Lucy Jones

Mortgage and Protection Adviser at Evolution Private Finance Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Llantarnam, Wales, United Kingdom, UK
Languages
  • English -

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Mortgage and Protection Adviser
      • May 2023 - Present

      My role as a mortgage and protection advisor is to give the best advice to my clients and help guide them through a process that can often be stressful. My job is to take the stress out of purchasing or re-mortgaging a property. Whether working with first-time buyers or portfolio landlords, I can help. My role as a mortgage and protection advisor is to give the best advice to my clients and help guide them through a process that can often be stressful. My job is to take the stress out of purchasing or re-mortgaging a property. Whether working with first-time buyers or portfolio landlords, I can help.

    • Financial Services
    • 1 - 100 Employee
    • Mortgage Broker
      • Feb 2023 - May 2023

      Liaising with clients to ascertain their mortgage needs, sourcing products and issuing illustrations. Once clients have accepted the KFI/ESIS I am then submitting decisions in principle followed by full mortgage applications and seeing clients through to the end of the customer journey until complete on their purchases or re-mortgage. Liaising with clients to ascertain their mortgage needs, sourcing products and issuing illustrations. Once clients have accepted the KFI/ESIS I am then submitting decisions in principle followed by full mortgage applications and seeing clients through to the end of the customer journey until complete on their purchases or re-mortgage.

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Finance Administrator
      • Feb 2022 - Aug 2022

      This role consisted of submitting mortgage and protection applications for the advisers, liaising with underwriters, solicitors and estate agents. Updating customers on their current applications and also creating mortgage capacity reports for solicitors in regard to divorce settlements. Preparing suitability reports based on mortgage and protection applications and general admin. This role consisted of submitting mortgage and protection applications for the advisers, liaising with underwriters, solicitors and estate agents. Updating customers on their current applications and also creating mortgage capacity reports for solicitors in regard to divorce settlements. Preparing suitability reports based on mortgage and protection applications and general admin.

  • Taylor Wimpey plc
    • Cardiff, United Kingdom
    • Sales Executive
      • Feb 2015 - Mar 2021

      -Generating new business to the sales area, flyering, social media, local community involvement -Welcoming and registering prospects to the sales office -Negotiating deals with new customers on specific house types -Extensive market research -Keeping the sales area clean and tidy -Database management -Providing knowledge and details to new customer re build program, building industry, NHBC, Working drawings of developments -Sales based inventory -Generating new business to the sales area, flyering, social media, local community involvement -Welcoming and registering prospects to the sales office -Negotiating deals with new customers on specific house types -Extensive market research -Keeping the sales area clean and tidy -Database management -Providing knowledge and details to new customer re build program, building industry, NHBC, Working drawings of developments -Sales based inventory

    • United Kingdom
    • Real Estate
    • 300 - 400 Employee
    • Property Coordinator
      • Nov 2014 - Feb 2015

      - Maintaining and managing a portfolio of 250 rented properties -Liasing with office based lettings agents re new clients -Dealing with Gas safety and Electrical certificates -Managing incoming emergencies and properties and actioning resolutions as quick as possible -Speaking to contractors on a day to day basis in order to maintain good working relationships and ensuring maintenance jobs at properties were being completed in a timely manor - Maintaining and managing a portfolio of 250 rented properties -Liasing with office based lettings agents re new clients -Dealing with Gas safety and Electrical certificates -Managing incoming emergencies and properties and actioning resolutions as quick as possible -Speaking to contractors on a day to day basis in order to maintain good working relationships and ensuring maintenance jobs at properties were being completed in a timely manor

  • Seeh Phinong International Academy
    • Bangkok Metropolitan Area, Thailand
    • ESL teacher
      • Jul 2014 - Oct 2014

      -Lesson Planning for Children on multiple age groups -Teaching Japanese children aged 18months to 6years old English, for an hour a day each -Creating fun and inspiring arts and crafts programs for kids -Lesson Planning for Children on multiple age groups -Teaching Japanese children aged 18months to 6years old English, for an hour a day each -Creating fun and inspiring arts and crafts programs for kids

Education

  • The London Institute of Banking & Finance
    LIBF Level 3- Certificate in Mortgage Advice and Practice, Finance, General
    2022 - 2023
  • Swansea University
    Bachelor of Laws (LL.B.), International Law and Legal Studies
    2010 - 2014
  • The University of New Mexico
    Law and American Studies, American/United States Studies/Civilization
    2012 - 2013

Community

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