Ranudika D

Compliance and Administration Analyst

WIS Accountancy Limited • Full-time

Jul 2025 - Present • 1 yr 1 mo

As a Compliance & Administration Analyst within the UK mortgage sector, I provide administrative and compliance support throughout the mortgage application journey, helping ensure cases are accurate, complete, well-documented and progressed efficiently. My key responsibilities include: * Supporting client onboarding and setting up new mortgage cases. * Collecting, reviewing and organising client documentation. * Conducting administrative AML, identity and credit-related checks. * Checking case information for completeness and identifying missing or inconsistent documentation. * Supporting accurate mortgage case packaging and submission. * Maintaining accurate and up-to-date records within CRM systems. * Tracking mortgage applications through key stages, including underwriting, valuation, offer and completion. * Liaising with clients, mortgage advisers, lenders and other stakeholders to obtain information and progress cases. * Maintaining clear audit trails of communications, documents, updates and actions. * Supporting compliance processes and internal procedures. * Managing multiple cases, priorities, deadlines and follow-up actions. * Identifying potential issues or delays and escalating them appropriately. * Supporting positive customer outcomes through clear, professional and timely communication. The role requires strong attention to detail, organisation, analytical thinking, confidentiality, communication, stakeholder management and effective case ownership within a regulated financial-services environment.

Customer Service Executive

HSBC • Full-time

Jul 2023 - Jul 2025 • 2 yrs

Supported UK mortgage operations through accurate financial reporting and electronic funds transfers. Developed and maintained strong relationships with internal and external stakeholders to support efficient service delivery. Assisted customers by investigating and resolving complex mortgage-related enquiries in a professional and timely manner. Identified potential operational risks and supported compliance activities in line with internal policies and procedures. Contributed to process improvement initiatives aimed at increasing operational efficiency and enhancing service quality. Managed competing priorities effectively within a high-volume, target-driven financial services environment. Maintained accuracy, confidentiality and attention to detail when handling sensitive customer and financial information. Collaborated with cross-functional teams to resolve issues and support positive customer outcomes.