Maxine Corry
Address 1
Address 2
T: 0044 123 456 7890
E: info@dayjob.com


PERSONAL SUMMARY

Maxine has unbeatable market knowledge that allows her to give independent advice and make the best recommendations on mortgages and insurances products. In her current position she gives a seamless service to clients by being a reliable point of contact for them. She is always there to advise, assist and explain to them the process at various stages, thereby enabling them to make the correct informed decision.

As a superb administrator she possesses the attention to detail needed to accurately process, complete and check regulated financial documents. A true professional who is committed to remaining updated about the lending industry by going to mortgage conferences and events and reading industry news. Has a track record of identifying process improvement opportunities in order to enhance customer service and business efficiencies. Has expert knowledge of the all relevant Anti-Money Laundering systems and is someone who strictly adheres to these.

In her current role she works closely with both lenders and borrowers alike to ensure any funding delivers a profitable solution for both parties. As part of her duties, she actively seeks out new opportunities for the company through the generation of new business. With colleagues she has a reputation for ensuring that all deadlines are met in relation to compliance and regulatory matters.

On a personal level she has excellent interpersonal skills, is able to listen, empathise and quickly build trust with important clients. She thrives in a fast-paced, results driven environment where results matter.

Right now, I want to join a company that nurtures it people and allows them to thrive by giving them a fun, social and happy environment.

 

CAREER HISTORY

MORTGAGE BROKER – Start Date – Present
Employers name – Location
Responsible for assessing a client’s current financial situation, helping clients to understand the various loan options available to them, and giving them advice on the best course of action.

Duties;

  • Helping clients to fill out a loan application and then submitting it to the relevant lender.
  • Gathering sufficient client information so as to identify their needs.
  • Processing from application through from offer to completion.
  • Competently provide mortgage advice to clients within all regulatory guidelines.
  • Responding in a professional manner to all incoming mortgage queries and correspondence in writing, via email or over the telephone.
  • Talking with clients about what the different lenders and product providers have in relation to the loan or mortgage they want.
  • Negotiating terms and conditions of loan contracts with mortgage providers on behalf of a potential borrower.
  • Doing mathematical calculations to determine the best and most affordable mortgage for a client.
  • Selling clients associated insurance products from partners.
  • Explaining clearly to applicants how the mortgage application process works.
  • Conducting detailed market research to identify emerging offers and competitive mortgage rates.
  • Assisting in developing training programs for new mortgage advisors.
  • Communicating with customers to gain feedback from them on their experience with the company.
  • Maintaining strict confidentiality of a client’s bank details and personal information.
  • Administering requests for transfers of equity, release of security and consents to let.
  • Proactively contacting the existing client base as a source for new business.
  • Being alert for anything suspicious in respect of money laundering or fraud and report any suspicions to relevant bodies.
  • Working closely with clients, lenders, and internal key stakeholders.
  • Explaining about repayments and mortgage protection to clients.
  • Immediately reporting any issues, departmental requirements, and problems to the Senior Manager.

JOB TITLE – Start Date – End Date
Employers name – Location


KEY SKILLS AND COMPETENCIES

Professional

  • Proficiency in managing and analysing financial data.
  • Prepared to meet clients in the evening and at weekends.
  • Building effective relationships with colleagues to contribute to the overall team spirit.
  • Proven ability to work to tight deadlines in a competitive marketplace.
  • Holding in-depth, regulated meetings with customers as required by regulatory bodies.

Personal

  • Can use computers and relevant software packages competently.
  • Actively seeks opportunities for further professional and personal self-development.

 

AREAS OF EXPERTISE

Payment collection
Prospecting clients
Market research
Writing reports

 

ACADEMIC QUALIFICATIONS

University name  –  Degree details              Study Dates
College name      –  Qualifications                Study Dates
School name       –  Subjects / Grades          Study Dates

 

REFERENCES

Available on request.

 

 

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