Meet Kay Watson

J Finance Kay Watson

This month we would like to introduce you to one of our Administrators – Kay Watson…

Q. What is your role at J Finance?

A. As an Administrator, my day to day role involves liaising with our clients. Once the advisors have arranged the mortgage or protection policies, it’s my task to gather documentation, deal with the lenders and insurers and ensure the process runs smoothly from start to finish! I am also responsible for cross-referencing the incoming payments for several hundred transactions every month.

Q. How long have you worked at J Finance?

A. In June I will have been with J Finance for three years. Wow, the time has flown by! Since starting my employment, the company has doubled in size, from 3 advisers we now have a team of 6 advisers plus administration!

Q. What do you like the best about working with J Finance?

A. I love being part of a fun, dedicated group of people, each unique, but together the company has a great family feel. I also like the autonomy given to manage my client’s applications; I like to pride myself in offering a personal service to each Adviser, and to their clients, building relationships to ensure the best possible outcome for each client whilst meeting their expectations throughout.

Q. Describe your typical day…

A. My day typically starts with checking and responding to my emails, and then it is on to my to-do list for the day. This involves liaising with my clients, the various banks/building societies and insurance companies, whilst chasing client applications and supplying additional information by way of lender portals, emails and fax.

However, no two days are the same and no two cases are the same! All cases require the personal touch and a keen eye for detail in order to get the client the mortgage offer they need.

Q. Where was your last holiday?

A. I am not sure if you would call it a holiday, more like home from home… but for the past few years, as a family, we have spent a couple of weeks each year visiting parents/grandparents who now live in the South of France.

Q. What makes you happy?

A. I know it may sound very cliché, but my family and friends! Spending time together building memories, especially with my two daughters who are growing up way too fast! I enjoy the daily challenges of my work, and feel a lot of job satisfaction, particularly when a really tricky case comes to fruition!