- Executing mortgage applications in a time efficient manor- Completing factfinds using relevant information from bank statements, Experian credit files and payslips or SA302s- Reviewing client information and bank statements in line with MMR and compliance- Researching applications using Trigold, mortgage brain and lenders criteria and presenting back to the client - Making applications to lenders and processing the application through to completion, ensuring clients are kept informed of their progress throughout- Liaising with Solicitors to ensure completion runs smoothly- Researching life providers and criteria, presenting to clients and advisors- Completing applications and ensuring clients are kept up to date

- Processing and managing client mortgage applications from conception through to completion - Liaising with banks, solicitors, accountants, estate agents and clients to ensure the process is a positive experience - Assessing clients bank statements in line with MMR guidance - Ensuring all financial facts are correct and accurate throughout the mortgage application along with internal fact finds - Designed and delivered new starter and ongoing training to all staff - Reconciling accounts against commission and ensuring the correct money is received - Dealing with all areas of compliance, ensuring regulatory guidelines are adhered to - Responsible for managing workload, prioritising and ensuring all mandatory deadlines were met - Arranging client appointments, confirming them and ensuring all advisors are fully prepared - Research and process protection applications, and making recommendations to advisors - Maintaining advisors diaries and ensuring they are able to prioritise and complete mortgage application and appointments

Temporary administration role

- Working with high value customers in the European Risk Management team - Set customer spending limits by analysing all available data sources, striking a balance between profit and sensible lending - Liaising with both business and personal clients, working to deadlines and national compliance regulations - Delivering concise information and offering advice and world class customer service to clients having difficulty paying - Heading up the communications team, ensuring all staff were aware of internal updates and changes, recognising problems and dealing with staffing issues and being awarded as high performer by the director of European Risk

- Dealing with inbound and outbound customer service calls providing high speed internet, TV and telephone services to residential and business customers - Reselling, promoting and upgrading new services to customers - Dealing with any issues or complaints, billing, raising and monitoring orders - Maintaining an excellent level of customer service and support to resolve problems and build rapport