Pallav Bhatt

Pallav Bhatt Email and Phone Number

Experienced CSM/Broker assistant @ Loans Combined
Pallav Bhatt's Location
Northgate, South Australia, Australia, Australia
About Pallav Bhatt

Highly motivated and results-driven Account Manager and Subject Matter Expert in the Finance & Mortgage Industry, with a proven track record of significantly boosting brokers' revenue through optimising loan processing teams. Collaborating closely with internal teams and Training & Quality Managers, I ensure seamless on boarding experiences and compliance alignment. Skilled in conducting research, providing strategic insights, and mentoring team members. With a background in project consulting and internal auditing, I bring a unique blend of expertise to drive success in various industries.

Pallav Bhatt's Current Company Details
Loans Combined

Loans Combined

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Experienced CSM/Broker assistant
Employees:
3
Pallav Bhatt Work Experience Details
  • Loans Combined
    Customer Service Manager
    Loans Combined Mar 2024 - Present
    Adelaide, South Australia, Australia
  • Brokersoffice
    Account Manager/ Sme
    Brokersoffice Dec 2022 - Mar 2024
    Adelaide, South Australia, Australia
    -Manage a portfolio of clients, acting as the main point of contact for all their financial and mortgage-related needs.- Significantly contributed to boosting brokers' revenue by optimizing and motivating my loan processing team, resulting in expedited loan processing and enhanced profitability."-Collaborate with internal teams, such as loan processors or financial advisors, to ensure a smooth and efficient onboarding experience.-Assist Broker Clients by providing constant updates to brokers on the VA performance, ensuring effective communication."-Monitor the progress of the loan processors, ensuring that all tasks are completed on time and accurately. I oversee offshore team performance to ensure strict compliance alignment.- Work closely with the Training & Quality Manager to oversee staff performance and ensure the VA's are meeting broker client requirements."-Conduct research and analysis to stay updated on the latest developments and best practices in the field.-Train and mentor team members to enhance their understanding and proficiency in the Finance Industry.-Review and validate documentation, reports, or deliverables related to the subject matter.-Identify opportunities for processing improvements or innovations.-Proactively identify new opportunities and leads to expand the broker's client base and drive revenue growth."
  • Financelite Pty Ltd
    Mortgage Broker Assistant
    Financelite Pty Ltd Dec 2021 - Mar 2024
    Australia
    -Communicate with clients via email or phone to gather basic information and understand their needs, using the CRM system for record-keeping.-Utilise the Bank Servicing Calculator to assess the borrowing power of clients based on their financial details.-Prepare detailed Submission notes for the bank, explaining the complete application on behalf of the broker.-Update the CRM system and move the application to the Apply Online portal (AOL) for further processing.-Coordinate with clients to send necessary documents for their signatures, following broker instructions and consent.-Submit the completed application to the banks for review and approval.-Manage any additional documentation or information required by the banks, taking charge of the process.-Prepare necessary documents requiring client signatures and ensure their completion in the presence of the broker.-Handle all follow-ups with the banks to monitor the progress of applications.-Act as the file owner for all applications submitted, taking responsibility for answering queries raised by assessors.-Conduct compliance checks on each file to ensure adherence to relevant regulations and requirements.-Provide training and quality checks for new staff joining the team.-Assist in creating training manuals to facilitate efficient on boarding and crisp understanding of processes.
  • Motilal Oswal Financial Services Ltd
    Ipo
    Motilal Oswal Financial Services Ltd
  • Awesome Food And Beverage Company
    Project Consultant
    Awesome Food And Beverage Company Mar 2021 - Jun 2021
    Adelaide, South Australia, Australia
    -Conduct market research and analysis to identify trends, customer preferences, and opportunities in the food industry.-Collaborate with cross-functional teams to develop and implement new food products or improve existing ones.-Conduct feasibility studies and cost-benefit analyses for potential projects, taking into account sales projections and potential ROI.-Develop and manage project timelines, budgets, and resources, with a focus on optimizing sales outcomes.-Provide insights and recommendations on pricing, packaging, and branding strategies.-Conduct competitive analysis to identify strengths and weaknesses in the market.-Support in building and maintaining relationships with clients, suppliers, and stakeholders.-Monitor project progress and prepare regular status reports for management.-Conduct post-project evaluations to measure success and identify areas for improvement.
  • Kpmg India
    Internal Auditor
    Kpmg India Sep 2018 - Jun 2019
  • Kpmg India
    Financial Analyst
    Kpmg India Oct 2018 - Jan 2019
    India
    -Support data collection and analysis for risk assessments.-Assist in identifying operational, financial, strategic, and compliance risks.-Conduct research on industry best practices and emerging risks.-Prepare documentation, reports, and presentations for clients.-Contribute to risk management projects and policy development.-Engage with clients and participate in meetings.-Ensure the quality and accuracy of work produced.-Stay updated on compliance regulations and industry standards.-Participate in training and continuous learning opportunities.-Collaborate with team members and share insights.-Assist in project management and problem-solving.

Pallav Bhatt Education Details

Frequently Asked Questions about Pallav Bhatt

What company does Pallav Bhatt work for?

Pallav Bhatt works for Loans Combined

What is Pallav Bhatt's role at the current company?

Pallav Bhatt's current role is Experienced CSM/Broker assistant.

What schools did Pallav Bhatt attend?

Pallav Bhatt attended University Of South Australia, Mumbai University Mumbai.

Who are Pallav Bhatt's colleagues?

Pallav Bhatt's colleagues are Adrian Signore.

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