Head Of Strategy And Premium Client Relationships
The Brokers Office
AeroLeads people directory · profile
Monika Tran Email & Phone Number
Head of Strategy and Premium Client Relationships
at
The Brokers Office
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Head of Strategy and Premium Client Relationships
Location
Toorak, Victoria, Australia
Who is Monika Tran? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Monika Tran is listed as Head of Strategy and Premium Client Relationships at The Brokers Office, based in Toorak, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Monika Tran.
Monika Tran previously worked as Head of Strategy & Premium Client Relationships at The Brokers Office and Chief Operations Officer at Trusted Tech Advisors. Monika Tran holds Diploma Of Finance And Mortgage Broking Management, Finance And Financial Management Services, Diploma from Farsta Finance And Related Service Training Academy.
Company email context
Email format at The Brokers Office
This section adds company-level context without repeating Monika Tran's masked contact details.
The Brokers Office
Review company-level records connected to Monika Tran before choosing the right outreach path.
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
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 18 years
Monika Tran work experience
A career timeline built from the work history available for this profile.
Head Of Strategy & Premium Client Relationships
Current
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.
Apr 2019 - Present
Chief Operations Officer
Current
Oct 2023 - Present
Mortgage Broker Mentor
Current
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.
2017 - Present
~9 yrs 5 mos
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.
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.
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.
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
Frequently asked questions about Monika Tran
Quick answers generated from the profile data available on this page.
What company does Monika Tran work for?
Monika Tran works for The Brokers Office.
What is Monika Tran's role at The Brokers Office?
Monika Tran is listed as Head of Strategy and Premium Client Relationships at The Brokers Office.
Where is Monika Tran based?
Monika Tran is based in Toorak, Victoria, Australia while working with The Brokers Office.
What companies has Monika Tran worked for?
Monika Tran has worked for The Brokers Office, Trusted Tech Advisors, 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 The Brokers Office, 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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Monika Tran you were looking for.
View similar profiles
