Bio
Experience
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MPowered Mortgages
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South West and South Wales
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Key Account Manager
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Nov 2021 - Present
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South West and South Wales
Key Account Manager at MPowered Mortgages 🦸️ | Changing the way mortgage intermediaries do business across the South West and South Wales 🤝
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Relationship Manager
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Oct 2017 - Nov 2021
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MortgageGym
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Gloucester, United Kingdom
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Digital Community Manager
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Sep 2017 - Oct 2017
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Gloucester, United Kingdom
At MortgageGym, the world’s first digital mortgage community, we instantly matches the customer’s credit file with mortgages from many lenders and then checks that the customer can afford the mortgage. I am responsible for brokers in our digital community from within the South West and Wales region. Please get in touch for further information in how to become part of our digital community of brokers.
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The Mortgage Lender (TML)
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Midlands and South West
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Key Account Manager
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Oct 2016 - Sep 2017
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Midlands and South West
The Mortgage Lender (TML) is a new challenger lender based in Glasgow that entered the UK mortgage market in 2016.TML will operate via the intermediary market and has been founded and run by an experienced and proven team with a successful track record of entrepreneurial growth in a regulated environment.
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United Kingdom
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Banking
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700 & Above Employee
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Business Development Manager - Intermediary Channel
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Feb 2015 - Oct 2016
• Delivering exceptionally high standards of service through "expert to expert" consultative business development to drive sales and maximise business potential. • Actively create and manage productive working relationships through developing and maintaining knowledge and understanding of intermediaries’ own business, markets they operate in, the local market and their future plans in order to add value to their business.• Interpret and utilise Management Information and use as a basis for sales activity to deliver results.• Strong product, policy and operational knowledge, along with an in-depth understanding of End to End journey within TSB to ensure the Intermediary and Customer reach completion as efficiently as possible.
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Senior Business Support Assistant - Intermediary Channel
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Feb 2015 - Jun 2016
• Delivering exceptionally high standards of service, ensuring efficient and positive outcomes are obtained for each intermediary who calls, where possible by analysing and identifying the issue the caller was facing, and advising of the best course of action thus gaining a deep understanding of the system and how it operates ensuring a right first time, every time ethos.• Refine working practices as appropriate and I am accountable for ensuring that incidents are resolved effectively and efficiently, as well as Identifying issues and highlighting new ideas/process enhancements to solve issues before they became more significant.• Communicate to key internal and external stakeholders around system issues to ensure the impact is proactively managed.• Trained and removed points of failure within the wider team to remove the dependencies on other stakeholders and create contingency for service within TSB.
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Telephony Support and Change Manager
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Jul 2013 - Feb 2015
• Responsible for the external and internal telephony infrastructure for six operational area’s across five sites across the UK for Verde and post separation as TSB.• Gathered requirements, documented, planned, tested, and gained sign off for delivering project and “business as usual” changes, which was implemented with a “right first time” ethos.• Managed relationships through my excellent people skills with key senior stakeholders ensuring understandings, expectations and reality were defined as well as being realistic around cost, delivery, timescales and what can actually be delivered.• Proactively communicated to the supported business units in regards to what the team and I were responsible for delivering, how we operated and how we supported the business to ensure they got the most out of the relationship. • Managed, coached and developed three team members to ensure work was delivered on time, as well as ensured that high standards of service that internal stakeholders expected were exceeded.
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United Kingdom
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Financial Services
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700 & Above Employee
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Financial Planning Analyst (Mortgages) - Verde Financial Planning and Forecasting
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Jun 2011 - Jul 2013
• I challenged myself to learn a completely new role, outside my comfort zone and where my strengths were. I was responsible for planning, creating, analysing and forecasting for the next five years plan for Verde/TSB on new mortgage business volumes and values that the sales channels would be targeted on.• Presented and communicated complex and intricate financial presentations into everyday language to Stakeholders including director level audiences order to gain understanding, buy in and sign off to enable submission to the Co-op.
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Retention Team Manager - Telephone and Internet Sales
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Mar 2010 - Jun 2011
• Created a brand new retention department within Lloyds and built a philosophy and environment to produce a positive, productive and performing sales/retention team that delivered high standards of service to our customers on a daily basis.• Senior Team Manager that managed a team which consisted of ten telephony agents that exceeded targets for further lending, product transfer along with cross-sales to General Insurance and Life Cover. • Managed and communicated complex management information in easy to understand language to Stakeholders from Compliance, Risk, Operations, Processing and Change business units on behalf of my team and department.
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1 - 100 Employee
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Business Development Manager - Intermediary Channel
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Oct 2008 - Mar 2010
• The primary point of contact representing the company for over 1000 stakeholders from the intermediary channel for all new business cases queries over the phone and face to face. This helped me gain my in-depth policy knowledge and ensure the correct response to challenging questions in the intermediary environment were provided, as well as honing my excellent people skills• Responsible for making pro-active outbound calls, as well as handling inbound calls to increase volume and value of business placed with Cheltenham and Gloucester and Scottish Widows. By establishing and maintaining excellent relationships with key customers by building relationships based on honest communications to build trustworthy relationships and not just looking to close the sale.
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Mortgage Coordinator - Telephone and Internet Sales
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Jan 2006 - Oct 2008
• Front line telephone agent offering regulated mortgages and insurances to customers, managing a portfolio of mortgage applications from application to offer and the offer to completion. • Gained an in-grained and in-depth knowledge of Policy, Products, Processes, System and the entire End to End customer journey through case managing applications within my pipeline.
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THE BREEZE RADIO LIMITED
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Cheltenham
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New Business Development Manager
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Apr 2005 - Jan 2006
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Cheltenham
• Face to face New and existing business development manager that achieved monthly value (£) targets for advertising placed with the radio station.
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The Gloucester Citizen Newspaper
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Gloucester, United Kingdom
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Advertising Sales Representative
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Oct 1998 - Jul 1999
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Gloucester, United Kingdom
• Cold calling telephone agent that canvassed solely new to paper advertising sales. Regularly achieve fortnightly value (£) and volume (whole page) targets in an extremely harsh working environment.
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Education
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The London Institute of Banking & Finance
CeMAP -
St. Peters High School, Gloucester
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University of the West of England
BSC Hons, Sports Conditioning and Coaching
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