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SIMON BURRELL
Tel: 020 8332 6474 Mobile: 07753 834231
Address: 19 Tower Rise, Richmond, Surrey TW9 2TS
e-mail: simon@simonburrellconsulting.co.uk
web: www.simonburrellconsulting.co.uk
Simon has a wealth of business change experience gained in blue chip
companies across the mortgage lending and retail banking sectors. He turns
business problems into fully deliverable operational and technical solutions.
PROFILE
Comprehensive business analysis skills (requirements, workshops, design etc)
Domain expertise in retail financial services (mortgage lending & retail banking)
Strong verbal, written and presentational communication skills at all levels
Significant team leadership and stakeholder management experience
Clear commercial awareness combined with strong technical aptitude
Multiple Waterfall and Iterative methods: SDLC, SSADM, UML, RUP, Agile
SKILLS SUMMARY
CBA, ToR, scoping, requirements gathering, “As Is” & “To Be” process mapping,
Business Analysis
functional design, TOM, workshop facilitation, presentations & proposals, UAT
Systems Analysis Functional design, data modelling, data migration, logical/physical design, MI
Leadership Line & team management, stakeholder management, reporting, communication
Methods Full SDLC, waterfall, iterative, SSADM, BPMN, UML, Agile, RUP, OOD, Six Sigma
Products Mortgage, secured loan, unsecured loan, current account, credit card, insurance
FSA (MCOB, BSOCS, DISP, SYSC, BIPRU, GENPRU), KFI, TCF, CCA,
Regulation AML/KYC, SoX, Basel 2, Liquidity 2, sanctions, PEPs, country prohibitions
Banking Risk Credit scoring, lending policy, IRR, Net Interest Income modelling
CONTRACT & EMPLOYMENT SUMMARY
Company Brands Parent Period Until
Barclays Bank Various Barclays Group 10 m 2010
Nationwide Building Society Nationwide, TMW, UCB Nationwide Group 18 m 2010
Royal Bank of Scotland Various RBS Group 4m 2008
Advantage Home Loans Advantage Morgan Stanley 3m 2007
Capstone Mortgage Services SPML, Preferred, LMC Lehman Brothers 3y 2007
GE Consumer Finance Igroup, First National General Electric 1y 2004
Britannic Money Mortgage Trust, First Active Britannic Group 6y 2003
Chubb Insurance Co. Europe Chubb Insurance Chubb & Sons Inc 1y 1997
Frizzell Bank Limited Frizzell, Liverpool Victoria Liverpool Victoria 10 y 1996
Midland Bank / Bass / BUPA 3y 1987
CV - Simon Burrell Page: 1 of 6
CONTRACT HISTORY
Barclays Bank Mar 2010 to Dec 2010 (10 month contract)
Global retail and wholesale banking group.
Workstream Lead supporting Barclays Wealth team to implement market leading Group sanctions,
PEPs and country prohibitions screening solution:
Acting as single point of contact between senior Wealth, Group and vendor stakeholders
Maintaining high level project plan for global screening solution roll-out
Assisting in design and delivery of customer/list preparation, screening and alert workflow solutions
Sharing lessons learnt from Group business unit releases to optimise solution for Wealth business
Also, providing solution design and delivery support for Group AML Compliance project to utilise the
sanctions screening solution to automate screening against the Barclays Group AML Watchlist.
Nationwide Building Society Aug 2008 to Mar 2008 (18 month contract)
UK’s largest building society, offering current accounts, savings, mortgages, loans and credit cards.
Senior Business Analyst and Workstream Lead helping to deliver three regulatory projects:
Tactical Complaints Management (DISP):
- Managing testing & deployment of tactical solution to fixed deadline with zero post-launch defects
Strategic Complaints Management (DISP):
- Defining deployment strategy (pilot and big-bang) for roll out of solution to 15,000+ users
- Designing and developing automated training simulator tool to support large-scale roll-out
- Managing high quality training delivery (10,000+ training days) to UK-wide branch & admin teams
- Analysing and prioritising identified defects, categorising fixes for day 1 and post-live releases
Net Interest Income Modelling (SYSC, GENPRU, BIPRU, BSOCS):
- Reviewing potential regulatory material (PS09/16, 09/20, CP09/17 – liquidity, stress testing, risk)
- Defining scope and documenting “As Is” Net Interest Income / Interest Rate Risk solution
- Identifying and documenting requirements for enhancements to meet business/regulatory needs
Royal Bank of Scotland Apr 2008 to Aug 2008 (4 month contract)
Global retail and wholesale banking group.
Business/Systems Analyst assisting in the integration of ABN Amro Bank into the RBS Basel 2 capital
adequacy reporting regime, including:
Working with Group Credit Risk teams to confirm requirements and define functional solutions
Working with Group Technology teams to design tactical and strategic data feed solutions
Maintaining data feed specifications for product system interfaces to Group Risk Data Warehouse
Advantage Home Loans (Morgan Stanley) Oct 2007 to Dec 2007 (3 month contract)
Specialist mortgage lender, offering prime, sub-prime, buy to let and shared ownership products.
