1. CURRICULUM VITAE
Lisa Warsop
Telephone: 07866752858
lisawarsop@live.co.uk
Self motivated, focussed and conscientious, with a positive attitude that enables me to
provide a very professional, high quality service. My knowledge of practices and
procedures, gained in a major clearing bank has given me many transferable skills. I
work well as part of a team or by myself, demonstrating effective leadership and
decision making. I successfully meet demanding targets and tight deadlines. Excellent
communication and interpersonal skills give me a good relationship with colleagues
and customers. Always keen to learn and develop new skills.
CAREER HISTORY
LLOYDS BANK PLS
Mortgage and Protection Adviser From January 2014 to present
• Help customers to apply for a mortgage when buying a property.
• Look at customers finances with them to see how much they can afford to
borrow.
• Help customers make financial decisions and explain complex things
clearly and simply.
• Explaining different types of products.
• Explaining about repayments and mortgage protection.
• Selling Mortgage related products such as buildings and contents
insurance.
• Dealing with estate agents, valuers and solicitors.
• Keeping up to date with new mortgage products and changes to
procedures and to the law.
• Successfully write up mortgage cases and check them so they pass the risk
process.
• Identify customer needs enabling my sales target to be met across all
mortgage needs including protecting the customers mortgage.
• Responsible for the support and training of colleagues in Mortgage
adviser role and conducting training to personal banking managers so
that they can complete mortgage promise agreements in branch.
• Actively promoted the banks products and services to increase customer
portfolio.
• Contacting potential mortgage leads on a daily basis taking responsibility
of my personal diary and ensuring I have an active diary on a daily basis.
• Managing my time effectively, ensuring I have time to see new customers,
work on existing case write ups and contact potential customers to book
in my diary.
• Controlled appointment booking to ensure I have the right number of
customer interviews to complete per day.
2. • Working as part of a team with the branch, looking for opportunities
customers may have for other members of the team to see.
• Running team training session ensuring the branch understands my role,
new offers and what support I need from them.
• Running monthly meetings with the branch manager, putting actions into
place to be the most successful branch and bank.
• Always putting the customer at the heart of everything and providing an
excellent customer service.
LLOYDS TSB BANK PLC
Senior Personal Accounts Manager from February 2009 to January 2014
Clifton
• Successfully dealt with customer’s accounts and enquiries face to face,
and by telephone and efficiently handled customer interviews.
• Greeted customers at welcome desk and ensured that their needs were
met.
• Gave customers financial advice and helped them fulfil there financial
needs
• Assisted in the achievement of branch sales and service quality targets.
• Identified customers lending and specialist product needs, enabling my
sales target to be met.
• Responsible for the support and training of colleagues in personal banker
roles and personal account manager roles.
• Responsible for the support and coaching of the cashiers to help them
identify customer needs.
• Responsible for running the branch when branch manager was not there.
Running morning team meetings and ringing in targets for the day and
week. Motivating staff in order to meet these targets.
• Successfully completed day to day administration.
• Ensured all procedures and routines were correctly followed to prevent
fraud.
• As a team member adapted to any task requiring completion.
• Achieved personal sales targets through management of a portfolio of
customers.
• Actively promoted the banks products and services to increase customer
portfolio.
• Successfully investigated and resolved concerns and complaints.
Personal account Manager from May 2004 to February 2009
3. Westbridgford, Beeston and Clifton
• Successfully dealt with customer accounts and enquiries face to face,
and by telephone and efficiently handled customer interviews.
• Actively promoted the banks products and services.
• Achieved personal sales targets through management of a portfolio of
customers
• Controlled appointment booking to ensure I had the right number of
customer interviews to complete per day.
• Gave customers financial advice in order for them to fulfil there
financial needs and wants.
• Assisted in the achievement of the branches sales and service quality
target.
• Identified customers lending and specialist product needs, enabling
my sales target to be met.
• Supporting other colleagues in more specialised roles, helping them to
fulfil customer financial needs.
Customer Assistant from May 2003 to May 2004
Clifton
• Greeted customers at the welcome desk and ensured their needs were
met.
• Assisted in the achievement of branch sales and services quality targets.
• Provided active support to colleagues, by identifying customer lending
and specialist product needs. Enabling sales targets o be met.
• Responsible for ensuring correct cash levels maintained in till and ATM
systems.
• Maintained cash supplies for daily requirement.
• Trained new team members.
• Successfully completed day to day administration.
PREVIOUS EMPLOYMENT:
Assistant Restaurant Manager from June 2001 to May 2003
Ma Potter’s restaurant, the cornerhouse, Nottingham
Various other part time jobs while in full time education, such as waitressing, shop
assistant, telesales and reception and filing work.
EDUCATION:
Rushcliffe Comprehensive School Sept 1993 to July 1998
South Nottingham College Sept 1998 to July 2000
De Montfort University Sept 2000 to sept 2001
4. PROFFESIONAL QUALIFICATIONS AND GROUP TRAINING
Mortgage apprenticeship – Currently in-progress
CeMap 1, 2 and 3 (completed 02/09/2013)
Certificate in Lending
Personal Account Manager Certificate
General Insurance Standard Council Certificate
Certificate in Customer Service level 1
Telemarketing Skills
Customer Complaint Handling
OTHER QUALIFICATIONS
G.C.S.E’S: English, Media studies, Sociology, Child development, French, Food
Technology, Religious Education, Science and Maths. (All grade C or above)
‘A’ LEVELS: Psychology grade D and Communication Studies grade C
NVQ level 1 and 2 in food and services
Basic food and hygiene certificate
Basic health and safety certificate
KEY SKILLS
Application of number
Information Technology
Communications
PC SKILLS
Microsoft Word.
Microsoft Excel.
Desk Top Publisher skills Certificate
RSA Computer Literacy and Information Technology stage 1.
PERSONAL DETAILS
Marital Status: Single
Date of Birth: 14/03/1982
Nationality: British
Driving Licence: Full driving licence and own car
HOBBIES/INTRESTS:
Keen member of local gym
Swimming, regular swimmer at Roko health club
Cinema
Socialising with friends
Reading
Looking after my two children
