Rabeita Kalsi

Mortgage Consultant at Grange Mortgage & Protection Services Limited
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Contact Information
Location
United Kingdom, UK

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Consultant
      • Mar 2023 - Present

      United Kingdom

    • Financial Services Consultant
      • Sep 2022 - Mar 2023

      Leicester, England, United Kingdom Working as part of a larger team within a broker firm, to provide clients with professional, knowledgeable advice and guidance on mortgage and protection to suit their needs. Taking Lead advisor for 15 estate agency firms across the UK, building effective relationships to support their clients. Proactively managing customer applications from submission to lender, to completion. During this time I manage the updates from lenders, surveyors and conveyancers to ensure the house buying… Show more Working as part of a larger team within a broker firm, to provide clients with professional, knowledgeable advice and guidance on mortgage and protection to suit their needs. Taking Lead advisor for 15 estate agency firms across the UK, building effective relationships to support their clients. Proactively managing customer applications from submission to lender, to completion. During this time I manage the updates from lenders, surveyors and conveyancers to ensure the house buying process runs smoothly. With over 70 lenders on panel, I work closely with the business development managers for lenders to understand their proposition through team meetings and one to one calls to support with the expertise and knowledge of placing clients with the right lenders. Show less

    • United Kingdom
    • Financial Services
    • Mortgage Broker
      • May 2021 - Aug 2022

      Leicester, England, United Kingdom Fully qualified self employed mortgage broker with over 15 years experience in the financial industry. Set up Landscape Mortgages in 2021. I aim to arrange the most suitable mortgage based on each clients’ individual needs and circumstances.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Mortgage and Protection Advisor
      • Feb 2014 - May 2021

    • Retail Branch Manager for HSBC
      • Sep 2010 - Feb 2014

    • Management Trainee
      • Jan 2007 - Sep 2010

Education

  • Lancaster University
    Bachelor of Arts - BA, Organisation, Work and Technology
  • Chartered Insurance Institute
    Cert CII (MP), Institute of Financial Services, CF1, CF6, R05

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