Rishika G

Admin Service Associate

Aviva • Full-time

Jun 2022 - Present • 4 yrs

I am a Mortgage and Regulatory Operations Professional with 3+ years of experience in the UK financial services industry. I currently work with Sesame Bankhall Group (SBG), an Aviva-owned financial services organization, where I have progressed through multiple roles based on performance and expertise. I joined SBG in July 2022 as an Executive and successfully completed CeMAP and CertPro certifications, gaining strong knowledge of UK mortgage and protection products, affordability assessments, customer eligibility, and regulatory requirements. In May 2023, I was promoted to Senior Executive, specializing in compliance reviews and quality assurance within an FCA-regulated environment. I reviewed mortgage and protection cases, identified compliance gaps, supported advisers, and consistently maintained high-quality standards. During this role, I was recognized as Employee of the Month three times for outstanding performance. In April 2025, I was promoted to Admin Service Associate, where I manage mortgage and protection case files, support advisers, conduct compliance-focused documentation reviews, maintain audit-ready records, and ensure smooth case progression through CRM systems and operational controls. My expertise includes mortgage operations, FCA compliance, Consumer Duty requirements, quality assurance, regulatory documentation review, adviser support, risk identification, workflow management, and customer communications. I am proficient in Smartr CRM, Salesforce, Microsoft Excel, Mortgage Brain, and Solution Builder. I am known for my attention to detail, regulatory awareness, problem-solving abilities, and commitment to delivering accurate, high-quality work while maintaining the highest professional and compliance standards.