Julie H. Email & Phone Number

Sydney, New South Wales, Australia

Created and implemented Development pathway for Broker Support department. Conducted Induction and Coaching for all team members and leaders ensuring all compliance and privacy polices were adhered to.

Sydney, New South Wales, Australia

Specialised in Pricing, Process and Escalations across the department.2 Staff Awards for Client Commitment and Teamwork

Sydney, New South Wales, Australia

Residential lending Delegation held up to $1.0m. Able to consistantly achieve shortest turnaround time from Submission to Formal Approval in the Credit team, by opening line of communication with Aggregator and training their staff to package and submit applications efficiently.

Sydney, New South Wales, Australia

Complete all processes required on Home Loan applications from Submission to Settlement except for Credit Analysis. Collaborate with internal and external stakeholders via all forms of communication.Staff Award - Highest Standards

Bathurst, New South Wales, Australia

Packaged and submitted applications to multiple Lenders. Managed application progression through to Settlement and post care. Liase with Clients, Valuers and Lenders.Arrange all marketing materials including distribution to local areas. Work with local businesses in regards to advertising campaigns and attend local sponsered Gymkhana.

Melbourne, Victoria, Australia

Completion of all Home loan Mortgage documentation nationally. Ensure compliance of documentation and complete all process required to Settle or Discharge application including attending settlement. Ensure Security Packet compliance.

Camberwell, Victoria, Australia

Complete all processes in regards to receipt and payment of Commissions from Aggregator to Broker network. Manage all assignments to ensure submitted applications progress through to Settlement, except Credit Analysis.Provide ongoing Client support for life of loan.

Cranbourne, Victoria, Australia

All aspects of Bookkeeping along with commuicating regular updates on race horses with owners. Creating marketing materials and holding Open Days for race horses and prospective/current owners.

Highett, Victoria, Australia

Payroll, Staffing and all Bookkeeping responsibilities. Create Company profile, compliance and procedures manual. EA to Director. Staff training and mentoring Home Loan Support officers.

Parramatta, New South Wales, Australia

Alternative finance solving for non conforming loan applications across multiple Lenders. Broker training and accreditation courses. Monthly Commissions processing for Aggregator and distribution to Broker network. Application reporting direct to company Directors. Create all Marketing materials and run Broker competitions and Corporate functions for up to 200 Brokers.

Highett, Victoria, Australia

Package and submit applications to multiple Lenders for Credit card, Personal loan, Asset Finance, Home and Commercial loans. Liase with Clients and Lenders. Complete application explanation and signing of mortgage documentation.

Melbourne, Victoria, Australia

Quarterly staff performance reporting for team members. Train and supervise all team members including temporary staff. Balance daily settlement accounts and provide regular reporting to internal and external Stakeholders.Escalation point for Client complaints. Liase with the Broker network.

Melbourne, Victoria, Australia

Manage all assignments to ensure submitted applications progress through to Settlement, except Credit Analysis. Liase with Panel Solicitors and Valuers Liase with Solicitors to book settlement. Issue post settlement correspondence to all parties concerned.

Doncaster, Victoria, Australia

Half yearly staff performance reporting for team members. Train and supervise all team members including temporary staff. Check all outgoing documentation and correspondence. Liase with Branch network Managers. Escalation point for Client complaints.

Doncaster, Victoria, Australia

Manage all assignments to ensure submitted applications progress through to Settlement, except Credit Analysis. Liase with Panel Solicitors and Valuers Liase with Solicitors to book settlement. Issue post settlement correspondence to all parties concerned.