SBCL

Simon Burrell Consulting Ltd

Business Solutions for Banking

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Simon has been fortunate enough to work with some key people in the secured lending, retail and private banking sectors. Here is what they have been kind enough to say about that experience:

Julie Hutton

Julie was Head of UK & Jersey Change at UBS Wealth Management

“Quite simply Simon is one of the best project managers I have ever worked with, thorough, meticulous attention to detail, accountable, delightful and he delivers every single time to expectation. A huge asset to every team.”

Elana Goetz

Elana was the Regulatory Programme Manager in UK & Jersey Change at UBS Wealth Management

“Simon in an exceptional PM and BA. He is hard working, reliable and meticulous in the way he plans and runs projects. He has an amazing knack for being able to predict exactly how an activity will unfold and is one of the few project managers who never seems to be surprised by a twist or an unforeseen challenge as he has thought about it so well from day one. Simon is articulate and clear in his communication. His project documentation is always excellent, and he keeps his stakeholders and team up to date on what is coming next. Simon is one of those few individuals you come across in your career where you can completely trust in him to get the job done with minimal oversight and little fuss. I would highly recommend Simon and would happily work with him again at any point in the future.”

David Lakeman

David was the Mortgage Operations Manager at UBS Wealth Management

“I have worked with Simon for almost 10 years and during this period we have collaborated together on numerous projects and product enhancements including both regulatory and internal. Simon has an extensive knowledge of the UK mortgage market and this knowledge and his experience has proved invaluable over the years ensuring successful delivery is achieved. Simon has an analytical approach, an excellent eye for detail and is great at putting the correct stakeholders together which makes him an ideal project manager or analyst and would be an asset to any company.”

Janis Morgan

Janis was Client Services Director at Verisim (a leading training simulation supplier) when Simon engaged Verisim to develop a high impact, high volume system training simulation solution for Nationwide

“Verisim often find themselves engaged by clients as the vehicle for providing a solution when the original plan is failing to deliver.  This invariably means that timescales are severely constrained and stress levels are high.  Simon was the perfect person to work with Verisim under just such conditions.  His organisational abilities, coupled with his conscientious approach to his work, never left us in the dark about where the issues on the client side were.  Simon’s wide business understanding and his knowledge of the priorities being juggled allowed him to work with Verisim to deliver the best solution possible.  His pragmatic approach to resolving issues as they materialised was very refreshing, and indeed, both parties benefited greatly from this.  I would go as far as saying that it was a pleasure to work with Simon on this project and hope that we will have the opportunity to work with him again one day!”

Chris Heather

Chris was Director of Projects at Advantage Home Loans (a wholly owned subsidary of Morgan Stanley Bank Int Ltd) when Simon joined in a consultancy role, working with the Credit and Projects teams to construct an instant offer solution

"Simon greatly assisted Advantage with the development of its Instant Offer solution, and quickly demonstrated not just a strong understanding of the technical and project requirements, but as importantly an appreciation of the personalities involved across the wider business team.  This enabled him to bring people at all levels on board with some highly complex concepts, whilst challenging existing thinking in a manner that also helped to develop the team.  I have been delighted with the support that Simon has shown to me and the busines, and would not hesitate to re-engage him or recommend him should a future opportunity arise."

 Richard Wilson

Richard was Credit & Risk Director at Advantage Home Loans (a wholly owned subsidary of Morgan Stanley Bank Int Ltd) when Simon joined in a consultancy role, working with the Credit and Projects teams to construct an instant offer solution

"From Simon's first meeting through to the last he added considerable value to the project.  Simon challenged thinking and greatly assisted the team in moving from ideas to solutions quickly, based on his wider knowledge of software applications.  Simon demonstrated a detailed understanding of the key elements of the lending solution being evaluated and ensured the team's theories on application were robustly scrutinised.  Simon proved a real asset to the project team and key to the success of the deliverable.  His interpersonal skills were excellent and he quickly established relationships with key members of the Credit function."

Nigel Ingram

Nigel was Director of Business Transformation at Capstone Mortgage Services (Lehman Mortgage Capital Division) when Simon managed the selection of a new origination system supplier and launched the programme to roll out the solution whilst bringing three specilaist lenders together

"I was pleased to welcome Simon into my team while he was managing a thorough and well thought out supplier selection initiative.  He showed significant initiative and commitment in a critical and complex programme of activity and I certainly appreciated his commitment to the cause.  Simon is clearly knowledgeable about the mortgage industry and can adapt into a series of roles to support the prevailing business need.  This was demonstrated most recently in his management of a complex and comprehensive automated underwriting solution for first charge sub-prime lending.  I am happy to recommend Simon to anyone looking for a top class secured lending expert."

Frank Eve

Frank was asked by Lehman Brothers UK to provide an intermediary perspective in support of a solution shaping initiative, aimed at providing an industry leading origination solution for the company

"Simon managed a series of workshops with suppliers, project personnel and business experts with a view to arriving at a complete originations solution design.  I found Simon to be a capable and well informed professional who could manage at a high level and contribute at a detailed level.  I would be pleased to recommend his services."

Bill Cherry

Bill was Managing Director of SPML when Simon joined the team to roll out the broker-facing Electronic Trading Platform web-site

"Simon came in to project manage delivery of key aspects of our broker-facing web tools.  From KFI through DIP to mortgage application submission, Simon proved that he could manage delivery of quality solutions to fixed deadlines, whilst at the same time helping SPML to take significant steps forward in the proposition we could provide the intermediary community."

Ken McGeachy

Ken was Head of Application Development for Mortgage Trust when Simon implemented a series of business critical projects across origination and servicing platforms

"During the six years Simon worked for me he proved himself to be a an extremely capable individual operating as both a Senior Project Manager and Senior Business Analyst.  During this time he played a leading role in the merging of two mortgage lenders onto a single servicing platform and subsequently being responsible for the introduction of credit scoring and automated underwriting for both residential and commercial mortgages.  The latter project resulted in significant business benefits including 80% increase in new business volumes being processed by a team that was reduced in size by 12%  Simon is an extremely dedicated and resourceful individual who can apply himself to complex business problems and produce high quality solutions that incorporate both business and technology change.  I would have no hesitation in recommending Simon or using his services again."

More to follow...