Daniel
Casey

Making lending knowledge easier to share
Daniel's story so far...

Daniel Casey began by helping mortgage applications move through Coventry Building Society's New Lending Support Team. Processing cases and answering brokers' questions gave him a grounding in lending, and he soon became interested in sharing what he knew with the people around him.

He moved into the intermediary team as a business development adviser, completed its accreditation scheme and gradually took on more training work. Over the past four years, that has grown into a role supporting colleagues across the department, as well as business development managers nationally.

The entry describes Daniel as head associate trainer. He designs learning programmes, creates quarterly assessments and uses the results to see where people need more support. During the integration of the Coventry and Co op intermediary propositions, he developed and delivered training to help colleagues understand the changes. He also introduced processes to keep materials accurate and current, with positive results in a subsequent audit.

Daniel's Alternative Lender Guide grew from a practical question: what else might help when a case doesn't fit Coventry's criteria? He created a resource colleagues could use to explore possible options and continues to maintain it as the market changes. Alongside contributing to the future lending policy framework, he wants to keep making technical knowledge easier to find and share, giving brokers and colleagues more confidence when a case becomes complicated.