jacqui slaney

Responsible for managing and developing a portfolio of 300 business relationships with an annual turnover of between 500k and 2 million. Conduct a thorough risk assessment and accurately analyse trends, financial data, market information and company status to make informed decisions regarding credit. Regular meetings to establish a clients current/future financial needs and then finding a solution. Networking on a regular basis to acquire new corporate clients who are either existing or start-up.

Completing face to face reviews with personal and business customers, identifying their mortgage and protection needs and finding solutions. Ensuring affordability of credit by assessing personal and business bank accounts, tax returns and limited company accounts. Building strong relationships with both new and existing customers to ensure their expectations are exceeded and sales opportunities maximised. Being a single point of contact to customers ensuring general and complex enquires are dealt with in a timely manner. Generating new business through local networking events and recommendations via word of mouth from existing customers.

Pre-qualifying mortgage applications before referring to Mortgage Manager. Plan and prioritise client appointments and paperwork to meet deadlines.

Building strong relationships with both personal and business customers to ensure their expectations are exceeded and sales opportunities maximised. Lending credit responsibly and agreeing repayment conditions with clients. Proactively seek to fill my diary of quality appointments by working customer contact promises and customer contact lists.

Managed a bakery of 11 employees ensuring the smooth running of the business. Tasks included, stock control, waste management and daily banking.

* Mortgage Magnet Ltd is your Local Mortgage Broker. We source mortgages from a large database of lenders to find the right mortgage for you. * We specialise in a wide variety of mortgage lending including First Time Buyers, Re-mortgages, Home-Movers and Buy-to Let. * Offer advice that is designed to guide you through your protection needs. We have access to a variety of insurance providers, which enables us to search and locate a suitable policy for your specific needs. This includes, Life Protection, Critical Illness & Income Protection. * Useful Links: * Website: www.mortgagemagnet.co.uk * Email: jacqui@mortgagemagnet.co.uk * Follow us on: * Linkedin: www.linkedin.com/company/mortgage-magnet-ltd * Facebook: www.facebook.com/mortgagemagnet