Sofia Freitas
@sofiafreitas
I improve financial-support operations through structured problem-solving, team coaching, and practical process improvements.
What I'm looking for
At TSB Bank, I supervise Money Confidence support and help customers build better financial wellbeing while coaching teams to deliver outstanding service.
Across roles including Mortgage Promise Partner and Local Banker, I’ve used data analysis, customer due diligence, anti-money-laundering awareness, and careful administration to manage complex customer needs. I focus on simplifying workflows, improving accuracy, reducing manual work, and resolving root causes before issues recur.
I bring earlier leadership experience from hotel operations and a background in speech and language therapy. I’m motivated by the behind-the-scenes operational work that brings structure, clarity, and reliable organisation to fast-paced teams.
Experience
Work history, roles, and key accomplishments
Money Confidence Supervisor
TSB Bank
Jan 2021 - Present (5 years 9 months)
Supervises team to empower customers in building financial wellbeing, focusing on quality management and operational excellence.
Mortgage Promise Partner
TSB Bank
Dec 2019 - Present (6 years 10 months)
Worked as Mortgage Promise Partner at TSB Bank.
Local Banker B
TSB Bank
Feb 2019 - Jan 2021 (1 year 11 months)
Worked as Local Banker B at TSB Bank.
Local Banker A
TSB Bank
Jun 2018 - Feb 2019 (8 months)
Worked as Local Banker A at TSB Bank.
Housekeeping Manager
Central Facilities Group
Aug 2016 - Jun 2017 (10 months)
HIlton Bournemouth
Responsible for running and supervision of housekeeping department of the hotel.
responsible for running the hotel shift and the ground floor team of the hotel. duty manager on all areas: bar, restaurant and reception
Worked as F & B team member at Premier Inn.
Speech And Language Therapist
Self-employed
Apr 2012 - Apr 2014 (2 years)
Speech and Language Therapist on a freelance basis
Speech And Language Therapist
Ministério da Educação - DGRHE
Nov 2012 - Jul 2013 (8 months)
Speech Therapist working with deaf students
Speech And Language Therapist
Universidade Fernando Pessoa
Jan 2010 - Nov 2012 (2 years 10 months)
PASOP Projecto Ambulatório de Saúde Oral e Pública.
Education
Degrees, certifications, and relevant coursework
Oxford Home Study Center OHSC
Strategic Planning (short course)
2024 - 2024
Oxford Home Study Center OHSC
Construction Management
BCS The Chartered Institute for IT
Essential Digital Skills Programme , Future Skills Framework
Oxford Home Study Center OHSC
Short Course, Strategic Planning
2024 - 2024
Completed a short course in Strategic Planning from January to April 2024.
National Association of Young Entrepreneurs (ANJE Portugal)
Microbusinesses, Entrepreneurship/Entrepreneurial Studies
Focus on the process of building a business plan for microbusinesses. 25hours
Universidade Fernando Pessoa
Bachelor's degree, Speech-Language Pathology/Pathologist
2004 - 2009
Oxford Home Study Center OHSC
Course, Construction Management
2024 -
Pursued a course in Construction Management starting in April 2024.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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