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