As a Home Loan Specialist (Mortgage Broker), I help take some of the stress out of one of the largest financial decisions of your life.

Compare the Market empower everyday Australians to make informed choices by assisting them to compare products across fourteen different categories, saving them time, money, and stress. As one of the first foundational finance staff hired, I am a part of the project management team who further refined the new Home Loan Platform for CTM prior to its official launch in 2023, including extensive testing of all processes within the UAT, and feedback for improvements to more closely reflect lender policy, to enhance the user journey, and to increase adherence to Responsible Lending and Best Interest Duty. Reporting directly to the Home Loans Head of Operations, the Home Loan Consultant works closely with the Home Loan Specialist to support, collaborate, and manage the successful processing of home loan applications received via CTM’s ground-breaking digital Home Loan Platform.

At the Leukaemia Foundation, I drove key projects across the six Supporters (Fundraising) Team departments and liaised with team members to coordinate information and gather project requirements. Managed cross-team meetings and minutes, contract recording, invoicing and Salesforce record keeping.When their Research and Accommodation centre tours (Supporter/Donor Appreciation Events) were paused in March 2020, I facilitated their online Supporter Seminar Series - featuring interviews and Q&As with LF leaders, funded researchers, Blood Cancer Support Coordinators and advocates currently living with blood cancer - to share achievements, milestones and goals, and create engagement and enhance retention across all types of donors.

My 7 years with the Harcourts Foundation included providing support and expert guidance as the National Coordinator of Harcourts Real Estate's charitable foundation and its marketing, events, communication, HR, legal and compliance as well as global relationship management across Australia, NZ, South Africa and the USA. I have a wide range of project coordination skills with strong communication, organisational and decision-making ability to successfully lead concurrent projects with competing deadlines. I reviewed 100+ grant applications quarterly and represented the organisation at international conferences with up to 1300 attendees.I'm a diligent professional with 20+ years of executive support, commitment and dedication. I offer high-calibre support to both customer service and management teams whilst delivering consistently accurate, high-level performance and business support in accordance with established business strategies and goals, including meeting management and minutes for up to 14 separate Boards quarterly.

Offered credible support and assistance with the establishment of the company from inception, including company accreditation with [12] lenders, hiring, and training of brokers, and the official launch of the company only 3 weeks after starting the position.Designed high performing strategies and executable solutions to support business design, training and compliance, customer service and retention, employee engagement, leadership development, recruitment of high calibre brokers, and other aspects of business strategy.Provided comprehensive and professional business development methodologies, sales and marketing solutions as well as CRM and customer complaints managementDelivered measurable results in all facets of the business including but not limited to commissions receipt and payment, database management and software creation

Then known as Ray White Financial Services, I arranged mortgages for clients purchasing properties through nine Ray White Real Estate offices across the Logan and Redlands regions. Attended meetings with clients at a time and location convenient to them to review their personal financial situation and determine which lender [out of 8] and loan was most suitable. Completed and submitted loan applications through to settlement and beyond, and corresponded with all interested parties during the processCultivated and maintained highly effective relationships with salespeople and office principals to ensure ongoing volume of loan referrals.

In this position (my first in the Australian finance industry), I was the sole finance consultant/processor for the brokerage subsidiary of QM Properties, at the time one of Queensland’s largest land development companies. Processed a workload (at any time) of up to 50 finance applications for clients who had contracts to purchase vacant land through the related companies, Queensland Finance and Land and Myer Realty. The majority of loan applications were for house/land packages.

As the (then) in-house mortgage brokerage of Warmington Homes, my processing role at Bayport Mortgage included the initial qualification of the loan, opening escrow and title (conveyancy and title insurance), processing of government documentation to verify income, deposit, and credit report, and ultimately, submission to lender and satisfaction of conditions on retail loans originated by sales offices for twelve different home tracts developments.Submitted loans for approval to a panel of eight different lenders depending on the needs of the buyer, the quality of the loan, the type of product requested, and the rate offered.During my time here, I was responsible for the majority of “rush” loans due to my proven efficiency and time management skills.This was a casual position in the months leading up to my wedding and while my application for Australian Residency was being processed. Once my residency was approved, we moved back to settle in Australia for good.

Previously known as Imperial Bank (I.B) Mortgage.As the loan agents in the company had strong relationships with major residential land developers, approximately 70% of the loans were new tract loans, with the goal of obtaining loan approvals for homes selected off the plan as a “turnkey” model (complete within 3-6 months). Then known as Imperial Bank Mortgage, though a direct funder, approximately 50% of the loans were brokered to outside lenders due to qualifying shortcomings.I loved this place, but had recently met a backpacking Australian and moved to Australia with him.

In this position, I utilised “SLIMS” mortgage computer software to process a workload of up to fifty loan applications and was the assigned processor for three in-house loan agents. The majority of loans were for home purchase, refinances, second trust deeds and construction to permanent financing.I was headhunted away from this job by Imperial Bank (now Impac) Mortgage, hence the short term.

This branch was an off-site lending centre, processing a mixture of retail loans written by in-house loan agents for the lender (my division), and wholesale loans submitted by brokers. I processed a workload of up to thirty loan applications at a time as the assigned processor for one of the two in-house loan agents.I was trained in the “Mortgage Flex” software system for applications such as opening, locking in interest rates, status updates and printing of government-regulated disclosure statements such as AAPR and Reg Z (similar to Comparison Rate Schedules in Australia, but more detailed and specific to each client and their quoted pricing).As this company believed in developing general mortgage knowledge within its staff, I was also cross-trained in drawing of loan documents for a large variety of loans, as well as conducting audits of signed documents before funding/settlement.As the fallout after the collapse of the FDIC began to affect many Savings and Loan institutions in America, this centre was closed permanently and all support staff made redundant. Months later, the parent company was placed with administrators.My first job in the industry after graduation. Such a great place to learn!

As a Tax Examiner (Tax Collector) in a call centre, I assisted “taxpayers” (customers) with overdue personal and business tax accounts that had reached crisis stage. Negotiated with difficult and often very irate taxpayers, corporate officers, tax attorneys and accountants to resolve issues. I qualified customers for and implemented overdue tax instalment repayment plans on automated computer systems. Operated various programs to research and analyse accounts, interpreting intricately-coded records to identify past problems. Resolved (or initiated) wage and bank account garnishments and determined the necessity of filing Federal Tax Liens against any real estate held by customers.A very flexible part-time position, including nights, while I was studying at university. High stress, intense environment, but I learned a great deal about customer service, specifically dealing with very angry people!