Kate Ley Cemap Cerer

Mortgage & Protection Consultant @Mcb Financial Services Ltd

Norwich, GB

Provide advice across a wide spectrum of financial and insurance products, including residential mortgages, buy-to-let, self-employed lending, expats, later-life, bridging & development finance, and HNW client solutions in alignment with clients\' unique needs and goals.• Partnered with IFAs and Estate Agents to secure referrals while leveraging strong interpersonal skills to win over headstrong clients and deliver optimal solutions.• Managed complex cases and guided clients through actionable steps over time to position them as favourable candidates for lenders.• Maintained Competent Adviser Status (CAS) to manage all aspects of the client journey, from initial research to final solution delivery.• Serviced complex and high-net-worth clients with layered incomes, equity release needs, and investment properties, focusing on satisfaction and long-term relationships.• Oversaw complex cases involving bridging, development, and commercial finance to drive optimal client outcomes.

The London Institute of Banking & Finance

Certificate in Mortgage Advice and Practice (CeMAP)

LIBF

Certified Practitioner in Specialist Property Finance

LIBF

Certificate in Regulated Equity Release (CeRER)