Pippa Beams
Pinehaven
Summary
Client manager and loan writer with over 20 years of experience in the finance industry. Proven track record of delivering exceptional service standards and achieving high customer satisfaction rates. Expertise in client relationship management and loan processing. Strong ability to analyze client needs and provide tailored financial solutions.
Overview
24
24
years of professional experience
Work History
Client Manager
Squirrel (formerly the Home Loan Shop)
10.2015 - 04.2024
- Act as the primary point of contact between clients and lenders, ensuring a seamless mortgage application process from initial inquiry through to settlement.
- Manage a portfolio of client accounts.
- Coordinated submissions to multiple lenders
- Liaise with banks, solicitors, and other third parties to facilitate efficient processing and settlement of loans.
- Maintain compliance with industry regulations and internal policies, with a strong focus on accuracy, privacy, and customer care.
Relationship Manager
Lifetime Home Limited
04.2024 - Current
- Cultivate relationships with clients seeking retirement income options.
- Evaluate properties against eligibility criteria and prepared submissions for senior leadership review.
- Monitor client interactions throughout lengthy application and agreement processes.
- Draft legal documentation while coordinating with solicitors and valuers.
- Maintain CRM system
Multiple
ASB
09.2001 - 10.2015
- Personal Banker - Specialist Broker, 01/2005 to 05/2007, 04/2015-10/2015
ASB Bank
Providing exceptional customer service to external mortgage brokers
Processing high volumes of applications from application stage to after settlement
Having a full understanding of loan policy to make credit decisions for the bank, and to ensure that the
clients needs are met
Negotiation of pricing requests
Processing complicated lending scenarios, and being able to read financial statements - Personal Banker, 01/2003 to 01/2005
Opening accounts and selling products like insurances and credit cards
Processing loan applications from initial stages of enquiry to settlement
Referring clients for further advise regarding insurance and investment
Providing exceptional customer service - Customer Service Officer, 01/2001 to 01/2003
Cash Handling and transactions
Recommending and selling products directly to clients
Answering questions and assisting with enquiries
Understanding bank services, products and policies.
- Customer Service Representative, 01/2007 to 4/2015
ASB
During this time, I worked part time with ASB, while my three children were at pre-school.
I worked a variety of roles in 7 day branches, as well as in the cash processing centre at nights
Updated account information to maintain customer records.
Provided primary customer support to internal and external customers.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs
and resolving concerns.
Education
Busary (7th Form) -
Chilton St James
Lower Hutt11-1995
Skills
- Analytical problem solver
- Communication skills - both written and verbal
- Database/CRM Management
- Systems and software programs
- Efficient multi tasker
- Thrives in a team environment
- Experience liaising with banks, lenders, and solicitors
- Understanding of compliance requirements and financial regulations
Timeline
Relationship Manager
Lifetime Home Limited
04.2024 - Current
Client Manager
Squirrel (formerly the Home Loan Shop)
10.2015 - 04.2024
Multiple
ASB
09.2001 - 10.2015
Busary (7th Form) -
Chilton St James
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