Experience

Mortgage Advice Bureau North-Bristol

• Mortgage Team Manager / Mortagge & Protection Adviser

  • Oct 2014 - Present

  Identify potential clients and match their needs with suitable products (mortgages and insurance policies), carrying out relevant checks on customers to ensure there suitability to products and carrying out affordability assessments, managing my own caseload of work to exceed customer expectations as well as chasing up potential problems. Arranging appointments with BDMs to ensure that all Mortgage Propositions are correctly placed. Where necessary liaising with Underwriters to get cases through. Head up team of advisers dealing with day to day case queries , mentoring new recruits and running team meetings.



Lloyds TSB

• Mortgage Adviser

  • Oct 2007 - Oct 2014

  Identify potential clients and match their needs with suitable products (mortgages and insurance policies), carrying out relevant checks on customers to ensure there suitability to products, managing my own caseload of work, to ensure I meet my targets, and exceed customer expectations as well as chasing up potential problems. Arranging appointments. Identify potential clients and match their needs with suitable products (mortgages and insurance policies), carrying out relevant checks on customers to ensure there suitability to products, managing my own caseload of work, to ensure I meet my targets, and exceed customer expectations as well as chasing up potential problems. Arranging appointments.


Taylors Countrywide
• United Kingdom
• Real Estate
• 1 - 100 Employee
• Mortgage Consultant

  • Mar 2004 - Oct 2008

Moda in Pelle
• United Kingdom
• Retail
• 100 - 200 Employee
• Assistant Manager

  • Mar 2003 - Mar 2004