Katie Wilkinson Email & Phone Number
Equity Release Lifetime Mortgage and Later Life Lending Specialist @ Viva Retirement Solutions
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Katie Wilkinson Location
- Tonbridge, GB
Katie Wilkinson Work
- Equity Release Lifetime Mortgage and Later Life Lending Specialist @ (March 2023 - Present)
- Lifetime Mortgage and Equity Release Advisor and Team Leader @ (July 2021 - March 2023)
- Lifetime Mortgage and Equity Release Advisor @ (January 2021 - June 2021)
- Business Development Manager - Equity Release and Lifetime Mortgages @ (January 2020 - December 2020)
- Mortgage Services Manager (CII qualified) @ (July 2016 - January 2020)
- Senior Mortgage Consultant (CII qualified) @ (June 2015 - June 2016)
- Mortgage Consultant (CII qualified) @ (October 2013 - July 2015)
- Candidate Manager @ Kirkham Young Ltd (March 2013 - September 2013)
- Senior Customer Service Agent @ (October 2012 - March 2013)
- Customer Service Manager @ (March 2012 - September 2012)
- Service Delivery Agent @ (January 2011 - March 2012)
Katie Wilkinson Education
- Chartered Insurance Institute
CFA
2013-2021 - Chartered Insurance Institute
ER1 Equity Release
2020-2020 - Helenswood Sixth Form 2006-2008
- Helenswood School For Girls 2001-2006
Katie Wilkinson Skills
- Leadership
- Team Building
- Buy to Let
- Insurance
- Certified Mortgage Planning
- Mortgage Brokers
- Sales
- Investment Property Financing
- Selling
- Remortgage
- Customer Retention
- Start Ups
- Critical Illness
- Mortgage Consulting
- Mortgage Lending
- Team Management
- Team Leadership
- Income Protection
- Financial Services
- Estate Agents
- Life Insurance
- Mortgage Compliance
- Direct Sales
- Employee Relations
- Fixed Rate Mortgages
- Time Management
- Employee Training
- Interviews
- Customer Service
- Mortgage Insurance
- Management
- Teamwork
- Coaching
- Mortgage Servicing
- Call Centers
- Recruiting
- Investment Properties
- Performance Management
- Residential Mortgages
Katie Wilkinson Summary
- Katie Wilkinson, based in Tonbridge, GB, is currently a Equity Release Lifetime Mortgage and Later Life Lending Specialist at Viva Retirement Solutions. Katie Wilkinson brings experience from previous roles at OneFamily, Canada Life and Sequence UK Ltd incorporating Barnard Marcus - Brown & Merry - Fox & Sons - Will. Katie Wilkinson holds a 2013 - 2021 CFA @ Chartered Insurance Institute. With a robust skill set that includes Leadership, Team Building, Buy to Let, Insurance, Certified Mortgage Planning and more. Katie Wilkinson has 1 emails and 1 mobile phone numbers on RocketReach.
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