Experience

DEAL DIRECT FINANCIAL SOLUTIONS LIMITED
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Compliance Manager

  • Sep 2022 - Present

True Solution
• Switzerland
• Business Consulting and Services
• Client Account Manager

  • Apr 2021 - Sep 2022


Contractor Friendly Mortgages

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Mortgage Consultant

  • Sep 2019 - Apr 2021

  Helping Contractors and Self-Employed professionals with expert tailored mortgage advice. Responsibilities included:  Conducting mortgage appointments.  Stakeholder relationship management  Training of new staff, including administrators and consultants.  Research and compiling suitable mortgage products.  Suitability letters for protection, mortgage and general insurance recommendations. Helping Contractors and Self-Employed professionals with expert tailored mortgage advice. Responsibilities included:  Conducting mortgage appointments.  Stakeholder relationship management  Training of new staff, including administrators and consultants.  Research and compiling suitable mortgage products.  Suitability letters for protection, mortgage and general insurance recommendations.



Oakwood Financial

• United States
• Financial Services

• Financial Services Administration Manager

  • Feb 2016 - Sep 2019

  During my time at this company, I worked my way up from administrator to mortgage advisor. A summary of my main responsibilities during my employment are :  Conducting mortgage appointments.  Stakeholder relationship management  Training of new staff, including administrators and consultants.  Research and recommendation of suitable mortgage, protection and general insurance products.  Suitability letters for protection, mortgage and general insurance recommendations.  Diary management.  Business tracking.  Compliance monitoring.  CRM management.  Sales progression.



The Mortgage Works (TMW)

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage Case Handler

  • Aug 2015 - Feb 2016

  My main role at The Mortgage Works was to service existing mortgage clients accounts. The Mortgage Works is the buy to let arm of Nationwide so all enquiries were buy to let related. I was responsible for taking payments, working out calculations and generally assisting clients in areas of their mortgages that they did not understand or maybe found complex. My main role at The Mortgage Works was to service existing mortgage clients accounts. The Mortgage Works is the buy to let arm of Nationwide so all enquiries were buy to let related. I was responsible for taking payments, working out calculations and generally assisting clients in areas of their mortgages that they did not understand or maybe found complex.