Dionne Smith Email & Phone Number

United Kingdom

Grays, England, United Kingdom

Grays, Essex, United Kingdom

Basildon, Essex, United Kingdom

Executive Mortgage & Protection Adviser at Countrywide Mortgage Services

Essex

Essex

Mortgage Consultant, Countrywide Mortgage Services April 2015 -Present Providing an excellent customer focused service by identifying a homebuyers needs, then advising them on relevant mortgage products either face to face via email or the phone. • Comprehensively searching the entire financial market and finding the most suitable mortgage products clients wishing to sell their home or remortgage.• Fact finding, researching references and doing to checks to verify a client’s financial background and circumstances.• Track record in achieving mortgage sales targets.• Able to design tailored financial services and mortgage packages to meet individual needs.• In depth knowledge of and able to advise on life insurance, mortgage protection and home insurance.• Comfortable in dealing with high net worth clients.• Comprehensive knowledge of FSA Guidelines and fully aware of all current financial regulations and procedures.• Ability to follow every lead closely.• Keeping up to date with the property market and assessing economic trends.

Essex

Providing a holistic financial advice to the customers by helping them address their short-term as well as long-term financial goals.Delivering fair customer outcomes while strongly adhering to their TCF principles within the regulatory environment.Involved in the risk, compliance and regulatory management of the financial consultant role.Involved in checking the financial reports and advising on appropriate remedial actions for existing financial consultants within the region.Integral part of the branch management team and pro-active involved in strategic management decisions.Achievements:Rated "Good Performer" for the year 2013 and 2014; for delivering exceptional performance across various product lines and producing fair customer outcomes.Constantly delivering excellent customer service and strongly adhering to the TCF (treating customers fairly) principles.successfully achieved CAS (competent advisor status) within six months of starting my role.

Essex

As a Senior Personal Banking Manager I worked as part of a team delivering community bank targets whilst providing excellent customer experiences.I provided holistic financial advice to customers by helping them address their short-term and long-term financial goals.I provided advise and carried out face to face sales of general insurance, short to mid-term saving plans and personal finance with associated insurances.I Pro-actively meet and exceeded personal and branch targets and was an integral part of the branch team supporting the branch manager, as well as covering branches during manager holidays and sickness.Actively developing counter staff in lead generation and maximizing referral opportunities. Achievements:2012 Balance scorecard - Good performer - Manager Grays Branch, Luke Philips comments : Another consistent performance, her daily disciplines have been strong this year. Dionne continues to strive to her own high standards and determination to be successful. you are to be promoted to F/A and this is well deserved. You have the most single minded drive I have ever seen in all SPBM's/PBM's I have managed in my career. Trust and respect has been the key to our successful time, I will miss your drive to be successful and " Trust to get on with the job" when your gone. A Pleasure to work with you and thank you for your hard work in Grays for the last few years, you will be missed.2011 Balance scorecard - Strong Performer - Luke Philips Manager Grays Branch Q1 - Top PBM in the Romford Group for weeks 1&6 - 2nd PBM in the Romford Group for weeks 4,5&9 - 3rd PBM in the Romford Group for week 2 - Service recognition from Steve Arnold, Local DirectorQ2 - Top PBM in the Romford Group with consistent 200%+ of target.Q3 - 2nd PBM in Romford Group as had 3 weeks of to get married.Q4 - Lloyds bank removes points targets and goes to volumes target 2nd & 3rd PBM in the Romford group achieved.

Brentwood, Essex, United Kingdom

As a Personal Banking Manager I worked as part of a team delivering community bank targets whilst providing excellent customer experiences.I provided holistic financial advice to customers by helping them address their short-term and long-term financial goals.I provided advise and carried out face to face sales of general insurance, short to mid-term saving plans and personal finance with associated insurances.I Pro-actively meet and exceeded personal and branch targets and was an integral part of the branch team supporting the branch manager, as well as covering branches during manager holidays and sickness.Actively developing counter staff in lead generation and maximizing referral opportunities. Achievements:2012 Balance scorecard - Good performer - Manager Grays Branch, Luke Philips comments : Another consistent performance, her daily disciplines have been strong this year. Dionne continues to strive to her own high standards and determination to be successful. you are to be promoted to F/A and this is well deserved. You have the most single minded drive I have ever seen in all SPBM's/PBM's I have managed in my career. Trust and respect has been the key to our successful time, I will miss your drive to be successful and " Trust to get on with the job" when your gone. A Pleasure to work with you and thank you for your hard work in Grays for the last few years, you will be missed.2011 Balance scorecard - Strong Performer - Luke Philips Manager Grays Branch Q1 - Top PBM in the Romford Group for weeks 1&6 - 2nd PBM in the Romford Group for weeks 4,5&9 - 3rd PBM in the Romford Group for week 2 - Service recognition from Steve Arnold, Local DirectorQ2 - Top PBM in the Romford Group with consistent 200%+ of target.Q3 - 2nd PBM in Romford Group as had 3 weeks of to get married.Q4 - Lloyds bank removes points targets and goes to volumes target 2nd & 3rd PBM in the Romford group achieved.

Upminster

Upminster was the most successful branch of Beresfords Residential in 2007.

Graz / Vienna

Working for a leading jewellery production company in Austria based in Vienna specialising in enamel and gold artist jewellery. I was part of the opening of a new store in Graz in 2004 and then helped with the promotion of the opening of the second store in the UK (Regents Street) 2005 with Time Magazine.

Graz Austria

Whilst studying German I worked calling the UK and then once my German was good enough I called Austria, Germany and Southern Switzerland. Outbound telesales only.

Essex Based

All aspects of promotion, worked for MCN, Autosport Magazine covered World Superbikes, (Doddington Park), Motorbike Grand Prix,(Brands Hatch) F1 (Silverstone / Monaco) Aston Martin, Ferrari, Porsche, GQ Active, International Motorbike show, Fast Car Magazine, British & Frankfurt Motor Show as well as International Dive Show and Ideal Home Show.

Certificate In Financial Administration And Planning (Cefap®)

CeFAP level 3

Certificate In Mortgage Advice And Practice

CeMAP level 1,2 and 3