Meet the Team: She-rel and Lydia – What is their role

by | Sunday 17th Oct 2021 | Oportfolio News

At Oportfolio, our customer service defines who we are and what we do. She-rel and Lydia both play a key role in our team, ensuring every one of our clients feels like they have received an excellent customer experience.

She-rel Edwards combines two roles – Team Leader and Senior Paraplanner. Firstly, she is in charge of ensuring all our new starters are comprehensively trained and that the whole Oportfolio team are continuously developing their knowledge and staying up to date with their qualifications.

Secondly, she works with as a paraplanner submitting applications on behalf of our financial advisors, working with lenders and solicitors, and handling the administration of applications from start to finish. She loves building relationships. In the video below she speaks about her role and how, as a team, we aim to make clients feel comfortable from the outset and confident we will do everything possible to help them achieve their goals.

Watch She-rel talk about her role and her work below:

Lydia Hume has joined us as a Client Account Executive and she works alongside She-rel and Natasha as part of our Administration team. She manages clients’ applications for both mortgages and protection policies from submission to completion, ensuring the process runs as smoothly as possible.

She recognises that the biggest challenge for our clients is securing the property they want to buy so she responds as rapidly as necessary and works closely with the relevant estate agents to alleviate any concerns. Lydia focuses on ensuring that each client is OK, they are fully up to speed with everything that is going on and their application is closely monitored throughout.

Watch Lydia talk about her role and her work below:

She-rel and Lydia are making big contributions to our clients as you can see in the 5-star reviews below posted by recent clients on Google and Trustpilot:

Amazing service!
“Jade and She-rel helped us with our mortgage and life insurance, explaining us all the details and obtaining a good deal, despite our delicate situation (first time buyers with 2 job changes).” Gaetano Alboreto

Great service
“The expertise and service I received from Jade, She-rel, Lydia and others, whose names I may have forgotten but are equally important, was exceptional. I came across Oportfolio when looking for a mortgage broker and can say that I would highly recommend, especially for someone who is a first-time buyer. If I am able to progress up property wise, Oportfolio is the mortgage broker I will turn too again.” Maurice Henry

Oportfolio were brilliant
“Oportfolio were brilliant, and I could not have got the property I wanted without them. I’d already consulted two other mortgage brokers, neither of whom were able to find anything remotely suitable. But Jade, Lydia, and team achieved what seems like magic! They found me a very reasonable mortgage for a most unusual property, and stayed on board with help and advice through to completion. I’d definitely go to them again and can recommend them highly and without hesitation.” Lisa Oxford

For more information about the Oportfolio team, visit our Meet the Team page.

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