Personal Finance Manager
CurrentAs a results-driven Residential Mortgage Broker, I specialize in turning warm leads into successful applications, guiding clients through property purchases and refinancing to achieve their financial goals. Based on their needs, objectives, and circumstances I am able to suggest a suitable product for our clients. Using our aggregator, I analyse different lenders' offerings and select the most suitable option for clients. I submit applications using ApplyOnline, streamlining the process for clients.My skills in this role include but are not limited to:-Proficient in utilising ApplyOnline for seamless home loan submissions.-Possess extensive knowledge of various lenders' servicing calculators.-Experienced in using tools such as Salestrekker and Zoho CRM for efficient client management.-Expertly analyse income documentation, including PAYG and self-employed applicants, ensuring a thorough understanding of financial profiles.