David White

Chief Operations Officer @Simply Lending

Colchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2022 — Present

Chief Operations Officer @Simply Lending

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Having progressed from the Mortgage Broker role I have enjoyed being part of the following projects:• Devising and implementing a KPI system for both sales and administrative staff in order to improve quality, efficiency, cost effectiveness and to promote brand awareness.• Devising and implementing a work flow for a user base of 70+ in order to ensure processes are carried out in a uniform fashion• Devising and implementing an internal conveyancing quotation tool within a CRM system• Creating and maintaining an accurate specialist lender sourcing tool • Conducting monthly and quarterly reviews• Aiding the logistics of acquiring a mortgage firm

SKILLS

Life InsuranceFinanceCritical IllnessRelationship ManagementPortfolio ManagementLoansScottish WidowsBusiness Relationship ManagementSalesInsuranceFinancial RiskResidential MortgagesMortgage LendingIncome ProtectionProtectionFinancial ServicesRetail BankingCritical Illness InsuranceWealth ManagementBankingSavingsRisk Management

ABOUT DAVID WHITE

All views are my own.I have over 15 years of experience in financial services, which has taught me not only how to achieve results but also how to do so in the right way.In my spare time, I create games. You can play them here:

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David White — Chief Operations Officer at Simply Lending in Colchester, GB | Unifers