Started with the practice in May 2011
Working with the advisers and their clients to assist in the processing of mortgage and protection applications; by liaising with lenders, solicitors and insurers.
Katie has worked within Financial Services since 2007, working her way up to her current position.
Katie’s day-to-day role within Carl Summers Financial Services involves the case management of Mortgage and Life assurance applications. This includes working with Lenders, Life Offices, underwriters and solicitors; ensuring cases are kept up to date until their completion.
This work involves working closely with the advisors and industry professionals, insuring each case is satisfactory completed.
Away from the office Katie’s interests include spending time with her Husband, along with going to the cinema and evenings out with family and friends.