Consultant advising on decision automation to deliver on-line POS instant offer solution, including:
Helping client to quickly identify and address key problem and decision areas
Liaising with Credit/Project teams to redefine lending policy and identify business and system change
Transitioning knowledge to client teams, to progress project toward build and test phase
CV - Simon Burrell Page: 2 of 6
EMPLOYMENT HISTORY
SPML, Preferred, LMC (Lehman Brothers) Oct 2004 to Aug 2007 (3 years)
Specialist mortgage and second charge lender operating through SPML, Preferred and LMC brands.
Senior Business Analyst and Workstream Lead delivering projects to:
Manage testing and deployment of online Key Facts Illustration (KFI) for FSA MCOB regulation
Oversee design and delivery of online mortgage Decision in Principle (DIP) solution
Support introduction of RUP and UML into change management teams (via external consultants)
Manage vendor selection of POS/originations platform (directing Business, IT and Procurement)
Design industry leading mortgage online instant offer solution (managing team of 2)
Igroup, First National (GE Consumer Finance) Jul 2003 to Oct 2004 (1 year)
Specialist mortgage and second charge lender operating through igroup and First National brands.
Project Lead and Senior Analyst, liaising with IT and business teams, delivering projects to:
Launch Northern Irish mortgage products (origination / servicing – system & process changes)
Refresh core igroup mortgage products (working with senior team and Product Development)
Migrate First National brand new business processing onto igroup POS and origination systems
Mortgage Trust, First Active (Britannic Money) Jul 1997 to May 2003 (6 years)
Mortgage lender, offering flexible, self-cert and BTL products via Mortgage Trust and First Active brands.
Senior Business Analyst and Project Leader, managing teams delivering projects to:
Implement ADDACS/AUDDIS direct debit interfaces
Drive through combined technical and business initiatives to enable record lending targets (£1bn)
Introduce credit scoring to automate mortgage lending decisions (online and back-office)
Integrate products and accounts for two lenders to single servicing system (2000 man-days)
Design sections of Britannic Money Internet CRM site (membership and interfaces to core systems)
Project Delivery Manager, supervising team of 4, delivering 20 business initiatives (20-300 man-days):
Achieve FSA compliance for complaints, approved persons and AML (DISP, APER, SYSC)
Resolve third party system reconciliation issues (retrieving £200k of erroneous transactions)
Automate decision making and application processing for further advance lending
Implement a CRM based system access facility (linking AS/400, GUI, browser and MS Office)
Deliver multiple other business change and technology initiatives
Chubb Insurance Co. of Europe Sep 1996 to Jul 1997 (1 year)
Pan-European insurance underwriter.
Business Analyst, analysing requirements and designing insurance solutions for pan-European rollout.
Frizzell Bank (Liverpool Victoria) Jan 1987 to Sep 1996 (10 years)
Centralised retail bank, specialising in lending and banking for affinity group retail customers.
Systems Administrator and Business Analyst, maintaining systems and delivering projects to:
Deploy a series of functional enhancements to core lending and banking systems
Introduce credit scoring and develop PC based credit scoring and referral system (dBase/SQL)
Migrate loan books onto new systems by designing and implementing data conversions
Develop and maintain central MIS reporting suite using IBM Query/CL (managing team of 2)
Extract marketing data and generate pre-agreed new business mailings to existing customers
Provide third party administration service for Kleinwort Benson Private Bank high net worth clients
CV - Simon Burrell Page: 3 of 6
PROFESSIONAL QUALIFICATIONS, DEVELOPMENT & EDUCATION
Professional & Business Qualifications
GE approved training plan Six Sigma Green Belt certification 2003
Office of Government Commerce PRINCE2 practitioner accreditation 2003
Investment Admin. Qualification IMRO Regulatory Environment 2001
Introduction to Securities & Investment 2000
NEBSM NEBSM Supervisory Management Certificate 1994
Training & Development
Lehman approved training plan Project Management (Kepner Tregoe) 2006
FCSL in-project training and RUP & UML adoption – Object orientation; Software 2005
mentoring development best practices; Unified Process lifecycle; &
UML & visual modelling; Business modelling; Use case 2006
modelling & realisation ; Requirements management
Rational professional training Introduction to Rational RequisitePro 2005
GE internal training Change Acceleration – Facilitating Change 2004
IBM professional training Introductory workshop in IBM Project 2000
IBM professional training SYNON Database Design & Design to Construction 1998
Education
9 „O‟ levels & 3 „A‟ levels Maths (A), Further Maths (B), Physics (D) 1982
SOFTWARE SKILLS
Microsoft Project / Office / Visio proficient
Micrografx FlowCharter proficient
INTERESTS
Simon is Honorary Secretary of Ranelagh Harriers; one of the oldest running clubs in the country
(established 1881). He competes in 10k to marathon distance races and is a keen cyclist and traveller.
