Katie Stephenson Email & Phone Number

Maintaining existing and developing new broker relationships predominantly on a telephone basis via phone / zoom / teams/ email.Experience in presenting both virtually and in a face to face environment to both small and larger groups of brokers, whether that be broker team meetings, one to one broker meetings or industry events such as round tables. My role is predominantly home office based however I am experienced in planning and carrying out face to face broker visits across the country on a regular basis.

My role within the BDA team was to support brokers on the phone, via email and via the webchat facility with general criteria, technical and admin queries. It is within this role that I was able to build my knowledge of Accord's criteria and the intermediary mortgage market in general. The role was fast paced which enabled me to build my experience in working at times under pressure.

Bradford, United Kingdom

Helping existing YBS customers who are facing financial difficulties. My role within the mortgage collections team was to speak to these customers, talk through their circumstances, assess their affordability. The aim was to work with them to agree the best solution for their circumstances to enable them to move forward. In this role it was importable to be able to identify vulnerable customers and work with complex scenarios such as self-employed customers, people with relationship breakdowns and uncooperative customers.

Bradford, United Kingdom