Ardoq

Ardoq is a software company helping organisations drive digital change by building a data-driven blueprint of their organisation, all in real-time. Companies can use this insight to drive true, future-ready digital transformation by becoming more efficient, realising cost saving and identifying areas to better serve their customers.

Business Development Representative

Lofti

Lofti is a property growth platform built for Landlords.

Our aim is to provide a seamless and streamlined experience for existing or new landlords to grow their portfolios by recommending the right financial products and automating the property management process in order to focus on what matters most, business growth!

Head of Mortgage & Insurance Products

Phare Financial Services

Helping to support Property Portfolio owners as part of a full circle consultancy setup with all things Mortgage and Financial Planning related including Accountancy and Legal solutions with structured Business Planning and Coaching to help enable portfolio growth no matter where clients are in their journey, whether its just at the start or with 100+ properties already in the portfolio.

-Helping clients to understand lending strategy around mortgaged property portfolios.
- Working with business planners and chartered financial advisers to give a holistic planning service to all clients regardless of asset size and growth plans.
- Building relationships with external service providers to ensure clients have the right solutions available, this includes working with commercial packagers and Banks to provide the right outcome.
- Working closely with partners across the group to ensure clients enjoy the full benefits of the consultancy services available to them.
-Attending live meets and events to help grow the client community and provide insight into industry changes.
- Consistently working with partners across to group to enrich my knowledge across different sectors to enable a well rounded understanding of how clients can benefit.

Mortgage Lead

Trussle

Customer success & Mortgage solutions for an online mortgage broker helping change the way by fighting for fairer mortgages!

Online Mortgage Broker

Ablestoke Financial Planning LLP

Mortgage Solutions & Financial Planning

Building portfolios for landlords and specialist buy to let professionals

Full circle financial planning

Mortgage & Protection Consultant

Lloyds Banking Group

Mortgage & Protection advice service provided face to face to clients.

Working within my patch to support branch managers with mortgage referrals and managing the mortgage business.

Providing coaching and training to colleagues to upskill and develop mortgage business and support customers as part of local mortgage plan.

Mortgage & Protection Advisor

Lloyds Bank

Commercial SME Relationship Associate providing day to day contact for commercial clients, addressing their needs to ensure that they are met with a professional standard and acting in the clients best interests at all times. 

Further to being the contact point for clients, ensuring that clients are always fully aware of what tools and opportunities there are within Lloyd's Commercial to help grow their businesses and give clients first class customer relationship interaction.

Working to support Relationship Managers with support they need to maintain, develop and grow their portfolios by dealing with and resolving any technical problems or requests from clients to strive to be the best bank for business.

Continually learning and keeping up to date with financial developments and tools which can be used to help grow and support clients businesses and give them the confidence to share challenges they have to see how Lloyd's client services can help provide a solution and way forward.

Always taking the time needed to share best practice and skill-sets to ensure that my 'skills kit-bag' is up to date and current so that I am always ready for the next development for my clients and how I can help them further their business aspirations.

Associate Relationship Manager

Providing the very best level of service to personal customers by ensuring their stated and unstated needs are met with the greatest level of attention and care. Putting customers and clients first to ensure the customers needs are always met and looked after long term with CRM and future customer contact plans. 

Experience in Champion Roles for Digital, Mortgages & Engagement. This has allowed me to share upcoming changes and plans going forward with both clients and staff to ensure we are always changing and working towards being the best bank for customers. The roles have involved calling out messages of change and improvement in team meetings, carrying out engagement sessions with staff to understand their opinions and thoughts and sharing ideas for constructive change in the future.

I have also had the opportunity to coach and train new to role colleagues to provide them with a foundation and role understanding to enable them to develop their 'skills kit-bag'. This is something I have particularly enjoyed and has allowed me to help grow and develop other colleagues into the role with the confidence they need to be the best equipped for customer interaction.

Personal Banking Adviser

Zenopa

Sales Calling - KPI Targets 
CV Prep
Linkedin Candidate Management 
Database Handling

Medical Resourcer

I am an experienced financial services and business development professional who consistently hits the mark whilst maintaining a strong commitment to clients and colleagues.

Approaching a decade of experience in financial services and more recently SaaS, I have worked with a range of companies from seed, through the rounds all the way up to big corporates.

I am now delighted to be part of the Business Development Team at Ardoq, a Gartner Magic Quadrant Leader in 2022 for Enterprise Architecture. 

Coffee & Arsenal to get my attention...

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