Lee Woolley Email & Phone Number

A hard working, adaptable, resilient and friendly individual, with the desire to succeed and constantly improve as an individual and team member in all environments.Over 15 years working in financial services.Roles include investment funds administration. Maintenance and relationship management of individual and group investments, with a knowledge and understanding of savings and investments. Securities risk and assessment, ranging from land, stocks and shares, debentures. Overseeing and implementing the legal financial security of assets. Underwriting of secured mortgages and unsecured lending, debt management and risk, decision making and team leadership and management4 years in financial advise, dealing with mortgages, various financial protections on an individual and family basis, general insurance and will writing. Providing training and coaching on a one to one basis, as well as group workshops and presentations on a regular basis.Investigation and case work skills carried out on a daily basis in order to determine the the correct as well as fair and reasonable outcomes on complaints relating to many different financial products. Good organisational skills, target management and ability to assess and process daily procedural and guidance changes and how they should be incorporated into decision making views. Good knowledge of jurisdictional matters and regulations surrounding complaints and product knowledge.

Listed skills include Mortgage Lending, Retail Banking, Securities, Protection, and 1 others.