Sarah McMurdo has over 5 years of experience in administration and customer service roles, including her current role as a Financial and Mortgage Administrator. She has strong skills in organization, initiative, compliance, teamwork, and administration. Previously, she worked as a PPI Investigator coordinating cases and building rapport with clients. She also has experience in teaching, hospitality, and sales. Sarah has a BA in Primary Education and is currently working towards her CeMap financial sector qualification.

1. Sarah McMurdo
Experienced Administrator
Grantham NG31
smcmurdo2@gmail.com - 07983 888606
I am an accomplished, versatile and results-driven professional with a proven track record in customer services,
administration duties and previous teaching. I have 5 years’ experience in an office environment and I work
confidently and efficiently with Microsoft Office software. I am currently working through the Cemap qualification
which is the financial sector qualification. I am currently working in the financial sector aiding Advisors in the
sale of mortgages and insurances. It’s a fast paced environment due to completion dates and client’s needs.
I have also previously helped people with their debt issues and choices. Also in my career I have had
to be highly motivated having a proven track record in customer care and people management. I have
worked consistently to targets and time scales. My problem solving skills and clear communication direction
always ensures excellent service standards are delivered to and beyond expectations. This has contributed
to developing successful relationships with internal and external clients.
I have an excellent eye for detail and I am able to adapt to any given situation. I have skills in dealing with people
from all walks of life and the ability to get along well with others has grown over the years as my previous roles
have all expected me to work in teams and also on my own initiative along with working with management.
Previously to my Administration roles I trained as a teacher in primary education, I have also worked in the
hospitality industry and also sales. (Further information can be given on request). My vast skills have been
transferable throughout my career positions.
WORK EXPERIENCE
Financial and Mortgage Administrator
LWF and Monument Financial Solutions Ltd - Newark-on-Trent - June 2015 to Present
Responsibilities
A full time role aiding the process for Mortgage Advisors to aid their clients through the process of completing
their mortgage needs and also applying for life insurance and buildings and contents insurance. Daily activities
include meeting with the advisors for any new mortgage applications that have been applied for, client and
lender emails, contacting lenders for information required and turnaround timescales, contacting solicitors
for completions, liaising with clients for further information, uploading confidential documents, inputting
confidential information.
My role is face paced in order to aid clients in their purchase or re-mortgage of their property. I work within a
small team that all mix roles depending on advisor and client needs. The process from start to finish must be
compliant with the FCA rules and The Right Mortgage Company. Each case is checked thoroughly throughout
the application process, so there is no area for mistakes. I have had the opportunity to learn new processes
and legal information during my time at this employment. This has enhanced my skills further.
Accomplishments
When I started my role in this company their admin and outstanding work had been neglected due to a change
in their business. I managed to organise the system by setting up a chase system for lenders and client
requirements. A time scale system was put in place in order for applications to complete on time. Learnt how

2. to apply for applications and upload documents so the advisors could concentrate on selling more increasing
the revenue into the company.
Skills Used
Organisation
Initiative
Knowledge
Experience
Compliance
Team work
Administration skills
Microsoft & Technical knowledge
Rapport building with Advisors, clients and lenders
PPI Investigator/Case co-ordinator/ Case Officer
PayPlan Partnership Ltd - May 2012 to June 2015
May 2012- Present
A full time role accurately assessing clients needs to ensure that they are in a correct debt solution option
and ensuring that they meet the criteria for an IVA. To ensure that clients have all the support necessary for
an IVA to be proposed by identifying clients' needs and reacting to these. Previous role in PPI Investigations
negotiating with several companies and clients at once. Investigating information in order to achieve the result
needed for a successful claim.
• Insolvency queries and Investigations
• Experienced Technical knowledge
• Proposing legal documents
• Meet client care and remain compliant at all times
• Pro-actively gain client trust by building rapport, acknowledging and guiding
• Manage my own case-load and carry out additional tasks as requested
• Enter and update client information accurately and professionally
• Produce and maintain documentation that is compliant with regulatory bodies
To achieve set key performance indicators.
Administrative and Sales
Civil Defence Supplies - February 2012 to March 2012
A full time role communicating with police forces all over England, Scotland and abroad. Answering any queries
and placing orders for the products the police needed for the defence roles. Organising the assembly of the
products and the delivery at the time specified by the client. Arranging regular meetings and weekend get
together to sample the products before purchase.
• Telephone communication
• Arranging meetings
• IT skills
• General Admin services, i.e. filing, database, reorganising files.
Teacher
Leasingham Primary School - Lincolnshire, UK - November 2010 to March 2011
Teaching year 1 through to year 5 in primary education as a trainee teacher. My role was to aid the main
teacher but also to take the class on my own initiative and plan all lessons. I also undertook report writing and
setting learning targets. All children had to reach their targets at a set time.

3. • Teaching all core subjects
• Classroom management/ behaviour management/ Assessment/ marking/report writing
• Planning and preparation of children's work
Further school placements available on request
Previous to University: my previous employments were in the hospitality sector in Catering and services.
Customer Service
Mark Jarvis - Sleaford - 2001 to 2004
My role was welcoming customers and visitors into the shop, handling cash quickly, accurately and responsibly.
Promoting products and services, Promoting machines that were available in the shop and providing a friendly
and efficient service so as to encourage repeat business. We were expected to open and close the shop and
work alone during the morning and evening shift. We had to adhere to the Human Resources Policies and
Procedures.
Chef
White Hart Hotel - Sleaford - 1998 to 2001
I managed a small team of kitchen staff and restaurant staff at the White Hart Hotel in Sleaford. I ran a small
team of kitchen staff and waiting staff in the White Hart Hotel. My duties was to place orders and track products,
delegate duties to each member of staff, ensure high quality of food preparation, health and hygiene and
turnaround of quality food. All training of staff needed to be updated regularly and customer service was priority.
I also helped with staff turnaround, training and wages. I was not the manager but on several occasions I was
to take on the role when the manager was away from the hotel.
The hotel mainly catered for working groups that came from Ireland and Wales, contracted to work on the
local RAF base. We had to cater for their needs and time of their work. This would mean unsociable hours
and long hours 7 days a week.
Little Chef
White Hart Hotel - Sleaford - 1998 to 1998
998
I was the front chef working alongside waiting staff and delegating roles for the day. Shift work and unsociable
hours. Catering for families, business men and transport companies. Multitasking skills were needed for this
role as many orders at once and a small staff group.
Quality Controller
Padleys - Anwick - 1997 to 1997
I inspected food quality, temperatures, cleanliness and equipment for faults. Updated records on a regular
basis and reported to management.
EDUCATION
BA in Primary Education
Bishop's Grosseteste University College Lincoln - Lincoln
2008 to 2011

4. SKILLS
CeMap Knowledge (Less than 1 year)
ADDITIONAL INFORMATION
Key Competencies
➢ Communication
➢ Investigations
➢ Adaptable
➢ Very organised
➢ Training/Teaching
➢ Problem solving
➢ Effective Management of Self
➢ Negotiating