Cheltenham, England, United Kingdom
Specialties: B2B Sales - specifically CMO, BPO & Software; Consultancy, Commercial Negotiation, Internal & External Communication Management, New Proposition Identification & Development, Mortgage Servicing & Arrears Management consultancy
Responsible for the planning, structuring, leading and execution of large client programmes, monitoring and reporting of the P/L of programmes / projects. Extended responsibilities include: * implementation & delivery strategy of projects as directed by Head of Client Delivery * project Board / Steering Committee meetings attendance and contribution * defining of commercial baseline for each project delivery * ensuring effective change, risk and quality management plans are in place * lead the team of Client Delivery Managers * act as an escalation point for resolution of client issues
Responsible for the Vertex commercial relationship, including P&L, with JP Morgan, UBS, Commerzbank (all outsourcing), ING Direct and Alliance & Leicester (software). The relationships include provision of software, CMO, BPO and debt recovery services. Extended responsibilities include: * Management of profit and cost accounts for each client delivery * Management of existing customer base and prospect relationships * Provide industry and regulatory advice and direction to delivery and development teams * Responsibility for ensuring delivery to client and contract SLAs are achieved * Promotion of the fair treatment of customers and ensuring TCF is factored into all decision making processes * Provision of consultation to the Sales Team
Responsibilities included: * leading the consultancy for a major investment bank's wealth management arm in the creation of a mortgage division * Project managed the conversion of two clients from paper based manual DD to an AUDDIS compliant service * Lead analyst for two mortgage portfolio sales * Lead analyst for development of and implementation of system changes to ensure full FSA compliance
Lead analyst for the configuration and implementation of software solutions for new clients and software development for existing clients. Role included management of a team of Application Support Analysts and Developers, supporting the live service of three outsourcing clients. Responsibilities included: * Preparation and sign-off of business requirements for system development * Sign-off of IDD (Internal Development Documentation) for Mortgage Servicing system development * Client Management of change control process for system and process development * Lead analyst for General Ledger configuration, reconciliation and implementation across a number of mortgage portfolios
Originally working as a Senior Mortgage Adminstrator providing supervisory functions to the administrative teams gained promotion to the Senior Project Administrator role reporting directly to the Head of Sales Responsibilities across both positions included: * Preparation of key presentation material for the board directors and Head of Sales for delivery to internal and external bodies * Creation of and distribution of supporting documentation for key lending criteria across the Lloyds TSB and C&G mortgage branches * Creation of national lending statistics and presentation material for board of directors * Supervision and training of staff dealing with multiple elements of mortgage administration * Creation of training and procedural documentation for use of company mortgage administration system