Lucy Rees Cemap Email & Phone Number

Remote

Remote

Reading, United Kingdom

• Predominately provide advice to clients purchasing within the new build market. • Analyse client’s financial situation, research appropriate loan solutions and provider’s. • Collaborate and maintain business relationships with new build developers. • Maintain knowledge of all aspects of the mortgage market, and identify sales opportunities. • Verify borrowers income and credit information accuracy.Whole of market

• Accountable for generating estate agency branch referrals and meeting performance targets. • Responsible for fact finding effectively to establish the client’s current finances and future aspirations to then provide mortgage advice. • Responsible for explaining required insurance products so that clients can make informed choices.• To maintain knowledge of the financial services industry and keep up to date with regulatory changes.

Maidenhead, Berkshire, United Kingdom

• Responsible for working closely with Underwriters by gathering information in support of new proposals from receipt to completion. • Perform personal and business credit searches and Land Registry checks.• Instruct valuation and prepare cases for approval by the underwriting team. Check and validate all supporting case documents.• Ensure all correspondence and information is in line with lending policy and the appropriate mortgage product.• Adhere to the Code of Business… Show more • Responsible for working closely with Underwriters by gathering information in support of new proposals from receipt to completion. • Perform personal and business credit searches and Land Registry checks.• Instruct valuation and prepare cases for approval by the underwriting team. Check and validate all supporting case documents.• Ensure all correspondence and information is in line with lending policy and the appropriate mortgage product.• Adhere to the Code of Business Ethics regarding the prevention of financial crime. Show less

Maidenhead, Berkshire, United Kingdom

• Responsible for coaching, mentoring and training all front line staff. • Creating individual action plans to track and monitor staff development. • Accountable for running all new starter training academies across the department to develop front line staff from classroom stage to being competent to take a high number of calls when dealing with mortgage arrears and litigation. • Auditing telephone calls to ensure all staff are compliant with rules and regulations and behaving in… Show more • Responsible for coaching, mentoring and training all front line staff. • Creating individual action plans to track and monitor staff development. • Accountable for running all new starter training academies across the department to develop front line staff from classroom stage to being competent to take a high number of calls when dealing with mortgage arrears and litigation. • Auditing telephone calls to ensure all staff are compliant with rules and regulations and behaving in line with business values. • Seen as a subject matter expert to support senior management and front line staff in queries they have relating to business processes throughout mortgage arrears and primary servicing.• Accountable for managing the department abandon rate’s, SLA’s, and effectively manage a team of 12 in manager’s absence. Show less

• Telephone based role dealing with customers that have fallen into difficulty with their secured and unsecured loan payments. • Understand customers circumstances, complete income expenditure's, and check credit reports to ensure all information that the customer is providing is accurate. • Identify the best solution for the customer, and problem solve effectively • Pay high attention to detail while working administration processes • Identify and resolve complaints… Show more • Telephone based role dealing with customers that have fallen into difficulty with their secured and unsecured loan payments. • Understand customers circumstances, complete income expenditure's, and check credit reports to ensure all information that the customer is providing is accurate. • Identify the best solution for the customer, and problem solve effectively • Pay high attention to detail while working administration processes • Identify and resolve complaints. • Abide by financial crime, and treating customer's fairly policies Show less

Cemap, Cemap, Level 1, Level 2 And 3

Sports Development