Jacqui Grove Email & Phone Number

United Kingdom

Portfolio Manger Lead for the in-life Propery Development Loans, and Line management of the team.

United Kingdom

Peterborough, United Kingdom

• My current role as an Underwriter, involves liaising with Brokers and clients to manage, assess and underwrite Commercial mortgage applications. I manage a number of cases through all stages of the application process.
• Manage commercial mortgage portfolio of 250 cases.
• Ability to underwrite Mortgage applications up to £500K for Commercial property, buy to lets, house of multiple occupancy and multi-unit freeholds.
• Ability to self-motivate and manage high volume caseloads efficiently and within Service Level Agreement timescales, getting it right first time.
• Ability to work on my own initiative as part of a team or alone with strong decision making skills.
• Excellent interactive skills will brokers, clients, valuers and solicitors, managing timescales and expectations.

Peterborough & Lincolnshire

• This role gave me the opportunity to manage and have full responsibility for a portfolio of 220 Agricultural and Horticultural Clients with complex lending needs of £30k-£300k under my lending mandate. This was an “on.
• Ability to manage own diary efficiently, especially as by clients were based in a large geographical area.
• Aptitudes to work remotely yet still liaise and meet with the team on a regular basis.
• Strict Credit policy Adherence, risk management and Due Diligence undertaken.
• Control of clients in financial difficulties.
• Ability to interpret and analyse financial information.

Boston, Lincolnshire

• Business Specialist - HSBC Bank Plc - November 2005 to August 2012
• Ability to meet targets for business banking through new business accounts, Term, revolving and working capital lending and acquiring Businesses from other financial organisations.
• Undertook full assessments of Business Lending propositions ensuring responsible lending.
• Personal lending mandate of £30k held.
• Completing Audit checks.
• Ability to provide leads to Financial planning, Personal Mortgages, Merchant services, Business insurance based on customer’s needs.

Boston, Lincolnshire

• This role was a great introduction to Commercial banking within HSBC, and where I gained a great deal of knowledge from my peers, which in turn gave me a passion Commercial banking.
• I provided Lending support to the 3 Commercial managers whose portfolios contained commercial clients borrowing upwards of £30k to £6m.
• Liaising with Accountants, Solicitors, valuers and clients.
• Compiling of Lending applications.
• Producing Facility Letters.
• Financial Accounts inputting.

Boston, Lincolnshire

This role enabled me to lead a team of 3 cashiers at Boston.Main duties were to keep branch cash stocks at an appropriate level, by managing cash returns and deliveries.To encourage the cashiers to spot leads and sales opportunities to pass onto counsellors, Business Specialist, Financial Planning Managers & Mortgage advisor’s.To effectively manage and.

Boston, Lincolnshire

I Originally joining HSBC Bank Plc (Midland Bank) on a YTS programme, and was then fully employed after 8 weeks. From that time, I worked within various Administration roles. Followed by Cashiering, being a Personal Counsellor and regularly Managing the Sub Branch in Coningsby.

Certificate In Business Banking And Conduct, Distinction

Education record