Max Taylor Cemap Email & Phone Number

Greater Manchester, England, United Kingdom

Thornley Groves City Centre, Salford, Prestwich, Julian Wadden Stockport & Marple, Homes4U Deansgate

Receiving referrals, making appointments to qualify clients with full fact find, calculate clients affordability, quoting mortgage & solicitor, supplying DIP certificates and when offer is accepted completely taking over the whole process through to exchange when I arrange protection for their new property and family.Identify opportunities already within the business & set up the processes & procedures to action them, managing and contacting client bank of property sales clients both current and retrospectively and current tenants which produced a large lead flow into the business and established the need for hugely undersold insurance/protection products worth hundreds of thousands of pounds for the business.

 From finding clients to sending flowers when they get their new property or remortgage & everything in between, the entire process. Responsible for conducting a full analysis fact find to calculate clients affordability for every client to ensure that the correct products are recommended and explained in a professional, clear & uncomplicated manner. Compile a client’s circumstances, sourcing appropriate mortgages from lenders criteria to match the client’s individual circumstances and preferences. Requesting and constant contact with client to return all necessary personal documentation, Credit Files, Payslips, Bank Statements, Credit Card Statements etc. Providing advice to clients and recommending suitable Lenders and insurance products, providingintermediary services between Lenders & Insurance companies and clients. Managing my own pipeline and underwriting cases. Finding my own clients mainly from Unbiased.com and advise within the ethos of “treating customers fairly” Submission of mortgage and protection applications to the lender’s platforms in a timely manner, liaise with lenders and providers to obtain updates of status of applications. Maintaining quality standards always, ensuring that errors are not made, proactively progress mortgage and protection applications through to completion, Dealing with incoming calls, emails, WhatsApp and post, obtain illustrations/quotes for all new business,together with supporting literature, send and confirm receipt of. Dealing with solicitors and conveyancers regarding sales packs & exchange/completion dates Ensure all necessary documentation is held within the clients file, meeting FCA's rules and regulations Promoting products from the company’s insurance product range including Life Insurance, Critical Illnesscover, Income Protection, Key Man Insurance & Relevant Life Plans, importance of Trusts, explaining andimplementing.

Had a little accident and took 18 months out to recuperate, used the time to further my financial services expertise by studying and completing the Certificate in Mortgage Advice and Practice (CeMAP)

Cheadle, England, United Kingdom

Ensure seamless business operations through active oversight of 12 insurance advisors, 20 lead generators and 3 administrative staff. Enforce control over recruitment & selection activities to sustain healthy human talent pool, Adhere to FCA compliance.Lead, sales training & development and assume measures to keep the workforce motivated. Actively pursue improved brand awareness through end-to-end marketing solutions and development.Create working procedures for implementation of incoming GDPR directive.

Certificate In Mortgage Advice & Practice, Certificate In Mortgage Advice & Practice, Cemap 1,2,3

Business Management, Nvq Level 3 & 4

Information Technology, Nvq Level 3 & 4