Andreea Matyas
@andreeamatyas
I guide clients through mortgage journeys, build referral relationships, and lead compliant, customer-focused financial service delivery.
United KingdomWhat I'm looking for
I'm currently leading a team at EMBRACE Financial Services in an estate-agency environment, delivering client-focused mortgage support from needs and eligibility discussions through to application progression.
At 1st Financial Foundations, I owned mortgage journeys from enquiry to application, building trusted client relationships and explaining suitable options clearly. I also represented the business across BNI, Women in Enterprise and Milton Keynes networking groups to develop referral opportunities.
My background at Connells and TSYS Managed Services EMEA strengthened my customer retention, case-management and FCA-compliance experience. I’m comfortable handling complex customer enquiries, maintaining accurate records and delivering structured follow-up.
I’ve also trained and coached new recruits, marked calls and provided ongoing feedback and mentorship. I bring clear communication, relationship building and practical ownership to every client and stakeholder interaction.
Experience
Work history, roles, and key accomplishments
Senior Financial Consultant
Embrace Financial Services
Apr 2025 - Present (1 year 5 months)
Leads a team within an estate-agency environment, delivering client-focused mortgage support and conducting consultative client meetings to assess needs and eligibility.
Independent Mortgage Adviser / Paraplanner
1st Financial Foundations
Feb 2023 - Apr 2025 (2 years 2 months)
Built trusted client relationships through needs-led conversations, assessed eligibility, and presented mortgage options. Represented the company in local networking groups to build referral opportunities.
Customer Retention Adviser
Connells
Jul 2022 - Jan 2023 (6 months)
Maintained accurate mortgage customer records, re-engaged Lifetime clients, and prepared them for mortgage review meetings while supporting complex mortgage-related enquiries.
Account Research Specialist and Process Coach
TSYS Managed Services EMEA
Feb 2018 - Jul 2022 (4 years 5 months)
Handled sensitive customer situations with empathy while collecting outstanding debt, worked in line with FCA guidelines, and managed the partial-settlement tracker. Trained new agents and provided ongoing mentorship.
Education
Degrees, certifications, and relevant coursework
London Institute of Banking & Finance
CeMAP, Mortgage Advice
2023 - 2023
Achieved CeMAP qualifications (1, 2 and 3) in 2023, demonstrating competence in mortgage advice.
CCC University
Bachelor's Degree, Public Relations
2010 - 2012
Grade: 2:1
Earned a 2:1 degree in Public Relations from CCC University in Castellón, Spain, from 2010 to 2012.
IES Caminas
Secondary School Diploma, General Studies
2007 - 2010
Completed secondary school and A Levels at IES Caminas in Castellón, Spain, from 2007 to 2010.
Tech stack
Software and tools used professionally
Availability
Location
United KingdomAuthorized to work in
Salary expectations
Job categories
Skills
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