Mortgage Broker

Westpac Banking Corporation is one of Australia’s largest retail banks and is going through an exciting time of significant change. Personal Bankers are key to Westpac’s strategic ambition of earning all of our customer’s business.Responsibilities included : Assisting clients with their enquiries and helping them with their banking needs professional manner. Accountable for building relationships with a selection of affluent customers. Advising on a broad range of financial products and lending. Retain and deepen customer relationships through quality needs based conversations to explore customers’ financial needs and goals. Provide professional financial advice and help customers acContributions Consistent contribution on results monitored quarterly. Awarded as The Most Consistent in Dec 2016

Positive Property Investments (Client Relationship Manager) (Apr’ 12 – May’ 13)Positive Property Investments was a small-medium enterprise that was rapidly growing due to the high demand of investors looking to invest into property during a time the market favoured.Responsibilities included: Assisting investors with their enquiries in timely and professional manner. Informing Investors and educating Financial Advisors about the new products or additional features of existing investment products. Data management of statistical information preparation for Investors. Preparation and presentation for webinars that would be held weekly. Calculating borrowing capacity.Contributions Led in management and responsibility for customer growth. Developed procedures to manage clients and scheduling to a timely manner that suited both clients and advisors. Successfully operated and managed independently a lead system and build relationships with clients. Suggested Management for techniques of building customer base and implementing search engine optimization to further increase exposure over the Internet.

Commonwealth Bank is Australia’s leading provider of integrated financial services and the most recognised brand in the Australian financial services industry.Responsibilities Included: Liaising with customers about their financial products and resolving and complaints or concerns. Ensuring smooth functioning of day-to-day Key Performance Indicators. Account, Credit Card, Personal Loan Applications for customer.Contributions Team Captain. Managing a team of 8. Providing training and assistance where needed. Most sales awarded for months of April, May, June and July.

Fairfax Digital is an investor and strategic partner of Online Marketing Group (OMG), Australia's largest website publisher. OMG and Fairfax Digital are working closely together to create the biggest and best direct response branded directory websites in Australia. OMG's network extends to over 30,000 websites.Responsibilities Included: Increasing search engine optimization for small-medium businesses Australia wide. Sales for advertisement spaces via the Internet across multiple websites. Maintaining relationships with existing clients.Contributions First in the company to structure/implement business visits and face-to-face meetings to obtain new business and maintain existing relationships.