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Monika Tran Email & Phone Number
Chief Operations Officer
at
Trusted Tech Advisors
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Operations Officer
Location
Toorak, Victoria, Australia
Company size
Who is Monika Tran? Overview
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Quick answer
Monika Tran is listed as Chief Operations Officer at Trusted Tech Advisors, a with 6 employees, based in Toorak, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Monika Tran.
Monika Tran previously worked as Head of Strategy and Premium Client Relationships at The Brokers Office and Head of Strategy & Premium Client Relationships at The Brokers Office. Monika Tran holds Diploma Of Finance And Mortgage Broking Management, Finance And Financial Management Services, Diploma from Farsta Finance And Related Service Training Academy.
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Profile bio
About Monika Tran
A highly successful and dedicated Banking/Mortgage business-owner, offering over 20 years’ progressive accomplishments, possessing extensive knowledge of national mortgage regulations along with the ability to analyse and interpret financial data, whilst successfully mentoring personnel to create sustainable businesses to meet and exceed profitable avenues within the finance industry.Demonstrated ability to educate borrowers and banking professionals entering the industry, in all aspects of finances, including First Home Acquisition, Investment Portfolio Building, House and Land Packages, all cycles of Developments, from Rural to Lifestyle purchases, including assisting Expats and Lenders on spousal and other visas. Possessing a high level of expertise with a proven understanding of performance development strategies, whilst creating a positive and enthusiastic working environment.
Current workplace
Monika Tran's current company
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Trusted Tech Advisors
11 roles · 19 years
Monika Tran work experience
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Head Of Strategy And Premium Client Relationships
The Brokers Office
Head Of Strategy & Premium Client Relationships
The Brokers Office
Specialist Business Operations and Strategist Profession - 20 years Strategist Specialising in Mortgage Brokering Firm providing multi skilled services in Loan Writing, Mortgage Strategy Consulting, Training, Coaching, Mentoring, Outsource Business Processing, Mortgage Operations, Compliance Audits, Mortgage Management Strategy, Lending Startups, Qualification Training Education Specialist, Trailing Book Growth ( Buy Sell)
Chief Operations Officer
Mortgage Broker Mentor
Professional Mortgage Mentoring
As a Mortgage Broker Mentor, I continue to develop mentor programs which are approved by Industry Body MFAA and FBAA, and Endorsed by Aggregators and Lender Business Development Managers. I have successfully mentored over 50+ Mortgage Brokers and Bank Lending Managers, providing the education to generate business leads through active prospecting and sales presentations, as well as teaching methods to maintain relationships with existing and new clients.
Mortgage Broker Specialist Senior Trainer
As a Mortgage Broker Trainer, I have successfully delivered and assisted personnel to achieve the necessary qualifications in order to gain desired roles within the finance industry. (ie. Certificate IV, Finance and Mortgage Broking Diplomas). With facilitating face-to-face and liaising through online courses nationally, I have assessed students for competency-based assessments complying w/ NCCP and Responsible Lending. Within this time, I have successfully trained and assisted with accrediting over 1000+ Finance Professionals into the Mortgage Brokering Industry, Australia
Jan 2016 - Nov 2023
Mortgage Broker
As a dedicated Mortgage Broker, I provide a personalised service to assist homeowners/future homeowners to secure finance for homes, specialising in areas such as overseas income, temporary visas, trusts and Investment Lending, Rural and Construction.With providing one-on-one consultancy I successfully guide my clients through the loan processes, gathering documents, securing appraisals and titles, whilst assisting my clients to understand the intricacies of loan process before signing. I have successfully written and originated $250 million in Residential and Commercial Loans, as well as providing recruitment services for four mortgage brokers and six administration support staff. Throughout this period, I have liaised and communicated with various personnel to develop referral partners industry-wide through real estate agencies, accountants, lawyers and financial planners.
Jan 2013 - Jan 2022
Branch Manager/Home Finance
Throughout this period as Branch Manager/Home Finance, I have successfully interviewed customers and approved home loans with the branch, including supervising and managing staff to overseeing all financial reporting, as well as training staff to ensure the growth of the branch and its revenue.
Jan 2011 - Jan 2013
Branch/Lender Manager
As the Branch/Lender Manager for BOQ I was responsible for a vast amount of duties including managing the sales, administration, staff supervision and overall loan-operations management. I was actively in charge of all activities and served as its liaison to other divisions within the bank.
Jun 2008 - Jan 2011
Premier Relationship Manager
As the Premier Relationship Manager for HSBC I acquired and prospected new customers, whilst developing and strengthening professional relationships within the Bank in accordance with relevant business goals.
2008 - 2009
~1 yr
Mortgage Manager Wholesale Funding
Sienna Home Loans
As the Owner/Manager for a Mortgage Management Business I have successfully managed 6 Loan Writers including two additional administrative staff members. From creating processes and systems to running the Mortgage Origination Business with Banks and Lenders I have produced Home Loan applications to banks to generate income. With setting yearly financial targets and liaising with Accountants I have ensured business profitability, resulting in creating over 300 clients to achieving $200 million within residential home loans.
Jul 2003 - Jun 2008
3 education records
Monika Tran education
Diploma Of Finance And Mortgage Broking Management, Finance And Financial Management Services, Diploma
Farsta Finance And Related Service Training Academy
Certificate Iv In Training And Assessment Tae40116, Training And Education, Certificate Iv
Mrwed Training And Assessment
Accredited Mentor, Finance And Mortgage Broking
Mfaa Mortgage And Finance Association Of Australia
FAQ
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What company does Monika Tran work for?
Monika Tran works for Trusted Tech Advisors.
What is Monika Tran's role at Trusted Tech Advisors?
Monika Tran is listed as Chief Operations Officer at Trusted Tech Advisors.
Where is Monika Tran based?
Monika Tran is based in Toorak, Victoria, Australia while working with Trusted Tech Advisors.
What companies has Monika Tran worked for?
Monika Tran has worked for Trusted Tech Advisors, The Brokers Office, Professional Mortgage Mentoring, Farsta, and Map Home Loans.
How can I contact Monika Tran?
You can use AeroLeads to view verified contact signals for Monika Tran at Trusted Tech Advisors, including work email, phone, and LinkedIn data when available.
What schools did Monika Tran attend?
Monika Tran holds Diploma Of Finance And Mortgage Broking Management, Finance And Financial Management Services, Diploma from Farsta Finance And Related Service Training Academy.
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