UK mortgage advisor

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Serial No: 10204

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Skills keywords: customer service, insurance advice, mortgage advice., sales, team managemant

Short Bio:

A highly driven individual; with a proven track record in FCA regulated sales, new and existing business development and meeting and exceeding targets by utilising exceptional interpersonal and networking skills. Has solid customer focused experience; both internal and external, having successfully progressed from entry to a senior level. Expertise in customer communication, sales and brand optimisation gained throughout differing client facing roles.

Current location:  United Kingdom - View on map

Nationality: BRITISH

Preferred Sector of Employment:  Banking Insurance and Financial Services, accounting and finance

Spoken languages: english, punjabi

Location I am interested in working: Anywhere

CAREER HISTORY

Santander (Formerly Abbey National) Sep 2005 – To Date

Senior Mortgage Advisor

• Support regional advisor team in all aspects of sales process, quality and advice. Team product expert

• Aide senior management by assisting in new pilot schemes to accommodate regulatory changes implemented by the FCA. Help to identify key learning and development points to ensure national role out of changes is smooth and efficient

• Ensure all KPI’s and sales targets are met whilst maintaining accurate paperwork quality

• Currently achieving in excess of 100% to target for 2013. Confirmation available upon request

• Proven track record of achieving both a banked and written target whilst maintaining persistency.

• Identify training and development needs for staff members to increase productivity, ensuring a set development program is followed

• Implementing a set diary management process to ensure optimal output and time management

• Organise inter branch focus days to increase business opportunities

• Provides supervisory duties in the absence of regional mortgage manager

• Draws upon strong working relationships with colleagues, empathising with and providing extra support to new team members

• Ability to remain calm and collected in pressurised situations, resolving complex problems

Santander (Formerly Abbey National) Feb 2003 – Sep 2005

Personal Banking Advisor

• Providing exceptional customer care and product knowledge skills to a wide range of clients.

• Responsible for dealing with clients at all stages of the customer journey from initial enquiry to application; providing satisfactory solutions and resolving queries in a timely manner

• Working closely with branch team to ensure that every opportunity to help our customers make or save money is not only identified but presented to clients in a professional manner

• Ensure all KPI’s and sales targets are met whilst maintaining accurate paperwork quality

• Ensuring development of team members is achieved by providing quality feedback and training

• Branch champion for any new campaigns the company promote. Ensuring branch team have an in house subject matter expert

Santander (Formerly Abbey National) May 2002 – Feb 2003

Customer Service Advisor

• Working as part of a cashier team ensuring an exceptional customer experience is delivered

• Responsible for ensuring accuracy of financial transactions

• Identifying opportunities and needs for customer and informing them of suitable solutions

• Working in a financially high risk area of the business and ensuring all set procedure and protocol are followed

EDUCATION

Great Marlow Secondary School

• GCSE – 7 Grades A to C details available on request

Thomas Cook – 2001

• GNVQ level 2 Travel & Tourism

Santander – 2005

• CeMAP Certification levels 1 to 3