James Upson

Commercial Mortgage Consultant @Omega Commercial Solutions

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

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WORK HISTORY

Nov 2023 — Present

Commercial Mortgage Consultant @Omega Commercial Solutions

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Stevenage, GB

Working for a whole of market mortgage brokerage. My role consists of managing a portfolio, liaising with introducers from various different networks and clients from all over the world to discuss their financial requirements and find the best possible solutions to meet these requirements. In this role I will be using various different systems including lender portals, mortgage keeper, VAS (valuation portal), I also carry out important tasks such a writing up formal lending proposals, reviewing trading accounts, working to strict deadlines, reviewing valuation reports and property portfolios.

SKILLS

Financial AnalysisCustomer ServiceRetail BankingBankingRisk ManagementCash HandlingRelationship BuildingPortfolio ManagementLoansFinanceTime ManagementManagementTrainingCredit

ABOUT JAMES UPSON

Commercial Mortgage Broker

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James Upson — Commercial Mortgage Consultant at Omega Commercial Solutions in Stevenage, GB | Unifers