Behind the scenes at clever mortgages – Beth

I would like to introduce you to Beth, one of our Mortgage Case Managers to find out what it’s like to be part of our team.
Beth

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We totally believe our staff are at the heart of what we do so this month we have decided to go behind the scenes and introduce you to two members of the Clever Mortgages Team.

I would like to introduce you to Sarah, who is one of our expert Mortgage Advisers and Beth, one of our Mortgage Case Managers to find out what it’s like to be part of our team.

Beth

What attracted you to join Clever Mortgages?

Beth: I had heard through friends that work within the company that they were a good company to work for with a happy working environment as well as a with a large team to be working alongside. There are also many different opportunities available to progress within the business.

What has life been like since you joined the Clever Mortgages Team?

Beth: As soon as I walked through the office door on my first day I felt like I fitted right in with not only my team but the company. It has been a busy and a challenging few years with lots of changes due to lenders criteria changes and COVID-19 also being factored in. For me my work life balance is a lot healthier compared to my previous employments and my confidence levels have grown a lot since being with clever mortgages both within my work and the opportunities given to me and also socially.

How has Clever Mortgages Team transitioned over the last 18 months with remote working?

Beth: I feel as though the team has transitioned well it was difficult to begin with due to it being very new for everyone however we adapted to this change over time. Although working from home being an administrator has its challenges due to a lot of work being paper based we worked around this whilst also sticking to data protection.

What were you doing before joining Clever Mortgages?

Beth: I was previously a nanny for 6 years before i moved to a travel agents. I feel like this role really helped me to progress into the mortgage sector due to a lot of similarities between the different roles.

Best part of your job?

Beth: Getting cases through to completion, especially the tricky cases and hearing the clients happy and thankful for the work we have carried out on the application has a whole.

What is the hardest part of your job?

Beth: Some of the lenders turnaround times as this is difficult to explain to clients especially when they are on time constraints.

How did you get into the mortgage field?

Beth: I was introduced to Clever Mortgages through my friend due to me expressing an interest in financial services. The mortgage sector is something that has always interested me due to me being at the age where buying a house made me look into the mortgage sector in more depth and it interested me.

Do you have any hobbies?

Beth: I mainly like to socialise with my friends going to the pub and shopping.

Favourite Instagram account?

Beth: Galslovehighstreet – An account which shares different outfits and where to buy them

Favourite Quote?

Beth: It is what it is – I realised in life you cant change things out of your control.

What advice would have give for someone looking to get in to the mortgage world?

Beth: To speak with a mortgage advisor and possibly visit a mortgage brokerage to find out what the job entails and the busy day to day activities. Also carry out research into what is needed qualifications etc.

Clever Mortgages is now part of Oak Mortgages Limited.

Don’t worry, you’ll still be looked after by the same friendly, experienced team you know and trust. We’re here to guide you every step of the way on your mortgage journey.

👉 Discover more about us at www.oakmortgages.co.uk or see what our happy clients are saying on Google Reviews.

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Zin Ameur
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Exceptional service from Vicki & the Oak Mortgages team, who were integral to ensuring I secured a competitive remortgage deal and took away the time burden in doing so, would highly recommend.
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Major Tom profile picture
Major Tom
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Unexpectedly had to source a small mortgage to complete a house purchase. We contacted Oak Mortgages to explain we were under prepared to start mortgage applications but they put in alot of leg work and employed the full use of their team to source the best value, conditions and terms that fit our situation. Contact was prompt and informative, with all questions answered and investigated with patience and clarity. The team were very empathetic and took on a level of customer care I didn't expect from a mortgage broker. Whether it was over the phone or by email, all information was presented and explained in the best way for us to make an informed decision on what we were buying and agreeing to. The team continue to provide that care even after mortgage offer is accepted and purchases are complete, and I look forward to speaking to them again in the future as they monitor mortgage rates and endeavour to advise what are the best options available going forward.
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Alex
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⭐⭐⭐⭐⭐ Absolutely fantastic service from start to finish. They’re the only mortgage brokers I use, and for good reason. The level of service, professionalism and dedication is second to none. Nothing is ever too much trouble, communication is excellent, and they’re always on hand to answer questions, explain the process and find the best possible solutions, even when things aren’t straightforward. With multiple property investments, it’s important to have someone knowledgeable, reliable and proactive in your corner, and that’s exactly what you get. I wouldn’t hesitate to recommend them to anyone looking for a mortgage, remortgage or property investment finance. They’ll certainly continue to be my go-to as I grow my property portfolio. Highly recommended!
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sunday ifenkwe
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They were very very professional and always willing and ready to respond to all my queries, guided me through this process simlessly. I am happy I used their services. I will also like to give a special appreciation to Vicki Redley she was very great and an amazing individual as she guided me all through the process.
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Ifenkwe Grace
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Well so far the experience with you guys has been pretty great
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Hannah Vivian
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Recently had Abby as our broker, who was super friendly and made the process smooth and easy. Thank you
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Stephen Dowding profile picture
Stephen Dowding
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My experience of Oak Mortgages has been unfailingly amazing. Abby is WONDERFUL at her job: super-kind, expert and patient and a huge credit to the company.
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G S
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From the very first contact through (what was a complex and hugely frustrating conveyancing process), to the day of completion, Oak Mortgages were the shining light that got us through. Sarah and her team were brilliant. They were responsive, caring, empathetic, knowledgeable, professional, and human at each and every stage. We are so grateful that we used Sarah and Oak Mortgages and highly recommend them to anyone wanting to guarantee that authentic, trustworthy approach from professionals who care. A top class act - 5 ⭐️⭐️⭐️⭐️⭐️
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DOBO and the Foodies
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Awesome service, helped me at every step on a journey I never thought at 50 I could make! Sarah is amazing available whenever I needed her highly recommend
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Caoimhe Clarke
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Thank you to Abby and the admin team at Oak Mortgages who have been fantastic in helping me secure a remortgage on my property. From my first phone call to Abby I was filled with confidence and the experience with the team was brilliant, especially when other companies involved were not so brilliant the Oak Mortgage team pulled out all the stops to make sure completion happened. I would highly recommend this company and will use their services in the future. Thank you again.
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