Summary
Overview
Work history
Education
Skills
Certification
References
Timeline
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Gareth Malone LIB QFA

Drogheda,Ireland

Summary

Results-driven financial services professional pivoting into strategic sales roles, leveraging extensive experience in lead qualification, client advisory, and relationship management.

Skilled in guiding clients through complex financial decisions with trust and clarity. Proficient in CRM systems and digital sales tools, including Salesforce. Committed to leveraging skills to achieve exceptional sales performance and client satisfaction.

Overview

7
7
years of professional experience
1
1
Certification

Work history

Mortgage Executive

Penco Wealth Capital Advisory Limited T/A Which Mortgage
08.2024 - 07.2025
  • Qualify inbound and outbound mortgage leads, preparing them for advisor handover.
  • Conduct discovery calls and nurture clients until mortgage-ready.
  • Increased lead conversion by 40% and significantly improved nurtured client retention.
  • Maintain pipeline engagement using CRM and automated follow-ups.

Commercial Loans Administrator

Bank of Ireland
01.2024 - 08.2024
  • Prepared drawdowns and processed repayments, interest, and fees.
  • Monitored reconciliations and internal control reporting.
  • Proposed and implemented team efficiency improvements.

Mortgage Service Specialist

Bank of Ireland
01.2023 - 01.2024
  • Supported customers post-drawdown with mortgage servicing.
  • Handled needs analysis and resolved complex client queries.
  • Managed communications with internal and external stakeholders.
  • Recognised for maintaining one of the best call handling times in the department.

Customer Service Analyst

Accenture (Ulster Bank Project)
03.2022 - 01.2023
  • Guided Ulster Bank customers through account closure and switching.
  • Delivered high-standard support across large-scale transition.

Customer Operations Specialist

AIB Bank
07.2019 - 10.2021
  • Handled mortgage pre-approval pipeline and client coordination.
  • Ensured valuation compliance with Central Bank regulations.
  • Performed internal quality checks and reporting.

Bank Official

AIB Bank
09.2018 - 07.2019
  • Processed deposits and maintained financial accuracy.
  • Reduced errors and supported audit trail improvements.

Education

Professional Diploma - Sales Management

UCD Professional Academy
07.2025 -

Qualified Financial Advisor (QFA) -

Institute of Banking
Dublin
04.2001 - /2024

MTA Introduction to Programming Using HTML &CSS -

Pitman Training

BA (Hons) - Digital Humanities

Dundalk Institute of Technology
Dundalk, Louth

Skills

  • Client Advisory
  • Lead Qualification
  • Pipeline Management
  • Relationship Building
  • Objection Handling
  • CRM
  • Digital Sales Tools
  • Salesforce
  • Financial Product Expertise

Certification

Inbound Sales Certification, HubSpot Academy, 2025

References

References available upon request.

Timeline

Professional Diploma - Sales Management

UCD Professional Academy
07.2025 -

Mortgage Executive

Penco Wealth Capital Advisory Limited T/A Which Mortgage
08.2024 - 07.2025

Commercial Loans Administrator

Bank of Ireland
01.2024 - 08.2024

Mortgage Service Specialist

Bank of Ireland
01.2023 - 01.2024

Customer Service Analyst

Accenture (Ulster Bank Project)
03.2022 - 01.2023

Customer Operations Specialist

AIB Bank
07.2019 - 10.2021

Bank Official

AIB Bank
09.2018 - 07.2019

Qualified Financial Advisor (QFA) -

Institute of Banking
04.2001 - /2024

MTA Introduction to Programming Using HTML &CSS -

Pitman Training

BA (Hons) - Digital Humanities

Dundalk Institute of Technology

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Gareth Malone LIB QFA