Anne Marie Morris
About Anne Marie Morris
Anne Marie Morris is a Training and Competence Supervisor with over 15 years of experience in the financial sector, specializing in mortgage practice and customer support. She has worked for various institutions, including Age Partnership, Barclays, and Halifax, and holds qualifications from The London Institute of Banking & Finance.
Current Role at Age Partnership
Anne Marie Morris serves as the Training and Competence Supervisor at Age Partnership, a position she has held since 2021. In this role, she conducts call observations and Fact-Find checks to ensure compliance and promote positive customer outcomes. She collaborates with Market Leaders to provide quality assurance and remediation support, contributing to the overall effectiveness of the organization.
Professional Experience in the Financial Sector
With over 15 years of experience in the financial sector, Anne Marie Morris has developed a strong background in mortgage practice. Her career includes significant roles at Barclays, where she worked as a Mortgage Advisor and Supervisor from 2005 to 2021. She also held positions at TD as a Banking Services Specialist and at Halifax as a Credit Underwriter and Quality Checker, showcasing her extensive knowledge and expertise in the industry.
Education and Qualifications
Anne Marie Morris studied at The London Institute of Banking & Finance, where she achieved the Certificate in Mortgage Advice and Practice (CeMAP). Her educational background also includes a BTEC National Diploma from Colleg Gwent, completed between 1998 and 2000. Additionally, she attended Chepstow Comprehensive School from 1991 to 1996, laying the foundation for her future studies and career in finance.
Specialization in Customer Support
Anne Marie specializes in Interest Only Maturities, focusing on providing support to vulnerable customers and those facing financial difficulties. Her expertise in this area reflects her commitment to ensuring that customers receive appropriate guidance and assistance, particularly during challenging financial situations.
Track Record of Achievements
Throughout her career, Anne Marie Morris has demonstrated a proven track record in achieving and exceeding individual business plans. Her consistent performance in various roles within the financial sector highlights her capability to meet and surpass set objectives, contributing to the success of the organizations she has been part of.