Senior Advisor

• May 2022 - Present

Specialist Mortgage Advisor

• Jan 2018 - May 2022

As a company we pride ourselves on ensuring we are consistent with two simple principles, maintaining our reputation for excellent service and achieving outstanding results for our clients. This sounds like a simple concept, but over the years we have heard of plenty of cases where the customer service provided and results achieved by commercial finance brokers has fallen short. With extensive experience in the industry we understand exactly what our customers expect and have built a business to reflect this. On your initial contact, we discuss your specific requirements and aspirations in depth to ascertain how we can help. With a wealth of experience in the specialist finance sector we understand exactly how to tailor and present your proposal in a format prospective funders will find attractive and understand, thus ensuring the key selling points in your proposition are at the forefront of their minds when it comes to making the decision. This enables us to not only get the deal that's tailored for your needs, but to also get you the funding you need as quickly as possible.Throughout the process, we keep you updated with the deal’s progress. We liaise with all relevant parties to keep them updated and ensure there is no dragging of feet. This allows you to concentrate fully on running your business or focus on your projects while we do all the leg-work to get your funding in place.Key areas of commercial funding that we have unrivalled experience in are:- Development Finance - Bridging Finance - Second Charge Mortgages - Specialist BTL- Commercial Investment Mortgages - Invoice Finance (Factoring and Confidential Discounting)

Specialist Mortgage Advisor

• Apr 2017 - Dec 2017

Specialising in first charge, second charge and equity release products, I am able to give full and comprehensive recommendations to suit every customer. My role with Y3S involves taking enquiries from brokers and processing mortgage applications for their clients. As a Specialist Mortgage Adviser, I underwrite the application, provide advice to the customer on the appropriate term and rate and progress the application to completion by liaising with all third parties involved in the process. In my role here, I regularly overcome obstacles presented to me by working together with colleagues and achieve monthly targets set by the company on a regular basis.

Assessor

• Nov 2015 - Oct 2016

At ACT I managed a portfolio of 50+ learners to help them to complete their NVQ qualification within a set amount of time. My job involved meeting new people and building up a rapport with them to enable us to achieve the desired end result together. Whilst this job was not sales based, we were targeted on a monthly and annual basis on our personal performance. This job allowed me to further my portfolio management, communication and organisational skills whilst gaining an insight into how a different industry works.

Working holiday

• May 2013 - Sep 2015

I returned from a working holiday experience around Asia and Australia in May 2013. I decided to travel before settling down in life and into a new career. I feel the trip has further enhanced me as a person, improving my negotiation, communication and planning/organisational skills. I had many different roles whilst travelling which shows my adaptability and willingness to learn new skills. I returned from a working holiday experience around Asia and Australia in May 2013. I decided to travel before settling down in life and into a new career. I feel the trip has further enhanced me as a person, improving my negotiation, communication and planning/organisational skills. I had many different roles whilst travelling which shows my adaptability and willingness to learn new skills.

Bar Manager

• Dec 2012 - Apr 2013

I worked for a local publican as he started a new venture into the hospitality industry. I worked here after deciding to travel and to help save for my trip around the world. Working here helped further enhance my people and management skills as I was in charge of a small team. I worked for a local publican as he started a new venture into the hospitality industry. I worked here after deciding to travel and to help save for my trip around the world. Working here helped further enhance my people and management skills as I was in charge of a small team.

Mortgage Specialist

• Mar 2006 - Oct 2012

I worked for Barclays for six and a half years in a number of roles including Mortgage Specialist, Retentions Specialist and Customer Services agent for retail banking customers. I started my career with Barclays as a Customer Service Agent and worked my way up through the company to become a Mortgage Specialist. My role was to discuss mortgage options with customers, take the customer through a mortgage interview and up sell insurance options where appropriate. Working to targets, I gained sales experience and learnt how to manage a portfolio of customer to achieve my personal targets and complete their mortgage choices on time. During my time here, I made the decision to study in my spare time to become a fully qualified Mortgage Advisor and attain my CeMAP qualification

Account Manager

• Sep 2005 - Jan 2006

Here, I worked as an accounts manager for Vodafone customers, dealing with everything from customer services, upgrades and new sales. I gained a valuable insight in to the communications sector and also increased my customer services skills. Here, I worked as an accounts manager for Vodafone customers, dealing with everything from customer services, upgrades and new sales. I gained a valuable insight in to the communications sector and also increased my customer services skills.