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Stephen Porter 22 Churchill Drive Ruddington Nottinghamshire NG11 6DF H: 01158460261 Mob: 07944021857 E-mail firstname.lastname@example.org My career objectives are to continue working within the Mortgage Industry as a Mortgage Advisor I have a thorough working knowledge of the mortgage market specialising in sub-prime mortgages. I am familiar with internet resources and usage, other computer skills (e.g. Word Processing, Spreadsheets and Data Bases). I am a highly self-motivated person with good interpersonal and organisational skills. A MORTGAGE ADVISER with over 4 years experience within the mortgage sector. Currently gives mortgage and protection advice to clients, dealing mainly with the sub prime and re- mortgage markets. Previously gave advice to clients on various finance products including life assurance, savings, pensions and investments. As a sales manager also managed a small team of collectors. Is targeted to sign up at least 3 mortgages per week, this target is always met with an average of 15 mortgage sign ups per month. Is consistently in the top quarter for both mortgage and insurance sales. Has obtained the full Financial Planning Certificate 1,2,3 and MAQ. Due to redundancy is seeking a mortgage adviser role. Immediately available for both interviews and employment. Computer Packages Used: Has working knowledge of using Trigold, Mortgage 2000 and Microsoft Word, Excel and the Internet. CAREER HISTORY Oct 07 to present - VAN DRIVER, Boots Notingham (Based in Store in Nottingham) Currently delivering prescriptions to patients homes . This is a temporary position until I can return to the mortgage industry. Mar 03 – Sept 07 - MORTGAGE ADVISER, National Guarantee, Birmingham (Home based in Nottingham) Currently gives mortgage and protection advice to clients, dealing mainly with the sub prime and re-mortgage markets. Initially used a panel of specialist lenders to source the best mortgage but more recently has used one specific lender. All leads are generated through company marketing via the internet and through lead generation companies. Prior to the change of the Sales Process in April 2006, I was responsible for running the pilot scheme and recommending some major changes to enhance the process. The process was subsequently rolled out to the sales force three months later. Is targeted to sign up at least 3 mortgages per week, this target is always met with an average of 15 mortgage sign ups per month. Is consistently in the top quarter for both mortgage and insurance sales. Has a 65% sign up for buildings and contents insurance. Works on a 2 part appointment process, the initial part is carried out over the telephone to do the fact find and the 2nd part is carried out face to face in the client’s home to make the recommendation and complete the sale. Carries out all of his own administration for the mortgage process. Involved in the re-design of the sales compliance form to ensure that the insurance sales process was followed to comply with ICOB regulations. Projected Annual Remuneration and Benefits £ 20,000 plus commission and company car plus fuel allowance June 1996 - March 2003 - Sales Manager, Royal London, Nottingham Responsible for the advising and selling of Life, Savings, Pensions, Investments Working with 2 collectors to generate leads. August 1975 – April 1996 Barnes & Humby Ltd Typesetter and Reprographic Artist (Printing Industry August 1975 – April 1976, Illustrated County Magazine Typesetter and Reprographic. September 1971 - August 1975, George Searson Ltd. Typesetter February 1966 – August 1975, Norman Printers Ltd. Compositor August 1965 – February 1966, E. Reader & Sons Junior Wage Clerk Qualifications Has obtained the full Financial Planning Certificate 1,2,3 and MAQ. City & Guilds levels 1 & 2 - Word, Excel and Access City & Guilds _ Advanced Level Reprographic & Arts Education Fairham Comprehensive School, Nottingham Nottingham 1961 – 1965 Regional Technical College: City & Guilds Reprographic Art 1965 -1971 Personal details Date of birth: 11/08/1949 Marital status: Married Driving license: Full UK Driving Licence Commute: Willing to drive to meet clients from home-base throughout the East Midlands and Lincolnshire Interests Photography, Gardening, Walking, References Available on request Reason for Leaving current role at National Guarantee: Is being made redundant as from 31st August 2007.
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