Experience

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  Natwest

  Sept 2004 - Oct 2019

  - To give customers a world class experience with their mortgage application by understanding their needs and providing sound financial advice.- Use effective questioning skills to establish needs and communicate advice simply and clearly.- Proactively monitor and manage application from start to finish.- Identify and seek new business -Build strong relationships with my portfolio of customers and help them with their financial needs. -Conduct Financial Health checks To successfully assist customers taking forward the right service for them. -Proactively retain customer relationships. - Expert knowledge of products as well as credit and regulatory proc3ses to make sure that my customers are provided with the best banking experience.

  • Personal Mortgage Advisor

    Jun 2017 - Oct 2019

  • Senior Personal Banker

    Mar 2015 - Jun 2017

  • Branch Manager

    Sept 2011 - Mar 2015

  • Customer Advisor

    Sept 2004 - Sept 2011
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  Blue water financial ltd

  Sept 2019 - Jun 2020

  • Mortgage Broker

    Sept 2019 - Jun 2020

  • Mortgage Broker

    Sept 2019 - Jun 2020
• 

  Amac mortgages limited

  Jun 2020 - Jul 2023

  Mortgage specialist

  Having worked for a High Street Bank for 16 years, I am now taking the leap into self employment. I am a Mortgage and Protection Consultant helping people purchase their dream home, save on their existing mortgage, release equity for a more comfortable lifestyle and pursue their dreams of becoming a Landlord.

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  Effective energy group

  Apr 2023 - May 2024

  Management team member
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  Rok marsh

  Jun 2024 - now

  Mortgage broker