Jenniel TaylorSamuel
BA Hons, CeMAP
Valley Ridge Drive
NW
Valley Ridge. Calgary,
AB TB V
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Highlights
Over seven years of increasing
responsibility in the financial services industry that developed my
analytical, problem solving and communication skills
Administration experience
in pensions, bonds, investment and protection products
Self motivated, effective
time manager, professional and organised
Team Talk liaison between
management and staff The Accident Group
Nominated Wesleyan staff premium
champion
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Relevant Skills and
Experience
Financial Background
Mortgage interviewing, underwriting
and packaging experience
Maintained and administered
financial products including bonds, income protection products, pensions
and savings plans
Managed a pipeline of over
mortgage cases from offer to completion
Assessed and administered
secured loan applications
Monitored and reconciled accounts
receivable
Leadership Skills
Acted as Administration Manager
for holiday cover at The Accident Group
Wesleyan Lamda debtors member
decreased debts from £, to £, as at March
Model office tester on the
Lamda migration project at Wesleyan in
Recognized as Wesleyan Star of the Month for outstanding performance
–
Provided training and staff
support on premium related queries
Communication Skills
Provided daily Excel sales
reports to senior management and prepared PowerPoint presentations for
management meetings
Proficient in Microsoft Office
XP
Functioned as the company
newsletter editor at The Accident Group
Developed interviewing skills
as a mortgage clerk at National Housing Authority
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Employment History
Customer Relationship
Team Member –
Wesleyan Assurance Society Birmingham,
England
Provided customer service
and administration support to Society members on investment and pension
products
New Business Consultant
Praxis Mortgage Solutions
Birmingham, England
Generated mortgage quotes
for brokers from telephone and faxed enquires
Administered credit checks
and decisions in principles while maintaining customer relationships
Mortgage Underwriter
Praxis Mortgage Solutions
Birmingham, England
Underwrote
mortgages for over eight prime and subprime lenders
Liaised with panel lenders,
brokers and clients to ensure timely offer of cases
Developed and maintained strong
relationships and communication with all parties
Mortgage
Completions Assistant –
Praxis Mortgage Solutions
Birmingham, England
Completed accuracy checks
and proactively gathered outstanding documents for completion.
Administered funds drawdown
requests and prepared completion documents
Mortgage Administrator –
Complete Mortgage Solutions Birmingham,
England
Packaged and processed mortgage
cases from application to completion
Prepared cases status reports
and cross selling of insurance products
Service Coordinator
Strapex UK Ltd
Birmingham, England
Assigned and monitored engineers
service calls and service levels
Processed product rental paper
work
Administrative Assistant
The Accident Group UK Ltd Birmingham,
England
Provided daily management
sales reports for decisionmaking and strategic planning
Prepared PowerPoint presentations
for management sales meetings
Mortgage Clerk
National Housing Authority
Trinidad
Conducted mortgage transfer
interviews and submission of transfer cases
Calculates rent and utility
arrears for transfer cases
Member Relations Officer
Eastern Credit Union Trinidad
Administered and maintained
member’s savings, loans and investment accounts
Provided financial advice
and customer service to clients
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Education and Professional
Development
Canadian Securities Course CSC Due
Canadian Securities Institute Canada
Bachelor of Arts Honours in Business
Management – First Class
University of Sunderland England
Institute of Financial Services
Certificate in Mortgage advice and Practice
CeMAP England
Chartered Institute of Marketing CIM
Certificate in Marketing England
Association of Business Executives
Certificate to Advance Diploma – Business
Administration England
