Rebecca M Davis has over 15 years of experience in customer service, housing management, and mortgage advising. She has excellent communication, organizational, and management skills and thrives in changing situations. Her most recent role was as a Retirement Living Scheme Manager, where she managed up to 200 assisted living properties and supported residents with various needs. She previously served as a Retirement Living Support Coordinator and Registered Mortgage Adviser.

1. Home: 01935 329097
Mobile: 07730 277172
Email: rebecca.m.davis@hotmail.com
Rebecca M Davis
Personal Statement An enthusiastic, motivated individual with the knowledge and
experience to adapt to dealing with a wide variety of people in
an efficient and effective manner. Thrives on changing
situations, learning and developing quickly whilst utilising
existing problem solving skills. Excellent communication,
organisation and management skills.
Experience
May 2012 Yarlington Housing Group South West
Retirement Living Scheme Manager
Managing up to 200 Assisted Living properties both residential and communal
buildings.
Maintaining all Health & Safety aspects of the properties and grounds
recording accurate risk assessments and records for the properties and
residents.
Supporting residents with varying Mental Ill health, Learning Difficulties,
substance dependency or age related deceases to maintain their properties
and tenancies.
Registering and monitoring safe guarding for residents in association with
other agencies.
Strictly adhering to regulations and company policy surrounding paperwork
and security measures.
Personal Achievements
This position has enabled me to gain invaluable experience working within the
community and with all corners of society often dealing with complex issues
or challenging personalities. I have also gained vital experience with adapting
and developing to changes in requirements surrounding paperwork,
government requirements and Fire and Health & Safety. I have worked with
resident groups and outside societies to promote independent living and
wellbeing within the community.
Dec 2011 Yarlington Housing Group South West
Retirement Living Support Coordinator
Welcoming and risk assessing new residents to Assisted Living to establish
support plans to meet needs.
Arranging ongoing care and services along with Social Services and care
agencies clients and managing own diary to ensure quarterly targets are
exceeded.
Undertake regular wellbeing checks and assessments and adapting services
to changing needs.
Registering and monitoring safe guarding for residents in association with

2. other agencies.
Strictly adhering to regulations and company policy surrounding paperwork
and security measures.
Personal Achievements
Whilst in this position I completed an accreditation in Mental Health and
undertaken many training courses including Conflict Management and First
Aid. I have established, managed and maintained professional relationships
working with the residents and their families to ensure housing is adequate
and all needs are fulfilled whilst promoting independent living. As a lone
worker I have been self-motivational and set personal goals and deadlines to
work towards on a daily basis to ensure all tasks complete.
July 2005 Cheltenham & Gloucester Plc South West
Registered Mortgage Adviser
Meeting potential clients and managing own diary to ensure quarterly targets
are exceeded.
Providing professional advice on mortgages and associated insurances in a
compliant and ethical manner.
Managing the branch team and providing coaching and feedback when
required and in the managers absence.
Strictly adhering to regulations and company policy surrounding paperwork
and security measures.
Business generation through outbound telephony, mailing and referrals.
Personal Achievements
Whilst in this position I studied and attained the Certificate in Mortgage Advice and
Practice allowing me to carry out this position. I have gained exceptional sales skills,
regularly receiving recognition and incentive rewards for exceeding targets. The
customer interaction and service I provide has enabled me to build long and enduring
relationships with a large client database which, in turn has developed the business. I
have managed teams of varying sizes carrying out tasks such as the day to day
organisation of the branch as well as constructing staff personal development plans
and delivering group and individual training workshops.
May 2004 Cheltenham & Gloucester Sherborne
Customer Service Assistant
Providing information and banking services to customers face to face and
over the telephone.
Conducting appointments with customers to open and manage accounts
whilst identifying opportunities for potential cross sales and referrals.
Adhering to strict security measures and to the Data Protection Act 1998.
Managing customer expectations and resolving customer complaints to
ensure company reputation is upheld.

3. Personal Achievements
This position gave me the opportunity to deal with a wide range of customers and
further develop my service skills. My attention to detail and accuracy ensured that I
handled customer's personal savings without financial risk to the company. My
professional and personal approach meant that I built rapport and quickly developed
a portfolio of customers.
June 2002 Lloyds TSB Operational Service Center Taunton
February 2001 Focus DIY Store Taunton
January 2001 Anglian Windows Taunton
January 2000 Duck, Son & Pinker Musical Instruments Gloucester
October 1999 Argos Ltd Gloucester
Qualifications & Skills
9 GCSE’s
NVQ Level 2 (equi) Mental Health Accreditation
NQV Level 2 Retail Management
NVQ Level 2 Customer Service
CeMAP
ECDL (All Microsoft Office Packages)
Clean Driving License
First Aid Training
Hobbies I have a great interest in all genres of music and films. I enjoy
socialising with friends as well as reading. I am an artistic and creative
person.
References On request