habito case manager | cii & ica fincrime certified |@ Habito
Croydon, Greater London, United Kingdom
Ellen Roberts
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Coloma Convent Girls' School
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FlashIntel GPTEllen Roberts is a highly experienced Case Manager with 12.1 years of work experience in the financial services industry. She has a strong skill set in customer service, Microsoft Office, teamwork, sales, and mortgage compliance. Based in South Croydon, United Kingdom, Ellen has a Certificate in Mortgage Planning and Financial Crime Prevention, with 7 years of experience in handling transactions from start to finish. She is dedicated to providing excellent service and achieving excellent customer outcomes. Ellen has a proven ability to manage multiple tasks and has a deep understanding of the wealth management industry.
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About
Case Manager with a Certificate in Mortgage Planning and Certificate in Financial Crime Prevention, with 7 years experience working in the financial services. Extensive experience in the handling of transactions from start to finish with a dedication to providing excellent service and good customer outcomes. Demonstrated ability to manage a multitude of tasks has resulted in a well-rounded administrator with knowledge across the wealth management industry.
Work Experience
habito case manager | cii & ica fincrime certified |
Case Manager
Financial Services
Ellen Roberts's Professional Milestones
- Sales Assistant (2011-10-01~2014-09-01): Achieved record-breaking sales targets, driving revenue growth and market expansion.
- Mortgage Administrator (2014-09-01~2017-10-01): Streamlined mortgage processing, improving the accuracy and efficiency of record time.
Education
Skill
Customer Service
Microsoft Office
Teamwork
Sales
Mortgage Compliance
Data Entry
Residential Mortgages
Buy To Let
Diary Management
Problem Solving
Cf6
Pension Administration
Certification
Colleagues
Neil M.
vp of engineering at habito
Tessa Hillier
vp of finance at habito
Garreth Griffith
Chief Risk Officer
Penny Desborough
vp of customer compliance & culture at habito
Ying Tan
ceo at habito💥 founder🚀 entrepreneur 🦄 board advisor 💰 author 📚 tv business mentor 🎥 angel investor 😇
Other Named Ellen Roberts
Frequently asked questions
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We found 1 Ellen Roberts's phone numbers
Ellen Roberts's social media include: Linkedin,
Ellen Roberts works for Habito
Ellen Roberts's role in Habito is habito case manager | cii & ica fincrime certified |
Ellen Roberts works in the industry of Financial Services
Ellen Roberts's colleagues are Neil M.,Tessa Hillier,Garreth Griffith
Ellen Roberts's latest job experience is habito case manager | cii & ica fincrime certified | at Habito
Ellen Roberts's latest education in Coloma Convent Girls' School
