Marc Penprase CeMAP Cert

Experience

• 

  Lloyds Banking Group

  Jan 2010 - Sept 2016

  In this role I interview new clients and existing clients in order to establish their needs and preferences and come up with a recommendation to suit their individual circumstances. I get immense job satisfaction from this role when I get a client in to their first home and/or I'm able to save a client generous amounts of money on their monthly expenditure. ResponsibilitiesDaily paperwork, interviewing customers on a daily basis opening savings accounts, current accounts, personal loans, credit cards and setting up home insurance. Managing Risk and insuring compliance is achieved.Identifying other customer needs such as protection and mortgage accounts and referring the customer to specialist colleagues. Daily paperwork, General banking duties including, bill payments, money transfers, account quires, and balances also cross selling banking products such as home insurance, account upgrades, loans, credit cards, mortgages, saving accounts and identity theft protection.Managing Risk and insuring compliance is achieved.

  • Mortgage & Protection Advisor

    Sept 2014 - Sept 2016

  • Personal Banking Consultant

    Apr 2011 - Sept 2014

  • Core Banking Sales Account Advisor

    Jan 2010 - Apr 2011
• 

  NEW HOMES MORTGAGE SERVICES LLP

  Sept 2016 - Jan 2020

  Senior Mortgage Consultant
• 

  Mortgage Advice Bureau

  Jan 2020 - Sept 2020

  Mortgage & Protection Advisor Regional Partner - Northeast
• 

  Scout Financial Services

  Sept 2020 - Sept 2023

  Senior Mortgage & Protection Broker
• 

  Mojo Mortgages (part of Houseful)

  Sept 2023 - now

  Senior Mortgage Advisor