• Enhanced client relations with regular professional communication explaining complex concepts to everyday clients and facilitating the application process• Designed tailored strategies to meet client’s unique goals and objectives• Gained a comprehensive understanding of lender policy and the loan application process

Self-directed proficiency in providing service to clients whilst managing business operations and pursuing growth opportunities

• Under mentorship, studied the processes involved in mortgage broking and financial consultancy. Developed comprehension of the lending process and how submitted applications are ultimately settled• Experience managing small teams of 3-8 employees; deploying strategies to achieve a common goal• Engaged in frequent opportunity to train staff on a range of topics including fundamental finance knowledge, client communication • Constant face to face meetings with clients, developing… Show more • Under mentorship, studied the processes involved in mortgage broking and financial consultancy. Developed comprehension of the lending process and how submitted applications are ultimately settled• Experience managing small teams of 3-8 employees; deploying strategies to achieve a common goal• Engaged in frequent opportunity to train staff on a range of topics including fundamental finance knowledge, client communication • Constant face to face meetings with clients, developing and deploying solutions to meet their financial objectives Show less

Position involved working independently to meet critical KPIs with no errors and using initiative to solve problems quickly. This position requires focus and creativity for extended periods of time to ensure every task and order is completed effectively, inducing customer satisfaction.