Elizabeth Sharpley

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized
• Collaborated with team members to streamline processes and improve overall client experience
• Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
• Helped clients make informed decisions about financial future.

· Administration duties: maintaining files, follow-up on calls, emails and tasks with all respective clients and business partners, along with booking signing appointments and meetings.

· Managed customer calls effectively and efficiently in a complex, fast-paced environment.

· Reviewed mortgage approvals and declines based on client application.

· Checked loan agreements to ensure the documents are complete and accurate.

· Mortgage Protection Insurance applications for all approvals.

· Liaison with multiple partners for a seamless transaction: lenders, lawyers, realtors, building contractors and clients.

· Uploaded documents for compliance and payroll.

· Generated business with new and existing clients.

· Developed and maintained a positive rapport with policy holders.

· Exceptional client service and product knowledge.

· Oversee the safety of children in care.

· Created educational and fun activities for the children.

· Developed and monitored children to ensure they had enough rest, physical activity, and playtime.

· Prepared and served healthy meals.

· Maintained excellent verbal and written communication with parents and guardians.