Dawn Welshman Email & Phone Number

Accrington

Key Responsibilities:•Producing and processing project documentation such as workshop reports, minutes and agendas and contributing to documents such as issue logs, risk logs and lessons learned•Following the instructions of a project manager, liaising with service providers to secure resource for the project•Monitoring and reporting costs. Checking systems for charges received and comparing these to the charges expected in the project plan

Skipton

Worked on the MMR project to ensure the correct controls and procedures were in place for 26th April. I completed the design and delivery of Advice Refresher Training to the newly appointed Mortgage Advisers and Quality Assurance Associates.Previous to the MMR Project I was an SME on the Origination Project designing call scripts, user guides, sales processes and advised mortgage training material for telephone based origination purposes

Manchester, United Kingdom

Worked as a Training and Development Manager carrying out the training and supervision of regulated mortgage and insurance sales. The role also included the coaching and development of staff to maintain competence and ensure that the TCF values were delivered and adhered to

Manchester/Altrincham/Oldham

Branch Manager – Oldham 2000-2002 & Area Manager, Manchester and Altrincham 2004-2007Whilst managing Branches my role also included:o Mortgage Adviser – advising and selling from the Skipton product range (pre and post regulation)o Mortgage underwritingo Financial Adviser – advising and selling Aviva (previously GA/CGU/NU) Investment Bonds and Protection productso Sales Management – responsible for ensuring branch targets are achieved o Staff Management – managing a team… Show more Branch Manager – Oldham 2000-2002 & Area Manager, Manchester and Altrincham 2004-2007Whilst managing Branches my role also included:o Mortgage Adviser – advising and selling from the Skipton product range (pre and post regulation)o Mortgage underwritingo Financial Adviser – advising and selling Aviva (previously GA/CGU/NU) Investment Bonds and Protection productso Sales Management – responsible for ensuring branch targets are achieved o Staff Management – managing a team of 10 staff over 2 Brancheso Distance Management – managing Branch Managers in 2 Branches o Audit – ensure Branch procedures are adhered to as per the Societies standards Show less

Business Studies Course, Business Studies

Gce Level Education