- Worked with Self-Employed and PAYG clients to ascertain their financial objectives and develop customized solutions to meet their requirements.- More than doubled the company's settlements in just over one year through building a strong referral network and providing exceptional service to achieve over $60 million in annual settlements- Acquired and managed new clients, while overseeing and facilitating the entire process of lodging and managing applications for a diverse range of lending solutions, such as Owner-Occupied, Residential Investment, Commercial, and Business Finance, until settlement.- Possessed a comprehensive understanding of the lending policies of more than 40 Australian lenders, enabling me to identify and recommend the most suitable lending solutions for clients based on their specific needs.- Prioritized service excellence by simplifying the lodgment process, ensuring a prompt turnaround time for clients. Engaged directly with credit assessors and BDMs to maximize the borrowing capacity of clients with complex loan scenarios.- Successfully settled unconventional lending solutions, delivering a significant competitive advantage for our business.

- Orchestrating relationship management between BT customers and financial advisers across diverse wealth management products.- Managing end-to-end handling of customer and adviser inquiries, requests, and follow-ups with utmost diligence and professionalism.- Demonstrating exceptional problem-solving and ownership skills while empathetically managing escalations from customers and advisers.Mentoring and facilitating the development of new team members through a self-led buddying program, thereby promoting a culture of growth and learning.Consistently achieving high efficiency and customer satisfaction key performance indicators (KPIs) through strategic planning and execution.- Nurturing a client-centric approach, effective communication, analytical problem-solving skills, and proactive initiative.- Possessing extensive professional and corporate experience within the financial services industry, showcasing a deep understanding of its nuances and complexities.