Nelson Marques Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

Mascot, New South Wales, Australia

Mascot, New South Wales, Australia

Effectively liaised with Lenders and Brokers for submission of applications.Performed file conduct and follow up of required documents with clients. Administered Sign Up or Original Loan Documentation.Worked directly alongside broker, providing key support.

Conducted mortgage market research to secure the best solution for each client based on present and future needs. Effectively managed client's application from initial interview to settlement. Managed client relationships on an ongoing basis, providing effective solutions to client's specific requirements inclusive of cross sales to other financial products.Worked directly alongside broker in performing all duties.

Effectively built business referral partners and provided their clients with Mortgage Solutions, tailoring loans to personal and financial needs in the convenience of their own home or office.Performed brokering services for loans falling outside the criteria of Bankstown City Credit Union.Effectively developed new business, meeting and exceeding the target of 40% new business.Worked effectively within a team of six lenders, and within the wider branch team of 30.

Branch based lending role at Parramatta branch (tier one branch)Prospected and interviewed clients for new and existing business.Prepared loans from pre- approval to settlement. Performed cross selling of other financial products to maximise business opportunities.Effectively liaised with existing clients.

Effectively managed lead referrals, and created new referrals. Analysed client's financial status, discussed their options and cross-sold other products and services.Built business referral partners and provided their employees with a presentation on the benefits and features of CBA's product.Liaised with branches and cross-sold business.Trained branch staff in lead generation.Worked across six branch sites, within a mobile lending team of 5 lenders.Developed effective working relationships with Sales Managers, General Managers, Branch Managers and Branch Staff.

Successfully performed cold calling of new and existing clients with a telephone based lending role.Promoted and sold new mortgage products. Administered over the phone applications, managing the process from initial lead to settlement.Completed a six-month traineeship in lending on commencement of role.