Laura Carter Cemap Email & Phone Number

Bristol, England, United Kingdom

- Manage acceptance testing for Onboarding, In-Life, Closures and Pan Journey. - Responsible for planning the automation of over 300 tests. - Organised and updated the majority of c. 300 test scripts.- Manage the workload of three Test Analysts.

Bristol, England, United Kingdom

- Responsible for the onboarding of high-net-worth clients. These include personal clients, companies, charities, pensions and trusts. - Calculating client’s risk rating to ensure reviews are conducted at required intervals.- Ensuring the client’s wealth is plausible and funds have been acquired by legitimate means only. - Liaising with key stakeholders to ensure clients receive a positive experience during the onboarding process. - Displaying a good sense of risk management when confronted with urgent and business critical cases, showcasing prioritisation that has resulted in positive feedback.- Supported with the role out of Coutts’ new onboarding system, ICOS. - Effectively assisted with training new employees.- Responsible for testing updates within Avaloq.- An ambassador of the Wealth LBQT Network.

Bristol, United Kingdom

- Responsible for processing complex mortgage, loan and overdraft applications for high-net-worth business partners from sanction to drawdown with a full understanding of the mortgage ‘end-to-end’ process. - Responsible for the drawdown of payments in excess of £5m per day. - Established an excellent reputation across the business. - Skilled at managing relationships by engaging with key stakeholders to ensure business is delivered effectively. - Manage workflow by ensuring all lending documentation and drawdown procedures are accurately completed on a daily basis, ensuring adherence to agreed procedures, controls and timescales to meet client needs. - Displaying a good sense of risk management when confronted with urgent and business critical cases, showcasing prioritisation that has resulted in positive feedback.

Clevedon, England, United Kingdom

- Provided full advice and recommendation service for clients whilst adhering to regulatory and compliance requirements and maintaining excellent customer satisfaction.- Worked unlimited whole of market and conducted a full service from the initial call through to pre-underwriting document checks and keying the full application. - Demonstrating a keen eye for detail and maintaining a full understanding of the mortgage market products and criteria. - Full knowledge of the protection

Bristol, United Kingdom

- Used effective questioning skills to establish customer needs and preferences, demonstrating effective listening skills and the ability to build rapport. - Created and maintained accurate customer records, showcasing excellent attention to detail. - Projected a professional image to customers and colleagues and built strong customer relationships to provide an excellent customer experience, whilst adhering at all times to the society’s procedures and the FCA’s MCOB regulations and guidance.- Maintained an excellent knowledge of the Society’s mortgage products, underwriting and affordability requirements, signifying the ability to be adaptable and proactive in the face of change. - Proactively pre-empted issues with regards to customers and resolved problems arising, demonstrating the ability to overcome difficulties. - An active member of the FACE society, engaged in actively promoting the fair treatment of customers. - Created the daily sales report, showing the ability to take leadership and ensured the team remained motivated and engaged with their targets.- Consistently a top performer in the sales department, often obtaining the highest number of monthly sales. Obtained 288% of the monthly target.

- Received inbound calls from providers, dealing with their queries in a professional and timely manner.- Processed incoming written correspondence, in accordance with set service level agreements and responded to pre-authorisation requests submitted via SMS within set service level agreements.- Consistently achieved quality and productivity measures as set by the team supervisor and sent out daily treatment authorisation reports to selected providers. - Electronically sent remittance advice to providers.- Built effective relationships with the claims advisers and our audit team to support them in processing invoices right first time. - Maintained practitioner’s profiles and added practitioners to the database, ensuring they conformed to their relative regulation body.- Effectively trained new employees to become provider services advisers.- Provided innovative ideas to streamline the providers journey.

Gimhae, Gyeongsangnam-Do, Korea

- Taught English to Korean students aged between 3 and 16. - Planned the lessons individually and with other teachers. - Ensured that the students had fun, stimulating and informative classes, which means getting creative and being versatile to adapt to different ages, abilities and interests. - Organised special event days, which involved creating an interactive, educational and fun day for the students. - Helped with recruitment of the Academy's new Native English Teacher.

Bristol, United Kingdom

- Received inbound calls from providers, dealing with their queries in a professional and timely manner.- Processed incoming written correspondence, in accordance with set service level agreements and responded to pre-authorisation requests submitted via SMS within set service level agreements.- Consistently achieved quality and productivity measures as set by the team supervisor and sent out daily treatment authorisation reports to selected providers. - Electronically sent remittance advice to providers.- Built effective relationships with the claims advisers and our audit team to support them in processing invoices right first time. - Maintained practitioner’s profiles and added practitioners to the database, ensuring they conformed to their relative regulation body.- Effectively trained new employees to become provider services advisers.- Provided innovative ideas to streamline the providers journey.

Bachelor Of Arts (B.A.), Geography, 2.1

A-Levels, Textiles, Geography, Biology, Abb