CV - Simon Burrell Page: 4 of 6
OPEN REFERENCES
Simon has been fortunate enough to work with some key people in the residential mortgage and retail
banking industries. Here is what some of them have been kind enough to say about that experience:
Janis Morgan – Verisim
Janis was Client Services Director at Verisim (a leading training simulation supplier) when Simon
engaged Verisim to develop a high impact, high volume system training simulation solution for
Nationwide
“Verisim often find themselves engaged by clients as the vehicle for providing a solution when the
original plan is failing to deliver. This invariably means that timescales are severely constrained and
stress levels are high. Simon was the perfect person to work with Verisim under just such conditions.
His organisational abilities, coupled with his conscientious approach to his work, never left us in the dark
about where the issues on the client side were. Simon’s wide business understanding and his
knowledge of the priorities being juggled allowed him to work with Verisim to deliver the best solution
possible. His pragmatic approach to resolving issues as they materialised was very refreshing, and
indeed, both parties benefited greatly from this. I would go as far as saying that it was a pleasure to work
with Simon on this project and hope that we will have the opportunity to work with him again one day!”
Chris Heather – Advantage Home Loans
Chris was Director of Projects at Advantage Home Loans (a wholly owned subsidiary of Morgan Stanley
Bank Int Ltd) when Simon joined in a consultancy role, working with the Credit and Projects teams to
construct an instant offer solution
"Simon greatly assisted Advantage with the development of its Instant Offer solution, and quickly
demonstrated not just a strong understanding of the technical and project requirements, but as
importantly an appreciation of the personalities involved across the wider business team. This enabled
him to bring people at all levels on board with some highly complex concepts, whilst challenging existing
thinking in a manner that also helped to develop the team. I have been delighted with the support that
Simon has shown to me and the business, and would not hesitate to re-engage him or recommend him
should a future opportunity arise."
Richard Wilson – Advantage Home Loans
Richard was Credit & Risk Director at Advantage Home Loans (a wholly owned subsidiary of Morgan
Stanley Bank Int Ltd) when Simon joined in a consultancy role, working with the Credit and Projects
teams to construct an instant offer solution
"From Simon's first meeting through to the last he added considerable value to the project. Simon
challenged thinking and greatly assisted the team in moving from ideas to solutions quickly, based on his
wider knowledge of software applications. Simon demonstrated a detailed understanding of the key
elements of the lending solution being evaluated and ensured the team's theories on application were
robustly scrutinised. Simon proved a real asset to the project team and key to the success of the
deliverable. His interpersonal skills were excellent and he quickly established relationships with key
members of the Credit function."
CV - Simon Burrell Page: 5 of 6
Nigel Ingram – Capstone Mortgage Services
Nigel was Director of Business Transformation at Capstone Mortgage Services (Lehman Mortgage
Capital Division) when Simon managed the selection of a new origination system supplier and launched
the programme to roll out the solution whilst combining three specialist lenders
"I was pleased to welcome Simon into my team while he was managing a thorough and well thought out
supplier selection initiative. He showed significant initiative and commitment in a critical and complex
programme of activity and I certainly appreciated his commitment to the cause Simon is clearly
knowledgeable about the mortgage industry and can adapt into a series of roles to support the prevailing
business need. This was demonstrated most recently in his management of a complex and
comprehensive automated underwriting solution for first charge sub-prime lending. I am happy to
recommend Simon to anyone looking for a top class secured lending expert."
Frank Eve – Frank Eve Consulting
Frank was asked by Lehman Brothers UK to provide an intermediary perspective in support of a solution
shaping initiative, aimed at providing an industry leading origination solution for the company
"Simon managed a series of workshops with suppliers, project personnel and business experts with a
view to arriving at a complete originations solution design. I found Simon to be a capable and well
informed professional who could manage at a high level and contribute at a detailed level. I would be
pleased to recommend his services."
Bill Cherry – Southern Pacific Mortgage Limited
Bill was Managing Director of SPML when Simon joined the team to roll out the broker-facing Electronic
Trading Platform web-site
"Simon came in to project manage delivery of key aspects of our broker-facing web tools. From KFI
through DIP to mortgage application submission, Simon proved that he could manage delivery of quality
solutions to fixed deadlines, whilst at the same time helping SPML to take significant steps forward in the
proposition we could provide the intermediary community."
Ken McGeachy – Britannic Money
Ken was Head of Application Development for Mortgage Trust when Simon implemented a series of
business critical projects across origination and servicing platforms
"During the six years Simon worked for me he proved himself to be an extremely capable individual
operating as both a Senior Project Manager and Senior Business Analyst. During this time he played a
leading role in the merging of two mortgage lenders onto a single servicing platform and subsequently
being responsible for the introduction of credit scoring and automated underwriting for both residential
and commercial mortgages. The latter project resulted in significant business benefits including 80%
increase in new business volumes being processed by a team that was reduced in size by 12% Simon is
an extremely dedicated and resourceful individual who can apply himself to complex business problems
and produce high quality solutions that incorporate both business and technology change. I would have
no hesitation in recommending Simon or using his services again."
CV - Simon Burrell Page: 6 of 6
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