Charli-Jo joins the team!

 

 

Charli joins us with a wealth of experience in the finance industry, joining after serving the last 7 years at Halifax bank in the administration department. Charli joins our growing admin department to offer our advisers support submitting mortgage in principles and full applications, along with case progression. Charli’s attention to detail and drive to deliver client outcomes made her the ideal candidate to help us with all of our client cases to provide elite customer service. Ensuring applications are submitted quickly and accurately ensures that our clients get the correct advice, quickly and their applications are approved as quickly and smoothly as possible. 

 

During the interview process we were blown away by Charli-Jos determination to improve her skillset by self-funding her CeMAP qualification and studying around work commitments and being a mother of 2 young children, this will allow her to progress to become an adviser in the future. But also, her drive to deliver the best client outcomes despite the obstacles in her way to do that. 

 

Charli has already shown what an asset she will be here at Green & Green and were very excited to see what further impact she can have on the business to help us with our mission to help more people achieve their dream of buying their own home and making that experience as stress free as possible. Having Charli-Jo on board will help us make even more progress in the background to improve our customer experience and the service we can offer in the future. 

 

Please all join us in welcoming Charli-Jo to the team!