Katie Laird

Katie Laird

Customer Advisor

Followers of Katie Laird164 followers
location of Katie LairdEdinburgh, Scotland, United Kingdom

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  • Timeline

  • About me

    Risk and Regulation Manager

  • Education

    • Chartered Insurance Institute

      2014 - 2014
      CF1 UK financial services, regulation and ethics Pass
    • Edinburgh Napier University

      2006 - 2010
      Bachelor of Arts (B.A.) SOCIAL SCIENCES
    • Chartered Insurance Institute

      2014 - 2014
      CF6, Mortgage Advice Pass
    • Edinburgh Napier University

      2006 - 2010
      Bachelor of Arts - BA SOCIAL SCIENCES
  • Experience

    • Bank of Scotland

      Jun 2007 - Jan 2011
      Customer Advisor
    • HSBC

      Jan 2011 - Jun 2015
      • Mortgage Advisor

        Apr 2014 - Jun 2015
      • Premier Academy Mentor

        Apr 2013 - Apr 2014
      • Premier Associate

        Jan 2011 - Apr 2013
    • Post Office

      Jun 2015 - Mar 2017
      Mortgage Advisor

      - Responsible for understanding a customer’s personal and financial situation and preferences to ensure that the correct solution is recommended- Protecting the bank and the customer by keeping up to date with new laws and regulations and following strict rules and guidelines set by the FCA and PRA- Meeting and exceeding various customer focussed targets by delivering sales through service.

    • Tesco Bank

      Mar 2017 - now

      Responsible for minimising risk exposures and ensuring adherence with regulatory standards by working with all internal functions to deliver compliant solutions in response to new and changing regulation and new product/ service design. Specific examples of this include FCA High cost of credit programme and more latterly the FCA Consumer Duty project.Responsible for supporting quarterly RCSA, managing risk and control frameworks, events reporting and remediation and conduct and customer outcomes reporting and analysis. Show less

      • Risk and Regulation Manager

        Oct 2019 - now
      • Mortgages Commercial Manager

        Mar 2017 - Oct 2019
  • Licenses & Certifications

  • Volunteer Experience

    • Fundraiser

      Issued by Life Care on Mar 2018
      Life CareAssociated with Katie Laird