Claire Bywater

Experience

• 

  Dudley College

  Sept 2003 - Sept 2004

  Office Junior
• 

  Vertex Group

  Sept 2004 - Oct 2007

  Mortgage Processor

  Processed Egg mortgages producing AIPS, through to completion. I worked in transfer of equity, completion, BTL and further advances .

• 

  Prosperity Wealth

  Oct 2007 - now

  I currently work on behalf of the directors, preparing cases. This includes, sending transfer of agency requests, research (using capita & O&M), packaging case for sale (apps, illustrations, trust nets, funds assessor) suitability reports , case processing, including entering onto back office system , pipeline chasing and valuations.We currently use intelliflo, Volume,The Exchange, Assureweb , Selectapension I have previously used Avelo, omega 3, omega 4 and ICBS. Platforms are also used on a daily basis, I am familiar with the AEGON, Standard life ,Zurich & Aviva Platform. Show less

  • Learning & Development Manager

    Feb 2025 - now

  • Team Leader

    Aug 2018 - Feb 2025

  • Senior Case Prep Manager

    Oct 2007 - Aug 2018