As 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.

I worked as a Customer Service Specialist at LoanOptions.ai, Australia’s first AI-powered loan comparison platform and also served as an asset finance brokerage. My role here included but not limited to:-Accepting and completing loan applications on behalf of brokers via phone, email, and SMS.-Collected and verified income documents, ensuring accuracy and completeness in compliance with lending requirements.-Served as a liaison between clients and brokers, and provided timely status updates. Ensured clients were informed about the progress of their applications while coordinating effectively with brokers to address any inquiries or concerns.

As a Settlements Team Leader my skills included but were not limited to:-Effectively managed a substantial monthly portfolio exceeding $35,000,000 AUD, encompassing both residential and commercial loans.-Led the settlements department with responsibilities that included checking loan documentation and supporting materials for accuracy and completeness, ensuring all necessary conditions were met for a seamless settlement process.-Thrived in a fast-paced environment, consistently working under pressure to meet tight deadlines while maintaining a high standard of accuracy.-Acted as the primary point of contact for brokers, clients, and solicitors, fostering effective communication to address queries and concerns promptly, thus ensuring a smooth and successful settlement of loan transactions.

My duties as a broker support included but were not limited to the following:-Effectively served as a liaison between borrowers, mortgage brokers, and loan officers, fostering seamless communication and collaboration throughout the mortgage application process.-Proficiently collected and managed all necessary documentation essential for the completion of mortgage applications, ensuring accuracy and compliance with industry standards.-Managed the end-to-end process of mortgage applications, from initial lodgment to final settlement, ensuring a smooth and efficient workflow and timely completion of transactions.-Utilized Salestrekker CRM to track deals, automate notifications, manage tasks, and organize documents, contributing to enhanced efficiency and organization within the team.-Hold a Certificate IV in Finance and Mortgage Broking (FNS40815), underscoring my commitment to maintaining a high standard of professional competence in the mortgage broking industry.

Developed engaging and tailored lesson plans for Chinese students, incorporating interactive activities to enhance language acquisition and fluency-Delivered comprehensive English language instruction, focusing on grammar and vocabulary, and implemented effective assessment strategies to evaluate students' language proficiency.-Monitored and reported Key Performance Indicators (KPIs) relevant to student performance and class engagement to the Online Service Manager, contributing to the continuous improvement of online English language education services.

In April of 2015, I was recognized for my contributions and promoted to a staff position as a Circulation Supervisor. My role included but not limited to:-Played a crucial role in training and supervising 10-17 student workers-Responsible for the management and oversight of the course reserves system for professors on campus, ensuring timely access to academic resources for students and faculty.-Created detailed Excel spreadsheets to compile and analyze daily statistics, providing valuable insights for library management and decision-making processes.-Provided assistance to patrons in locating both physical and electronic resources through the library catalog and databases, contributing to an enhanced user experience.

As a team member at the Circulation and Periodicals desk, I performed a range of clerical duties, including answering phone calls, handling cash transactions, and providing essential assistance to patrons. Upon my promotion to student supervisor in January 2015, I took on expanded responsibilities, such as creating a comprehensive database of missing books, contributing to the organization's inventory management.

As a Catering Associate my role included but not limited to:-Played a role in the execution of banquets, overseeing setup and breakdown for events accommodating diverse guest counts ranging from 10 to 1000.-Engaged in a variety of tasks, including serving plates, busing tables, and dishwashing.-Demonstrated a strong attention to detail to ensure the aesthetic appeal of each event, creating a visually pleasing atmosphere for guests.-Provided excellent customer service by attending to guest needs during banquets, ensuring a positive and enjoyable experience for attendees.