• Daily leadership, coaching & performance management of 42 mortgage brokers and support staff• Recruitment for the Mortgage Broking team• Customizing the processes and systems within the Mortgage Broking division• Engaging with lender partners, aggregators and industry associations.

● Manage the day-to-day operations of the Brokerage Team● Optimize the lifecycle journey to shorten and strengthen the loan process● Training support to upskill staff on policies, systems and procedures● Onboarding & Recruitment● Oversee the planning, usage and management of offshore workforce● Conduct assessment of CRM programs, communications, and promotional activities according t otheir efficiency and profitability

Worked for an emerging Property & Finance Company focusing on off the plan investment property lending for a range of clients. Provided an end-to-end finance experience for our members running initial meetings, full financial position analysis & assessment, provide strategic lending education & advice, providing BID compliant recommendations and loan product options, loan submissions, liaising with lenders, maintaining good communication with clients & all relevant stake holders. Further responsibilities involve assisting in the management of the wider broker team & development of the internal loan process & procedures.

Working in a boutique mortgage broker firm providing professional mortgage broking services for individuals and self-employed business clients. Provided a full range of services and responsibilities, including attending and preparing client meetings, conveying Industry lending advice, educating clients on the available loan products and their requirements, assessing client eligibility, providing recommendations and loan product options in the best interests of the clients, submitting loan applications, liaising with lenders on applications all the way through to settlement, maintaining good communication with clients on the status of their loan application, upholding existing client relations, Interacting with banks and lenders on current policies & procedures.

I began with this company as a loan processer which progressed into a mortgage broker role; I sustained this role throughout most of my time as a broker with the company to provide further assistance to the business in a wide range of departments. On top of my broker responsibilities this position included providing services such as, working with other brokers in the firm on their loan applications, reviewing other brokers loan’s to ensure compliance, developing, maintaining and continually improving of in house policies & procedures. Assisting in the adoption of new technologies, upheld training of other brokers.