Compliance Administrator
      • Sep 2016 - Sep 2019

      • Daily reporting to management• Detailed QA file checks on every residential and bridging/commercial deal that has been underwritten and sold to ensure a high standard of compliance in line with regulations and Treating Customers Fairly/Fair Customer Outcome• Delivering daily feedback to advisers regarding discrepancies, identifying trends and arranging relevant training• Updating individual training and competency files and providing a monthly analysis to management• Ensuring complaints are dealt with as per DISP and recorded correctly• Preparing contracts and completing due diligence checks for new introducers• Listening to fact find and sell calls to ensure that high levels of competency are maintained• Completing customer care calls where negative feedback has been given on customer questionnaires• Assisted with the implementation of a compliance related bonus structure

    • United States
    • Financial Services
    • 700 & Above Employee
    • Collections Manager/Senior Underwriter
      • Jul 1998 - Sep 2016

Education

  • Bushey Hall School
    Business Studies
    1989 - 1996

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