Krishma Patel Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

London, England, United Kingdom

Working along side brokers that have submitted mortgage cases.Maintaining excellent client relationships by helping assist broker throughout mortgage processes, such as assisting with queries, updating and amending application, helping with how broker can help the applicant get the a mortgage.Kept client's sensitive and financial information safely stored on the system, in compliance with data protection laws.Calculate and record income and affordability with accuracy… Show more Working along side brokers that have submitted mortgage cases.Maintaining excellent client relationships by helping assist broker throughout mortgage processes, such as assisting with queries, updating and amending application, helping with how broker can help the applicant get the a mortgage.Kept client's sensitive and financial information safely stored on the system, in compliance with data protection laws.Calculate and record income and affordability with accuracy, verifying ID and various documents in line with KYC, and being due diligent. Liaising with underwriting to get best out come for brokers and client. Answering external broker calls, answering queries efficiently, knowledgeably and professionally. Show less

Leicester, United Kingdom

Working at the forefront of new mortgage business applications, customers moving property, borrowing additional funds against the property, transfer of equity, mortgage contract variations. Once application has started being processed answering customer queries, and informing of next stages, and calling customer to inform if anything if further needed.I provide training and coaching to new recruits with the mortgage role, ensuring they are compliant within the new job, and act as a… Show more Working at the forefront of new mortgage business applications, customers moving property, borrowing additional funds against the property, transfer of equity, mortgage contract variations. Once application has started being processed answering customer queries, and informing of next stages, and calling customer to inform if anything if further needed.I provide training and coaching to new recruits with the mortgage role, ensuring they are compliant within the new job, and act as a mentor.Retaining business and transferring lead for existing Santander group mortgage customers, providing sufficient information and speed to transfer their existing mortgage to new products. Ensuring customer data is up date covering KYC. Staying vigilance against fraudsters, and passing information to SARS, passing all quality checks, and staying compliant within the role.Worked personal banker at the same time doing applications for new current accounts, credit cards and account transfers.Offering great customer service, putting customers at the heart of everything.Dealing with customer complaints, problem solving, and aim to resolve at the first point of contact to minimise escalating further. Show less

Leicester, Leicestershire, United Kingdom

Retaining existing mortgage customers on a non advised basis, providing factual information to allow them to make an informed choice. I have worked also as a personal banker doing applications for new current accounts, credit cards and account transfers.Worked within various areas within the business including customer services putting customer forefront, further lending applications of additional lending against mortgages, and personal loans.Offering great customer service… Show more Retaining existing mortgage customers on a non advised basis, providing factual information to allow them to make an informed choice. I have worked also as a personal banker doing applications for new current accounts, credit cards and account transfers.Worked within various areas within the business including customer services putting customer forefront, further lending applications of additional lending against mortgages, and personal loans.Offering great customer service, putting customers at the heart and forefront of everything.Dealing with customer complaints, and aim to resolve at the first point of contact to stop complaint escalating further.Selling add on products.Developing leads from the back of leads and applications and when necessary referring customer to colleagues to progress sale. Show less

Birmingham, United Kingdom

Product Specialist in Luggage, specialising selling branded luggage range, and achieving sales targets. Turned around the Samsonite luggage department which was on the verge of closure by posting sales exceeding £100k in less than 10 months.Also working within various home departments within store, and helping out other areas that may require assistance.Visually merchandising products, and maintaining high floor standards, so it's visually appealing.Covering a variety of… Show more Product Specialist in Luggage, specialising selling branded luggage range, and achieving sales targets. Turned around the Samsonite luggage department which was on the verge of closure by posting sales exceeding £100k in less than 10 months.Also working within various home departments within store, and helping out other areas that may require assistance.Visually merchandising products, and maintaining high floor standards, so it's visually appealing.Covering a variety of areas within the store, and helping out set up new store opening.Exceeding sales within the department target.Taking part in recruiting candidates and assessments Show less