Team Leader | Finance Lending
Current- Currently financed over $48 million in finance- Training new team members - Level 5 Financial Advisor - Heavily focused on providing clients with a great experience and getting a lot of repeat business.- Christchurch based brokerage company, facilitating personal and business- Following Tier 1, 2 and 3 lending polices to approval and settlement lending application.- Lending application for unsecured personal loans, secured loan, asset finance, business lending-… Show more - Currently financed over $48 million in finance- Training new team members - Level 5 Financial Advisor - Heavily focused on providing clients with a great experience and getting a lot of repeat business.- Christchurch based brokerage company, facilitating personal and business- Following Tier 1, 2 and 3 lending polices to approval and settlement lending application.- Lending application for unsecured personal loans, secured loan, asset finance, business lending- Having clear understanding of customer position and expose to ensure efficient approval process. Commission & sales based position.- Using Customer Relationship Management (CRM) Salesforce to effectively manage many customer applications- Building strong connections with lenders; Heartland Bank, GEM Finance, NZCU, Avanti Finance, Marac Finance, UDC, Oxford Finance and more.- Understanding insurances to make sure customers have correct protection in place with extending there debt position; AutoSure insurance and Provident Insurance Show less