London, England, United Kingdom
Hard working and holding himself to the highest professional standards, Roman aims to utilise his diverse business experience and customer service skills to simplify property and protection deals for his clients and make the process an enjoyable one. He provides a well rounded service and adds commercial value by taking ownership and finding solutions by thinking outside of the box to deliver results not only for arranging finance but at all stages of a transaction. After graduating from the University of Kent in Canterbury with an honours degree in Law, Roman completed his Legal Practitioners Course at BPP Holborn. Alongside his post graduate studies, he worked in the IT industry as a recruitment consultant then as a sales executive, gaining valuable experience of project management and cutting edge internet software. Post completion of his LPC he contracted as a paralegal in London, specialising in employment and litigation on behalf of small businesses. [email protected]
As part of the Digital Innovation team, I manage new and existing products related to the loan origination and servicing system provided by Finova to mortgage lenders and advisers. Key products include: - The customer onboarding, remortgage retention and customer engagement products developed at Burrow and integrating them into adviser's CRM software and for lenders as a direct to customer product. - A set of APIs to allow data transfer and the DIP process from 3rd party broker CRMs and sourcing systems directly to lenders, removing the need for multiple data entry for advisers and facilitating a one-click mortgage application journey. As part of this role I: - Lead workshops with potential users to understand behaviour and improve user experience. - Demonstrate prototypes, define project goals and refine requirements. - Work with an internal development team consisting of five developers and a tech lead supplemented by external developers and testers from a remote based team. We have to work closely with our clients' DPR PM and BA team as well as the lender's internal developers and project support. - Outline testing objectives and creating JSON scripts to test APIs, running JSON scripts in Postman and documenting errors. - Champion the B2B and B2B2C users and optimise journeys by integrating feedback loops into our agile workflow to increase sales and user engagement. I also engage with key internal stakeholders such as our CTO, Directors, Product Principals and Project Managers, to make sure the products align with the wider company strategy, are compatible with planned and existing products and will meet sales expectations.
I was responsible for creating the logic behind an acquisition and advice platform for an online mortgage broker. This would allow a user to see which lender would be willing to give a mortgage and how much they could borrow. I was given a rough brief of what the CEO wished to create, after which I acted as a project manager and: - Planned the project so that it stayed within our compliance guidelines, creating blueprints and outlining goals and resource requirements to stakeholders - Carried out business analysis, putting together user stories and acceptance criteria documentation - Plan the allocation of resources and carry out sprint planning using JIRA to work to our Agile methodology Once products were created I carried out testing and QA. I took ownership of the products we created, being responsible for maintenance, updating criteria and refining customer flows.
I advise on mortgage transactions from start to finish – from meeting and identifying the client's needs to application, processing and getting their mortgage offered to working with solicitors until the day of completion. I add value by taking ownership and finding solutions by thinking outside of the box to deliver results which meet my client's needs but would not have been achievable by a single simple mortgage structure. I used my business experience and customer service skills to simplify property and protection deals for my clients and make the process an enjoyable and stress free one.
My role here was as a de facto paralegal. My work consists of project support and business debt recovery, which I carry out from start to finish with minimal supervision; I also work under the supervision of my principal on a number of other commercial litigation cases including employment and insolvency. My responsibilities involve general paralegal duties and include but are not limited to client and inter party correspondence, document drafting and review, case research, bundle creation and filing management. On average, I was solely responsible for four cases at a time and I was substantially involved in another six cases as part of a larger team.
My first contract position lasted from June to August 2012 and involved contact with multiple departments while covering a wide range of law with a variety of responsibilities. I was working extensively with two SME clients in the commerce and property spheres with duties including but not limited to: • Document reviews of business to business contracts (agency agreement), highlighting key areas of interest, • Legal research on areas of law as instructed by the overseeing barrister, • Organizing and indexing case files and preparing court bundles, briefs for counsel, chronologies and confidentiality agreements for sensitive work being carried out, • Filing appeals, preparing a specific disclosure order and drafting and chasing up witness statements, • CPR compliance in regards to bundles for both trial and appeal, Disclosure and witness statements, • Informing the client of court obligations and correct legal procedure as well as other case administration duties. From September 2012 onward my contracts have been short term and on a case by case basis, on average lasting a week, and have included: • Handling Money Claim Online cases by creating accounts, writing Particulars of Claim and chasing up debts, • Covering an increased case-load for a sole practitioner. I organized and managed cases and established technical infrastructure so the solicitor could supervise more efficiently. I was also carrying out document review of compromise agreements and drafting statements on the client’s behalf, • Carrying out filing duties and amending Particulars of Claim for a firm of solicitors, • Pursuing a PPI claim on a client’s behalf, • General paralegal duties in a solicitor’s firm specialising in insolvency and litigation. As I was handling these cases while I was working with Evolok, I was required to manage my time effectively.