Group New Business Director (Mortgage Services)

• Oct 2023 - Present

Financial Services Director (Consultant)

• May 2023 - Oct 2023

Mortgage Services Development, Growth & Support

• Mar 2022 - May 2023

Supported the development and creation of Purplebricks Financial Services, establishing an end to end mortgage business from a cold start. Also managed the recruitment, onboarding and ongoing support of mortgage and protection advisers whilst building/ maintaining relationships with AR partners and the wider network. Supported the development and creation of Purplebricks Financial Services, establishing an end to end mortgage business from a cold start. Also managed the recruitment, onboarding and ongoing support of mortgage and protection advisers whilst building/ maintaining relationships with AR partners and the wider network.

Divisional Mortgage Services Director

• Jul 2017 - Oct 2021

In this role, I spearhead the mortgage consultants and the mortgage services sales managers team in developing business plans and collaborate with the Group Northern Operations Director/ Divisional Managing Director and Group Mortgage Services Managing Director to ensure strategic objectives are attained. Some key achievements in this role include: • Contributing to the professional development of consultants by utilizing the customer's viewpoint as a training tool, which resulted… Show more In this role, I spearhead the mortgage consultants and the mortgage services sales managers team in developing business plans and collaborate with the Group Northern Operations Director/ Divisional Managing Director and Group Mortgage Services Managing Director to ensure strategic objectives are attained. Some key achievements in this role include: • Contributing to the professional development of consultants by utilizing the customer's viewpoint as a training tool, which resulted in business growth and numerous promotions. • Advancing the divisional case size (value) by implementing broad customer solutions. • Enhancing the business's income which generated higher earnings for the sales team through better customer outcomes and team development. Show less In this role, I spearhead the mortgage consultants and the mortgage services sales managers team in developing business plans and collaborate with the Group Northern Operations Director/ Divisional Managing Director and Group Mortgage Services Managing Director to ensure strategic objectives are attained. Some key achievements in this role include: • Contributing to the professional development of consultants by utilizing the customer's viewpoint as a training tool, which resulted… Show more In this role, I spearhead the mortgage consultants and the mortgage services sales managers team in developing business plans and collaborate with the Group Northern Operations Director/ Divisional Managing Director and Group Mortgage Services Managing Director to ensure strategic objectives are attained. Some key achievements in this role include: • Contributing to the professional development of consultants by utilizing the customer's viewpoint as a training tool, which resulted in business growth and numerous promotions. • Advancing the divisional case size (value) by implementing broad customer solutions. • Enhancing the business's income which generated higher earnings for the sales team through better customer outcomes and team development. Show less

Area Director

• Nov 2015 - Jul 2017

In this role, I engaged with the regional team to heighten regional performance and ensured strategic objectives and customer service excellence were aligned when leading the retail branch managers. Some key achievements in this role include: • Introducing an alternative growth solution for branch leadership teams by focusing on customer interaction. • Developing a local academy which provided leadership succession planning. In this role, I engaged with the regional team to heighten regional performance and ensured strategic objectives and customer service excellence were aligned when leading the retail branch managers. Some key achievements in this role include: • Introducing an alternative growth solution for branch leadership teams by focusing on customer interaction. • Developing a local academy which provided leadership succession planning.

Mortgage Services Director

• Oct 2014 - Oct 2015

In this role, I headed the expansion of the mortgage services arm by formulating strategies to achieve commercial success and assessed the implementation of regulatory requirements, in addition to evolving the working culture of the team to rely on a customer centric approach. Some key achievements in this role include: • Initiating the completion of numerous mortgage cases with increased value. • Resolving compliance and trade issues encouraging focus on customer journeys. In this role, I headed the expansion of the mortgage services arm by formulating strategies to achieve commercial success and assessed the implementation of regulatory requirements, in addition to evolving the working culture of the team to rely on a customer centric approach. Some key achievements in this role include: • Initiating the completion of numerous mortgage cases with increased value. • Resolving compliance and trade issues encouraging focus on customer journeys.

