A Day in the Life of – Jordan Kay-Mills

Jordan tells us about a day in his life as a Client Relationship Manager at SPF Private Clients, including the day to day responsibilities of the role and managing a work/life balance.

I assist brokers with the keying of AIPs and mortgage applications. Day-to-day, I liaise with clients on their respective applications pre and post offer. I work alongside mortgage providers by supplying documentation and information to support cases we have in progress, while keeping active communication with solicitors to see an application through to completion.

What does your morning routine look like? 

I am (and always have been) an early riser! l like to make my way into the office for 8 a.m., where I’ll start my working day by speaking with each of the brokers that I work closely with to create a plan for the day ahead. I’ll create a to-do list, grouping together any tasks that can be done simultaneously or in quick succession (e.g. calling lenders, sending offers, responding to emails). I’ll start actioning these around 9am, which typically takes me up to lunch time.

What does a typical afternoon look like?

I like to leave my afternoons for keying decision in principles and applications, alongside completing the more general admin aspects for my cases. This could range from internal completion checks (to ensure we have accurate information on file), to invoicing clients, chasing procuration fees from banks and contacting solicitors to see if they’re able to provide any updates for our files.

What do you find to be your most productive time of the day?

Most definitely the morning. 8-9 is my ‘power hour’ for completing tasks without the phone ringing.

How do you manage your time to ensure you have a good work / life / home balance?

I’ve always worked best with pen, paper and a checklist! Each day I make an A.M. and P.M. to-do list and I like to tick off as I go. I’ve found little habits can go a long way and try to not dither on something that I know will only take me five minutes.

What is your favourite part of your working day in your role?

Telling a client that their mortgage has offered, or hearing that clients are off to collect the keys to their new property. Although no two cases are ever the same, the outcome usually always is – having a home that you can call your own.

What does a typical dinner time look like in your household?

My partner and I typically sit down to eat dinner around 6pm. 15-year-old me would be shocked to find out how much I enjoy a slow cooker recipe – I always used to dread coming back from school and seeing it on the countertop!

What do you do to unwind?

I enjoy cooking, baking and photography. On a typical weekend you’ll usually find me in the kitchen, baking something sweet and photographing it. When I commute into London, I like to read on the train to and from work to switch off.

If you could give one piece of career advice what would it be?

Don’t sweat the small stuff, which is easier said than done sometimes. Lead with your best foot forward, give 100% – you can’t ask for any more than that.

How important has your support network been in helping you through your role?

I consider myself very fortunate to have both an incredibly supportive network at SPF and at home – both are integral. A problem shared is a problem halved and having a great team around me helps me stay productive – and sane!

Does your job require a degree?

Not necessarily. I graduated from the University of Lincoln with a Batchelors Degree in Law. In 2017 I decided to move away from a legal career and move into finance – I’ve not looked back since!