John Carrick Email & Phone Number

Glasgow, Scotland, United Kingdom

Mortgage & Protection Specialist

• Member of a team which manage client accounts, dealing with sensitive details and adjusting financial requirements. Dealing with various accounts such as individual, pensions, trusts, company accounts and charities. • Reporting to hierarchy management across the business in a timely manner, meeting high standards set by management. • Using complex data tools to update the accounts and often giving advice on how the data could be processed in a more effective manner, highlighting what risks occur most often with the accounts and the data tools. • Attending meetings to discuss business issues and ways to move forward, improving the processing technique and services to our clients.

Ba (Hons), Risk Management

Cemap, Certificate In Mortgage Advice And Practice