Mortgage Broker
NSW - Sydney Metro
Specialties
Customer Service
Team Player
Customer Relations
Sales Representative
Administrative Assistant

Summary

More

Career

IPS partners - Mortgage broker
Banking & Financial Services - Accounting, Finance, Banking & Insurance
NSW, Australia
Specialties
Customer Service
Team Player
Customer Relations
Sales Representative
VIP Mortgage Solutions - Mortgage Broker
Australia
Responsibilities
  • Develop a portfolio of key clients, cold calling to prospective clients and preparing presentations which includes key statistics, information and data to meet the specific needs of the customer ;
  • Follow up with new and existing clients reguarly to ensuring that exceptional customer service is provided to the client always ;
  • Convert leads into mortgage applications and long term sales, remaining highly solution focussed, professional and friendly to build and maintain strong professional relationships ;
  • Prepare and arrange a tailored financial package of lending products for marketing and long-term sales opportunities ;
  • Work collaboratively with other teams of the business along with the Lenders to achieve swift credit decisions, settlements & cross sales ;
  • Provide ongoing support to clients throughout the whole process-from enquiry until settlement including post settlement care
Aobao Internal Training Pty Ltd - Sales Consultant
Australia
Responsibilities
  • Handle and manage a high volume inbound calls, ensuring enquiries are responded to and sales opportunities are maximised ;
  • Providing exceptional quality and service to all customers, understand their specific needs, asking relevant questions and offer long term solutions ;
  • Stocking and replenishing merchandise according to store merchandising layouts ;
  • Handling and solving customer complaints and feedback professionally and in a timely and efficient manner ;
  • Ensuring that monthly Key Performance Indicators and Sales Targets are consistently exceeded. Build a strong and healthy pipeline, and maintain strong relationships with clients and key stakeholders
MDS Pacific Pty Ltd - Administrative Assistant
Australia
Specialties
Administrative Assistant
Responsibilities
  • Completed data entry, tracked resumes and general maintenance of the applicant tracking system. ;
  • Processed client rebate reconciliation, reporting and check requests. ;
  • Issue customer statements monthly, accurately and efficiently ;
  • Recorded supplier payments and office expenses in MYOB, coding to appropriate accounts.

Education and Qualifications

Year Qualifications Level Institution
2015 Diploma - Finance and Mortgage Broking Diploma TAFE South Western Institute No
2009 Bachelor of Commerce - Accounting Other Macquarie University No
2006 Diploma - Commerce Diploma Sydney Institute of Business and Technology No

IT Skills

Software Skills

  • word (Intermediate)
  • Excel (Intermediate)

System Skills

  • MYOB (Intermediate)