Experience

• 

  Castle Trust Bank

  • Savings Associate

    • Oct 2017 - Present

    I am currently working on the savings team within the admin section . My key daily responsibilities are:Ensuring the onboarding process is completed and carrying our certification checks if required . Processing Power of Attorneys and all legal documentation’s relating to savings deposits . Processing transfers in and outs application and dealing with queries that arise . Dealing with letters of authority’s on request from third parties . APS requests and queries from plan managers . Encashments on receipt of grant of probates Coaching members on the team in regard to new processess .

• 

  Rosemount Financial Solutions

  • Basinsgtoke

  • Client Services Manager

    • Mar 2014 - Aug 2017
    • Basinsgtoke

    Working for a Financial network supporting a national team of financial advisors to enabling them to grow their Business . Keying in cases on the intrinsic Xplan system whist ensuring compliance regulations are adhered too. Highlighting any discrepancies to the assigned advisors. Submitting Mortgage &iLife applications to relevant providers and managing the cases through to completion . Managing the General Insurance Desk for Rosemount,producing Household , BTL and commercial quotes and keying on to the relevant providers websites. Keying insurance fact finds on point of Sale system Building relationships with all providers and ensuring up to date products and knowledge is relaid to the sales force. Producing suitability reports for all types of mortgages and life cases. Devising and maintaining a bespoke Data base ensuring future matured mortgages are not missed.

• 

  The Mortgage Monkey Limited

  • Basinsgtoke

  • Administration Manager

    • Mar 2004 - Mar 2014
    • Basinsgtoke

    Supporting Directors for the Mortgage Monkey working under the sesame Network. Duties Responsible for managing mortgage and life applications to completion . Reconciliation of all commission payments and highlighting any discrepancies.Reconciling claw backs from various providers .Updating the Mortgage Monkey website . Solicitor's progression. Sending out welcome packs to clients and updating compliance letters when required.Preparing quotes for Pension and annual reviewsMonitoring leads for advisors and getting involved with the networking meetings. Achievements Supporting the Directors in progressing the company by devising procedures to ensure FCA requirement are met . Training and supporting staff to ensure service standards were upheld . This was a great achievement as the company started from no clients to 10.000 within 4 years .

• 

  CMS UK ltd

  • Basinsgtoke

  • Service Manager

    • Mar 1994 - Mar 2004
    • Basinsgtoke

    1. Responsible for 9 Helpdesk administrators in a Managerial role.2. Daily reconciliation of survey fees received to the centre and highlighting any discrepancies.3. Responsible for drawing company cheques.4. Dealing with HR issues, sickness, disciplinary , promotions and new starts. 5. Responsible for new starters , running a new starter courses.6. Developing Staff in order for them to reach their potential and to achieve corporate targets.Achievements..Received employee of the month on numerous occasions.Maintaining management position through redundancy conditions . Supporting staff and ensuring business was maintained .

• 

  Barclays

  • Basinsgtoke

  • Litigation Manager

    • 1986 - 1994
    • Basinsgtoke

    1. Responsible for 10 senior Litigation clerks .2. Chasing bad debts through court proceedings.3. Representing Barclays Bank by attending court hearings around the UK4. issuing Bankruptcy notices and visiting the companies concerned.5. Writing off bad debts where the cases proved uneconomical to pursue.AchievementsDue to a company fire which destroyed most all of the files. I supported a team to set up a new litigation department which was a great challenge under strenuous conditions.

• 

  Westminister county court

  • Westminster London

  • Court Administrator

    • 1982 - 1986
    • Westminster London

    Assisting the court Judge when sitting in court.Dealing with the general public re court fines.Banking court fines.Writing out court orders in accordance with Judges orders.