HomeStarHome Lender
Apr. 2005 - Dec. 2005• Relationship Management with allocated referral network (85 Newsagents), colleagues, customers, financial institutions, solicitors, conveyances, accountants etc • Develop, execute and continually update business plans with individual referrers • Management of quality presentation and marketing and advertising materials for each referrer • Analysis and assessment of individual clients needs to always ensure the most appropriate product is selected • Writing and processing client applications for financial products • Assessment of PAYG and self employed financials • Preparing credit submissions • Cross selling of Insurance and Banking products to clients • Maintaining the highest levels of customer service • Resolution of client issues • Reporting and Analysis • Work autonomously