1. Philip Michael Whelan
Address: 93 Grasmere Crescent, Nuneaton, Warwickshire, CV11 6EB
Email: philipwhelan@hotmail.com
Home Telephone number: 024 7634 4051 or Mobile: 07960623518
PERSONAL PROFILE
I am a dynamic and results-driven professional with considerable experience of managing and supervising staff
particularlyina salesandcompliance environment. Ihave experience of organizingandmanagingtrainingcourses to
meetthe individualsrequirementsandproject managing assignments to ensure they complete on time and within
budget. I possesses excellent interpersonal, communication skills with the ability to influence decisions and to
develop positive internal and external relationships. I enjoy being part of, as well as managing and motivating, a
successful and productive team and I thrive in highly pressurised and challenging working environments
EMPLOYMENT HISTORY
CountrywidePrincipal Services
February 2016 To April 2016 ComplianceMonitoringOfficer
Branch visitstosee mortgage advisers, salesmanagerandareamanagestocheck that all regulatorysystems
and processesare beingadheredto.
Compilingreportsforseniormanagementonthe findingof branchvisits’.
MortgageForce Limited - Derby Office
April 2007 November 2015. BusinessDevelopment Manager
Organisingandrunningtrainingcoursesforbothnewlyrecruitedpersonsandexisting Mortgage advisors
and administrators.
Providingcourseswhichinclude complianceandrequiredprocedures,withall aspectsof mortgagesand
protectionpolicies,usingthe companiesownmortgage sourcingandCRMsystems.
Ongoingtrainingandmotivationsessionstoassistadvisors andadministrators toexceedthe companiesand
personal goals
Helpingtodeveloptheirownbusinessesandcrosssalestargets
Communicatingcurrentmarketingcampaignsandthe bestformof implantation
Monitoringcompliance requirementsand dealingwithanyissuesraisedconducting12 1 ‘swithadvisers
Projectmanagingassignmentstoasuccessful conclusion.
Overseeingthe ITsystemsona day to daybasis
Mortgage Keys Limited
November 2003 – April 2007. Reason for leaving: Ceased trading
Sales Training Manager / Compliance Supervisor
Runninga teamof Mortgage Consultants
Training and motivating a team of sales consultants to meet their targets and to generate new leads
Having an active role in developing and implementing Mortgage Keys’ compliance procedures
Compliance Supervisor
Training consultants in 3 other offices/locations to generate leads and meet targets
Setting up office systems and overseeing the processing department
Developing new partnerships to generate leads
Meeting personal sales targets
Loan Link Limited
Oct 2002 – Nov 2003. Reason for Leaving: Offered a position at mortgage Keys Limited
Sales & New Business Manager
Advisingclientsonall aspectsof mortgagesandgeneratingnew leads.
2. Trainingandmotivatingof a salesteamof consultantto meettheirtargetsandto generate new leads
Personally advising clients and generating new leads
Ensuringall documentationiscompletedaccuratelybeforebeingpassedtothe Administration department.
Internet Intuitive Limited
Nov 2000 – Oct 2002. Reason for Leaving: Returned to Mortgage Industry
Sales Marketing /Office Manager
SellingITand internetrelatedproductstothe corporate marketincludingconsultancy,webdesign,web
hosting/collocationandhardware/software.
General runningof the office includingprocessingdocuments.
Organisingcompaniesmarketingincludingsalesteamandmail shots,producingstatisticstoidentify
profitabilityareasandoverseeingthe administrationdepartmenttoensure all documentationisprocessed
efficientlyandina timelymanner.
SellingITservicesandmeetingpersonaltargets. –Year 2001-2002 reaching110% of target achieved.
Identifyinganddevelopingnew areasof business.
Sourcednewhardware andsoftware andexpandednew consultancyareas.
Recruiting,trainingandprovidingcontinualmotivationtonew salesemployees.
Monitoringsalesstaff toensure personnel andcompanytargetsare met
Identifying exhibitions,arranged,designedand hostedthe standsduringexhibitions
Developingandoverseeingofficesystems
Instigatednewoffice proceduresforfastermore efficientsystem
PMW Financial Services
1991 – 2000 Self-Employed Principal
Sold Business
OperatingaFinancial ServicesConsultancy,advisingclients,corporate andindividualsoninvestments,
pensionplanning,mortgages,lifeassurance andarrangingsecuredandunsecuredloans.
General Brokerage i.e.Home insurance/Carinsurance etc.,
Arrangingseminarsandproductionof marketinginitiativesinordertodevelopnew business.
General runningof office include the processingof all documentation.
Ensuringthat all clientsand staff are properlyupdatedwithall relevantinformation.
Interests
Walking, snooker, football, andgardening.
Qualifications
Financial PlanningCertificatesPapers1,2 and 3.
CMAP
CompletedCompliance SupervisorsCourse
Please Note: Business and personal references are available on request