We are based in the heart of the Cotswolds and provide lifetime lending advice, coaching and support. An experienced adviser that is able to offer solutions on a wide range of mortgages. Anyone that has worked with me knows I excel at providing first class service and tend to specialise in the less straight forward proposals. Personal experience with a parent in long term care with dementia. Genuinely passionate about helping clients achieve financial health.

Cirencester Mortgage Co is based in the heart of the Cotswolds and provides mortgage and lifetime lending advice. An experienced adviser that is able to offer solutions on a wide range of mortgages. Anyone that has worked with me knows I excel at providing first class service and tend to specialise in the less straight forward proposals. I have experience in advising on self employed mortgages, credit repair mortgages and well things that just dont fit in the box.Check out facebook for reviews Cirencester Mortgage CoJulieB@cirencestermortgage.comT: 01285 652221M: 07803 479525

Providing expert and accurate financial advice to customers from all walks of life, to be an ongoing point of contact for any questions and queries and guide customers through the entire mortgage process which is often daunting and complex. Additionally qualified to deal with business customers and established strong relationships with our commercial business advisers to deal with both limited and self employed clients. Comfortable dealing with high net worth clients and also those who fall outside of our lending criteria. Always able to offer solution or way forward.Responsible for underwriting the mortgage offer and all aspects to ensure this is achieved. To include dealing with solicitors, estate agents, internal risk and verification support but largely customer hand holding right through to completion. Able to listen and demonstrate awareness and understanding of a home buyers needs. Develop sales through recommendation and network through commercial and retail colleagues. Excellent motivational skills and strong work ethic demonstrated through personal and team performance combined with direct customer feedback received from external sources and Line manager.

Working in a dynamic and competitive environment where the customer is at the heart of everything we do. Creating strong and valued relationships with new customers and to make our existing customer relationships even better. Leading by example to exceed branch targets and developing, at that time, a new team into a group of individuals who were confident and customer focussed. Contributing towards the branch service and sales targets including cross sales and referrals through needs based selling and deepening customer relationships.Demonstrating the desired standards and behaviours as defined by the banks own internal assessors. To ensure comprehensive knowledge of current financial regulations and procedures. Compliance and risk assessment for all staff to must also be maintained and appropriate coaching in place if falling outside of standards and expectations.

One of the first CBM's in the network as the group was part of the pilot for the project. Responsible for a team of 8 advisers to achieve sales plan and volumes. Weekly 1:1's, daily observations of staff to maintain compliance and best advice given. Also to ensure 'buddy' members exceeded with progression planning in place for 3 staff members. Coaching and developing new starters and junior members of the team. Creating strong and valued relationships with new customers and to make our existing relationships better. Working closely and providing support for the BM in agreeing and delivering sales performance plan whilst ensuring high levels of compliance.

Provided comprehensive financial retail banking advice to a broad range of customers. Successfully exceeded personal sales, cross-sales and quality referral targets, whilst offering excellent customer service displaying genuine interest and empathy to their situation and needs.