Experienced Mortgage Assistant who has extremely strong marketing skills to go along with great customer service abilities. Adept at maintaining customer files, developing lists of prospective clients and creating mortgage checklists. Specialises in residential mortgages and short sales.
Proficient in the use of Microsoft productivity software
Excellent communication skills
Strong lead qualification abilities
Thorough and a strong eye for detail
Reliable and efficient
Great customer service skills
Dedicated to helping the mortgage broker grow the business
January 2008 to July 2014 Gandolf Mortgages-Manchester, UK Mortgage Assistant
Responsible for maintaining and growing the list of qualified leads that the brokers could call on from time to time.
Responsible for creating and maintaining the mortgage checklists for larger transactions.
Assisted the brokers in creating effective marketing campaigns both in print and online.
February 2003 to January 2008 Peterson Financing-Manchester, UK Mortgage Assistant
Responsible for maintaining comprehensive correspondence files for every transaction the firm initiated.
Often asked to run important errands to the banks, title insurance companies and law offices the firm dealt with.
Regarded for being able to establish strong channels of communication with each side of a transaction.
August 1991 to February 2003 Finance Now-Manchester, UK Mortgage Assistant
Responsible for closing out each mortgage by making sure the checklist was accurately completed.
Worked closely with short sale prospects and banks.
Assisted in developing marketing material for the firm.
1991 London School of Business, London, England, UK, Associate’s Degree, Business and Finance