Anthony Johnston Email & Phone Number

83 Mccoy Street Myaree

Available all hours on 0402 062 113 or email me at anthonyj@westgatefs.com.au• Help arrange finance for First Homebuyers on as little as 1% Deposit* Assisting clients not currently eligible for finance by developing a plan they can work towards so they can qualify for finance and attain their dream of home ownership* Provide Investment and High Net Worth Clients with a range of specialist packages to save them time money and build future wealth.• Service my existing clients to ensure they are getting the best possible deal with the banking and lending with a package that suits their current and future financial needs• Assist clients with applying for the First Homeowners Grant• Acquire new customers by using my network of referral sources* Assessment of complex applications and that involve Trust and Company structures• Assist clients with applying for the First Homeowners Grant• Assist new & existing clients to find a loan to suit their needs at a competitive interest rate• Help clients find Car and Leasing Finance at the best possible interest rate * Assist clients with personal loans for debt consolidation• Ensuring customers consider what insurance they have in place to protect their income, their possessions and the ones they love• Conduct face to face meetings with customers to discover and implement a financial solution to best meet their needs and goals• Identifying customers with specialist needs and referring them onto a dedicated expert as appropriate

Perth Metro

Duties:• Identifying customers financial needs• Build and maintain relationships with my referral sources• Acquire new customers by using my network of referral sources• Conduct lending interviews at the branch or customers home to proactively sell bank loan products and services to new and existing customers• Assessment and processing of complex loan applications ($2,000,000 Approval Delegation)• Sign up of loan & insurance documentation & attending to customer enquiries in accordance with NCCP• Promoting insurance, risk protection and lending products to a portfolio of new and existing customers• Conduct Sales and Service outbound proactive teleconsulting calls• Chair Sales Meetings on a rotational basis• Provide referrals to Financial Planners and other specialist areas of the Bank

Perth Metro

Duties:• Build and maintain referral relationships with builders at Home Building Society Land Sales Sites • Acquire new customers for the Building Society using my extensive network of referral sources• Identifying customers financial needs• Conduct lending interviews at customers home or place of work to proactively sell bank loan products and services• Promoting insurance and risk protection products to a portfolio of new and existing customers • Assessment and processing of home loan applications• Provide referrals to Financial Planners and other specialist areas of the Building Society• Sign up of loan & insurance documentation & attending to customer enquiries in accordance with UCCC

Duties:• Promoting insurance, risk protection and lending products to a portfolio of new and existing customers• Assessment and processing of complex loan applications• Identifying customers financial needs• Conduct lending interviews to proactively sell bank products and services to new and existing customers• Provide referrals to Financial Planners and to other specialist areas• Sign up of loan & insurance documentation & attending to customer enquiries• Acquire new customers for the Bank by building and maintaining a network of referral sources

Perth Cbd

Duties:• Fating complex loan applications in the role of Relieving Credit Manager• Evaluate lending process flows & implement changes where required• Checking of loan documentation prior to being sent to customers for sign up• Management of Application Tracking System (ATS) & LAN computer system• Training of staff on use of Loan ATS

Perth Cbd

Duties:• Conduct lending interviews to proactively sell bank products & services & cross sell to my portfolio of customers• Assist Manager with managing a $25 million portfolio of Personal and Commercial customers• Comply with relevant Policy & Procedures - UCCC• Provide referrals to Financial Planners• Assess commercial loan applications & prepare loan documentation

West Perth

Duties:• Conduct personal loan interviews• Prepare security & loan documentation• Cross sell loan protection products

Busselton Western Australia

Duties:• Assess & process credit card applications• Supervise staff & attend to staff training as required• Checking of dishonoured cheques & branch reports• Servicing of ATM and balancing of ATM cash holding

Perth Area, Australia

Duties:• Process international transactions• Cash handling, ordering & general telling duties• Service Automatic Teller Machine• Balance cash & branch holdings