Intermediary Inquiry Specialist (Broker Services)
Feb 2015 - June 2016 (1 yr 5 mos)
Bristol, United Kingdom
- Exceeded all departmental service availability metric targets regularly.
- Awarded Agent of the Month for achievements in professional communication and efficiency.
- Created an easy to use resource using custom information from the bank’s general lending manual for colleagues and new hires.
- Trained, shadowed, and supported new employees.
- Coordinated action between mortgage brokers, customers, and solicitors.
- Educated mortgage brokers on lending policy and criteria.
- Updated and maintained mortgage portfolio database and logged detailed call summary information.
Customer Payments and Inquiries Agent
Dec 2014 - Feb 2015 (3 mos)
Bristol, United Kingdom
- Consistently exceeded call quality and services availability metric targets.
- Processed member transactions and answered mortgage related queries.
- Trained and shadowed new employees.