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Sharon Jayne Davies

6 Clos Glanlliw Pontlliw


Swansea West Glamorgan SA4 9EH
Tel 07812007892 – shish1964@yahoo.co.uk
linkedin.com/in/sharon-davies-023250b5

Personal statement

A conscientious and professional manager with over 32 years’ experience in Retail Banking,
Mortgages and Investments currently seeking a NEW challenge in surrounding area or remote.

With a ‘can do’ attitude I bring drive, commitment and originality to the workplace resulting in a
positive impact on a team's overall productivity. I believe that learning, team building and
communication within an establishment can help it achieve its goals.

I have a vast amount of experience in providing both efficient and effective customer service, always
working to the best of my ability. I have always been an extremely ambitious individual and the skills I
have acquired during my working career can be utilised for the good of my employer, my customers
and personal satisfaction.

Key Skills

 Active Management
 Mortgage Compliance Management and Development
 Team Management
 Manage FTE
 Branch Director and Manager
 Industry-Banking-Finance
 Excellent communication skills, both written and verbal
 Passionate, energetic and always provides the best.
 Very proud, supportive, and respectful individual
 Embraces change, makes decisions and always keeps promises.
 Proven previous track record in generating approx £1m of business each year when carrying
out Mortgage Advisor role
 Fully experienced on Insurances,
 Team player and also can work alone using own initiative.
 Excellent, empathetic communicator with a real flair for getting into the detail of things.
 Ability to demonstrate excellence in my field.
 Proven track record of working in a targeted sale environment.
 Excellent customer service
 Proven customer relationship management experience
 Self-motivation to seek out new opportunities.
 Previous use of mortgage-specific software
 Attention to detail.
 Motivated

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Employment History

Compliance Development Manager at Stonebridge – Mortgage and Insurance


Network
(Sept 2021 to Present)

Mortgage Advisor at Brilliant Money


(March 2021 to August 2021)

Mortgage and Protection Advisor at Mortgage Advice Bureau


(November 2016 to February 2021)

Branch Director (previously Branch Manager) Retail Santander


(June 2002 – November 2016)

Financial Advisor Santander (previously Abbey National)


(October 1996 – June 2002)

Mortgage Team Leader Abbey National


(May 1992 to October 1996)

Mortgage Clerk Abbey National


(January 1989 to May 1992)

I am an experienced Mortgage Compliance Development manager and a previously highly successful


Mortgage Broker within the Mortgage industry whilst providing outstanding customer service
throughout. I have worked on both a self employed and employed basis.

I have previously managed a team of 11 people, consisting of 1 Mortgage Advisor, 1 Business


Banking Manager, 1 Select Relationship Manager, 3 Personal Bankers, 1 Customer Service Manager
and 4 Cashiers. The tasks I carried out and my responsibilities were as follows:-

 Achieves Financial Centre activity and Commercial goals


 Prepare for, participate in and contribute to reviews and development sessions with line
manager and team.
 Always keep up to date on and evidence my understanding of products, processes and key
business messages
 Encourage my team via role modelling to recognise each other's behaviours in line with
Santander Way.
 Embed and bring passion to digital services available, ensuring I am personally advocate
 Ensure key line management activities are undertaken and documented including team career
conversation.
 Carry out regular observations and coaching with team (tailored to the individual) to ensure
team always remain compliant.
 Recognises where individuals need additional support, identifying the root cause and
supporting with appropriate actions to address.
 Demonstrates appropriate delegation of responsibilities and tasks to the team to achieve
balance of workload and provide development opportunities.
 Use personal behaviours and actions to motivate and empower the team.
 Build digital advocacy with all team members and promote correct data capture.

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 Ensure that the competence of team is continually assessed, and the standards required are
evidenced in interactions with customers. If standards are not achieved, support is provided
and the situation would be monitored to ensure actions are followed. This process ensures the
individual can achieve the standards required.
 Manage FTE to budget and owns the recruitment pipeline.
 Takes personal responsibility to identify risks and opportunities. Assesses and manages risk
and suggests alternatives where appropriate.
 Responsible for understanding where all risks are and following recommended controls.
 Proactively takes personal responsibility for ‘doing the right thing’ whilst suggesting specific
actions that could minimise or mitigate the risk.
 Completes all risk paperwork within required timescales.
 Promotes and evidence active management of supervisory responsibility balancing quantity
and quality in parallel.
 Always adheres to all Regulatory and Compliance guidelines.
 Influences Financial Centre team and colleagues to adopt the right behaviours to ensure
excellent Customer Service and Customer Satisfaction is provided at all times.
 Proactively leads the customer service model in branch, including the use of digital booth and
Wi Fi
 Demonstrates ownership for customer experience throughout their journey.
 Growth of the business evidenced in all areas of branch profile for active and loyal customers.
 Manages team to identify opportunities to then maximise opportunities to create value for
customers.
 Ensures teams are identifying opportunities and referring to colleagues in Mortgages,
Protection, Business Banking and Financial Planning
 Daily monitors the volume of customer appointments pre-booked and pre-qualified to achieve
agreed diary standards as defined in teams quarterly Activities and Expectations

* During career with Abbey National and Santander

Level 3 in Leadership and Management (ILM)


CEFA 1, 2 and 3
CEMAP Bridge
Certificate in Management Studies

*Swansea College
(Sept 1980 – June 1982)

Diploma in Bookkeeping and Accounts


Distinction in Audio Typing
Diploma in General Office Skills

*Comprehensive School Llanelli


(Sept 1974– June 1980)

GCSE’s

English – A
 Mathematics – B
 Commerce –B
 Welsh -C
 Art -C

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Hobbies & Interests

I am a qualified Aerobics Instructor since 1993. Keeping fit and encouraging others to join in is a
passion of mine. I like to run and have taken a few running classes to inspire others to live a healthier
lifestyle. Other hobbies include Geocaching, Paddle boarding and Cycling.

Frequently, I participate in sports events to help raise money for charities and where possible will
always aim to create a group entry rather than individual to encourage others to join in the fun.

References

References are available upon request.

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