Crystal Specialist Finance has appointed Dan Morris as key account manager and announced new dates for its successful workshop events.
Crystal Specialist Finance has appointed Dan Morris as key account manager and announced new dates for its successful workshop events.
With a national remit, Morris ’s role will focus solely on building relationships with brokers, using his experience and contacts to drive new enquiries, increase repeat business, educate the market on the latest lender panel products and offer individual analysis of market trends.
Jo Breeden, CSF managing director, said: “Brokers are the crux of our business, and it is imperative that we have the people, products and systems in place to ensure we can complete as much commercial business as quickly and seamlessly as possible on their behalf.
“I repeat that our ability to review and progress every single application by a team of experienced finance professionals remains a core principle of our service. Add to this mix a dedicated, hugely experienced key account manager in Dan and our service offering improves further still.”
He joins from HSBC where he held the position of mortgage and protection manager, prior to which he was senior personal banker.
CSF has also confirmed the dates of its latest broker workshops: Manchester, Thursday 6 October with Together; Newcastle, Thursday 27 October with Pepper Homeloans; Leeds, Thursday 10 November with Precise Mortgages and Glasgow, Thursday 17 November 2016 also with Precise Mortgages.
