Jack Oswald Email & Phone Number

Melbourne, Victoria, Australia

As a Business Funding Specialist at Optimal.loans, I am responsible for helping small and medium-sized businesses secure the right financing solutions to fuel their growth. You will consult with clients to understand their financial needs, assess funding options, and guide them through the loan application process.Key Responsibilities: • Consult with business owners to identify funding needs • Analyze financial statements and loan requirements • Present tailored loan options (term loans, lines of credit, etc.) • Assist with loan applications and ensure timely processing • Build and maintain strong client relationships • Stay updated on market trends and lending products

Bendigo, Victoria, Australia

As a Customer Relationship Manager at Optimal Loans, I am responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction with our loan services. You'll assist customers throughout the loan process, providing personalized support, addressing inquiries, and offering tailored financial solutions. Your role is crucial in enhancing client loyalty and fostering long-term partnerships, ensuring an exceptional experience for every borrower.

Certificate Iv Finance And Mortgage Broking, Banking And Financial Support Services

Education record

Activities and Societies: Some of my key involvements include: • Business & Entrepreneurship Club: Took part in workshops and projects.