Samir Mehta Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Australia

We compare loans from more than 40 lenders to help find the best deal for you.We pride ourselves on making the process simple, straightforward and hassle-free.We want you to experience the ultimate peace of mind so that owning a home is the key to happiness, not a source of stress.

North Shore And Northern Beaches

Northern Beaches And Hills District

• Deliver profitable business outcomes and meet customers small business, consumer banking and wealth needs• Proactively cultivate and build on referral partners network to generate quality referral business• Manage all internal and external relationships with key parties in a residential mortgage transaction• Build strong referral relationships with branch staff, external referral partners and other stake holders• Establish community presence and networks within the Northern Beaches region• Manage client database post settlement to ensure customer retention and generate referrals• Refer and sell lending, deposit, insurance and financial planning products and services • Prepare and provide accurate and timely financial and activity reports • Ensure Policy and Procedure compliance• Attend CPD and compliance training to ensure compliance with current regulations• Maintain knowledge of current lending products and trendsHighest Achievements• Consistently met and exceeded KPI targets for Productivity, Conversion, Settlement, Compliance / Sales Quality and NPS Score• YTD Performance - $75 million+ in settled business for year ending Sept 2021; NPS – Channel 100 and Brand 83; Productivity – 3.4 drawdowns/week

Sydney, New South Wales, Australia

• Managed start-up operations activity for the company• Completed lender trainings and accreditations (25 lenders)• Signed up referral partners using the Book – 7 Easy Steps to Mortgage Freedom• Initiated marketing activity to existing client data base

Sydney

• End to End Execution of the entire Mortgage Process • Support clients through sale presentation, application submission through to settlement• Completion of training in Products, Policies and Systems, Compliance, Responsible Lending and Living expenses• Engaging stakeholders through formed Cross Referral relationships in Business Banking and Financial Planning

Sydney, Australia

• Manage and execute the mortgage process from leads and applications through to settlement• Manage all internal and external relationships with key parties in the residential mortgage transaction• Manage client database post settlement to ensure client satisfaction and generate referrals• Manage regular marketing activity at various schools in the allocated territory• Refer and sell other lending, deposit, insurance and financial planning products and services• Prepare and provide daily, weekly and monthly activity reports • Maintain current knowledge with CPD and compliance training• Consistently maintained highest submission to funding conversion rate across the organisation ($48.7 million settled from $48.9 million in submitted loans for FYE 2017)• Initiated the “Refer a Friend” marketing strategy for Lead Generation• Assisted in the streamlining of the Approval in Principle Process• Trained the Lending team on Investment Debt Structuring

Sydney, Australia

• Manage and execute the mortgage process from leads and applications through to settlement• Liaise and manage all internal and external relationships with key parties in residential mortgage transactions• Manage relationships with key stakeholders at various worksites – Union delegates, Superfunds and BDMs• Present at Superfund and Union Seminars/Meetings to generate new business Leads• Manage regular marketing activity at various worksites• Refer and sell lending, deposit, insurance and financial planning products and services• Prepare and provide accurate and timely financial and activity reports • Ensure policy and procedure compliance by the branch • Attend CPD and compliance training to ensure compliance with current regulations• Maintain knowledge of current lending products and trends• Recognition for reaching $100m in Home Loan Settlements over a 12 month period across 2FY• Awarded NSW “Change Champion” during system transition

Chartered Accountancy (Inter)

Diploma Of Finance And Mortgage Broking

Certificate Iv In Financial Services

Bachelor’S Degree In Commerce (Hons)