Daniel V. Email & Phone Number

Skills and Accomplishments:CeMAP qualified.Received Branch Runner Up of the year 2016.Organized and led a team at a regional “self build exhibition”, which generated over 300 successful leads.Maintained A1 audits throughout my career.Maintained a Green (above 90%) competency risk rating for mortgage and general insurance advice.Seconded to under-achieving offices to develop and motivate staff and improve performance.Engagement Champion, which oversaw the increase in engagement and leadership score for southwest.Key Responsibilities:o Develop and motivate branch colleagues to succeed and deliver branch objectives, including regulated products, net receipts, lending and later life products.o Monitor individual and team performance.o Forward plan activity to maintain a sufficient pipeline in all business areas.o Act as South West Mortgage champion, providing advice and answering complex questions for the area.o Responsible for keeping up to date with mortgage criteria and regulation to assist mortgage consultant with complex queries.o Conduct weekly meeting with mortgage consultant to ensure sufficient business levels in branch.o Conduct monthly 1:1 and Observations to ensure team are compliant.o Act as area engagement champion.

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  Norton Hill School