Dublin, County Dublin, Ireland
Holder of a BA honours degree in Mathematics and Economics, Post Graduate Diploma in Accounting. I am currently working for LinkedIn as a Senior Deal Desk Strategist. I continuously look to improve my skill set and for learning opportunities. I am a bright and intuitive individual who is eager to learn. I am capable of taking initiative and working on my own or as part of a team.
- Prospecting new clients - Developing strong relations with new and existing clients - Identifying clients’ financial needs and advising them on the products available in the market best tailored to their circumstances - Managing clients throughout the mortgage process, starting with the initial consultation/application right up until mortgage drawdown - Liaising with Banks, Solicitors and Valuers on client's behalf - Drafting Statements of Suitability - Training new staff on all aspects of mortgage process - Competent knowledge of CRM systems and Microsoft Office suite - Consistently achieving KPIs Feedback from existing clients can be found on the below link and selecting 'Reviews': https://bit.ly/30imnJU
- Managing a diverse portfolio of SME customers acting as the main point of contact for handling customer queries - Responsible for review of detailed new money applications and annual credit reviews - Undertaking detailed financial analysis to anticipate potential issues and ensuring any negative trends identified, review analysis with Relationship Manager and client - Provide support and assistance, acting as main point of contact in handling customer queries, developing solutions and matching client needs to Bank products and services - Developing strong and ongoing relationships with clients - Conducting anti-money laundering and anti-fraud compliance including ongoing due diligence and CJA notices