Regional Business Manager (Relationship Banking)

• Dec 2011 - Oct 2014

In this role, I superintended business development for four regions, and guided 30 business managers in various branches to achieve sales targets. Some key achievements in this role include: • Engendering business improvements through effective relationship management with branch managers, area director teams, and regional leadership. • Analysing markets and consumer trends, resulting in successful new product opportunities and lines. In this role, I superintended business development for four regions, and guided 30 business managers in various branches to achieve sales targets. Some key achievements in this role include: • Engendering business improvements through effective relationship management with branch managers, area director teams, and regional leadership. • Analysing markets and consumer trends, resulting in successful new product opportunities and lines.

Regional Performance Manager (Business banking)

• Jun 2010 - Dec 2011

Worked closely with Area and Regional Business managers to motivate them to drive business and performance along with enhanced customer experience. Held regional business meets to propagate sales and strategic plans and budgets in order to ensure adequate layout of company expectations. Pro-actively disseminated information related to market and product analysis and exhibited comparison with company peers. Worked closely with national business team and ensured implementation of national… Show more Worked closely with Area and Regional Business managers to motivate them to drive business and performance along with enhanced customer experience. Held regional business meets to propagate sales and strategic plans and budgets in order to ensure adequate layout of company expectations. Pro-actively disseminated information related to market and product analysis and exhibited comparison with company peers. Worked closely with national business team and ensured implementation of national initiatives towards business performance.

Local Business Area Manager

• Jun 2006 - Jun 2010

Responsible for pitching and cross-selling the bank’s wide suite of core banking products and allied solutions. Ensured highest emphasis on customer satisfaction through delivery of world-class banking services. Committed towards updating the team’s knowledge database through active participation in seminars and events. Instrumental in the smooth transition, training, and new processes orientation of colleagues from Corporate banks to the Barclays business. Carried out workforce… Show more Responsible for pitching and cross-selling the bank’s wide suite of core banking products and allied solutions. Ensured highest emphasis on customer satisfaction through delivery of world-class banking services. Committed towards updating the team’s knowledge database through active participation in seminars and events. Instrumental in the smooth transition, training, and new processes orientation of colleagues from Corporate banks to the Barclays business. Carried out workforce optimisation by creating a ‘subs’ bench of pre-screened managers in waiting through on-going recruitment. Widely acknowledged for creating a culture of a flatter team structure that led to sharing of organisational goals and success parameters.

Mortgages Direct Sales and Support Manager

• Jan 2005 - Jun 2006

Directly reported to the Northern operations Director, and successfully implemented fully automated sales progression process aimed at administering and progressing the mortgage and insurance applications for the entire mortgage sales team Designed and implemented a fully automated customer relationship management strategy and process, further enhancing it to reduce the issues of lapses and claw backs Committed to attract new mortgage applications through effective relationship building… Show more Directly reported to the Northern operations Director, and successfully implemented fully automated sales progression process aimed at administering and progressing the mortgage and insurance applications for the entire mortgage sales team Designed and implemented a fully automated customer relationship management strategy and process, further enhancing it to reduce the issues of lapses and claw backs Committed to attract new mortgage applications through effective relationship building and networking especially with real estate agencies Ensured proper mortgage loan documentation and monitored timely collection and loan closing Effectively set out mortgage loan operational standards by disseminating loan information during annual plans and reviews, ensuring quality of loans and customer service standards

Regional Manager (Mortgages) / Contact Centre Manager

• May 2003 - Dec 2005

Solely responsible for flawless implementation of a telesales process including recruitment and training of the staff. Periodic monitoring of random calls to judge and improve quality, minimise errors and track performance. Continuous liaison with supervisors, team leaders ,and other stakeholders to identify key problems areas and fix issues.

Financial Consultant

• Jan 2002 - May 2003