Sara Lee

Sara Lee Email and Phone Number

Licensed Mortgage Broker @ Australia
Australia
Sara Lee's Location
Australia, Australia
About Sara Lee

I am deeply passionate about helping individuals and families achieve their homeownership dreams by providing them with expert guidance and personalized mortgage solutions. Integrity, transparency, and client satisfaction are at the core of my professional values, and I am committed to upholding these principles in every interaction. As a mortgage broker at Sirius Group, I am dedicated to empowering clients with the knowledge and resources they need to make informed decisions and secure their financial future.Whether you're a prospective homebuyer/home refinance seeking guidance or a industry professional interested in collaboration, I welcome the opportunity to connect and discuss how I can assist you in achieving your objectives. Let's work together to turn your homeownership aspirations into reality!

Sara Lee's Current Company Details
SIRIUS Consultation Pty Limited

Sirius Consultation Pty Limited

Licensed Mortgage Broker
Australia
Sara Lee Work Experience Details
  • Sirius Consultation Pty Limited
    Licensed Mortgage Broker
    Sirius Consultation Pty Limited
    Australia
  • Sirius Group
    Licensed Mortgage Broker
    Sirius Group May 2024 - Present
    Sydney, New South Wales, Australia
  • Nab
    Product Manager
    Nab May 2023 - Mar 2024
    Australia
    Responsible for end-to-end campaign execution, from campaign and pricing set up, customer selection, channel, communication to fulfillment.Responsible for leading the development and design of existing customer communications including marketing campaigns, website updates and terms and conditions changes.Ensure proper documentation of all policies and procedures, including controls and governance of campaign and project approvals, execution and fulfillment.Assist with reporting and… Show more Responsible for end-to-end campaign execution, from campaign and pricing set up, customer selection, channel, communication to fulfillment.Responsible for leading the development and design of existing customer communications including marketing campaigns, website updates and terms and conditions changes.Ensure proper documentation of all policies and procedures, including controls and governance of campaign and project approvals, execution and fulfillment.Assist with reporting and MIS of existing customer portfolio and campaigns. Supporting with retention frameworks and activities to minimise attrition and identifying solutions for product changes such as pricing and fee changes, channel launches and communication strategy. Show less
  • Citi
    Vice President, Portfolio Management And Lending - Cards And Unsecured Lending
    Citi May 2022 - Dec 2022
    Hong Kong Sar
    Responsible for driving the growth of personal loan, revolving loan and credit card core interest including revolving balances, credit line management, fees and pricing.Responsible for sales and marketing activities to achieve sales target and customer retention.Monitor the performance of sales channels and evaluate programs results, work closely with internal parties to drive new business.Keep abreast of latest market trend, analyse customers' behaviour, key financial drivers’ and… Show more Responsible for driving the growth of personal loan, revolving loan and credit card core interest including revolving balances, credit line management, fees and pricing.Responsible for sales and marketing activities to achieve sales target and customer retention.Monitor the performance of sales channels and evaluate programs results, work closely with internal parties to drive new business.Keep abreast of latest market trend, analyse customers' behaviour, key financial drivers’ and competitors’ strategy to sustain business growth and maintain competitiveness in the market.Drive product development and system enhancement projects to comply with regulatory requirements.Represent Consumer Lending Business to coordinate the MCRA (Multiple Credit Reference Agencies) project with the Hong Kong Association of Banks, the Hong Kong Association of Restricted Licence Banks and Deposit-Taking Companies and the Licensed Money Lenders Association Limited. Show less
  • Citi
    Vice President, Direct Banking Operation And Control
    Citi Jan 2020 - Apr 2022
    One Bay East
    Perform in-depth evaluation of basic operations and business processes, family procedures and industry standards for business supported to identify and resolve complex problems.Influence decisions through advice and counsel as well as facilitate services to other in area.Serve as an analytical and procedural expert, representing a unit or team on cross function operational processes and project deliverable.Coordinates and contribute to initiative that support the goals of the… Show more Perform in-depth evaluation of basic operations and business processes, family procedures and industry standards for business supported to identify and resolve complex problems.Influence decisions through advice and counsel as well as facilitate services to other in area.Serve as an analytical and procedural expert, representing a unit or team on cross function operational processes and project deliverable.Coordinates and contribute to initiative that support the goals of the operation function and overall business.Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its client and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Show less
  • Citi
    Vice President, Branch Manager
    Citi Oct 2015 - Dec 2019
    Hong Kong Sar
    Responsible for the overall Branch management and generation of sales from retail customers.Build and maintain a high-quality team with synergy and motivate staff towards exceeding individual as well as branch goals.Ensure smooth branch operation and service. To achieve satisfactory audit rating and service standard through meeting all regulatory requirements. Internal control guidelines and service standard.
  • Citi
    Assistant Vice President, Mortgage Product Manager
    Citi Apr 2014 - Oct 2015
    Hong Kong Sar
    Assist senior management in formulating and executing mortgage business plans.Develop and maintain good relationship with business partners to explore business opportunities.Formulate joint promotion schemes with business partners to increase sales volume.Co-ordinate sales activities and organize training program for front-line staffs.Assist in designing product base on marketing plans.Identify and streamline the business and operation processes to optimize… Show more Assist senior management in formulating and executing mortgage business plans.Develop and maintain good relationship with business partners to explore business opportunities.Formulate joint promotion schemes with business partners to increase sales volume.Co-ordinate sales activities and organize training program for front-line staffs.Assist in designing product base on marketing plans.Identify and streamline the business and operation processes to optimize efficiency.Review and report business status. Effectiveness of the marketing campaigns and business plans periodically.Provide product and credit trainings to new hire sales employees to ensure they have comprehensive knowledge of various credit products offered and a solid understanding of fundamental credit principles. Show less
  • Citi
    Assistant Vice President, Lending Sales Process Manager
    Citi Feb 2011 - Apr 2014
    Hong Kong Sar
    Played a pivotal role in the successful execution of system migration (Rainbow project) for lending businessExpand the lending business at Branch Banking to achieve the pre-determined goals including sales and revenue target, upkeep the quality of services delivered and ensure compliance with the established Bank’s policy, guidelines and regulatory requirements.Represent Branch Banking to liaise with Risk Management, Credit Operation, Product and Channel Team to formulate or implement… Show more Played a pivotal role in the successful execution of system migration (Rainbow project) for lending businessExpand the lending business at Branch Banking to achieve the pre-determined goals including sales and revenue target, upkeep the quality of services delivered and ensure compliance with the established Bank’s policy, guidelines and regulatory requirements.Represent Branch Banking to liaise with Risk Management, Credit Operation, Product and Channel Team to formulate or implement new credit policy/guideline, support branch lending model, reinforce our value proposition and ensure supporting key pillars in place to sustain our core competence at the sales front.Coordinate training courses and credit examination to branch credit approvers.Timely and candidly assess the issues/competitive factors and exploit opportunities to grow the market share and sustain our leading position in overall lending market.Work with Product Team to monitor/streamline the sales process of lending business to reduce QC critical error rate and ensure sales efficiency and productivity. Show less
  • Citi
    Manager, Unsecured Lending Product Manager
    Citi Oct 2008 - Feb 2011
    Hong Kong Sar
    Assist in the formulation of business strategies to grow the customer base and overall product portfolio.Formulate product offers and pricing structures to create market differentiation.Establish policies, MIS structure, sales incentive scheme and business workflows.Work closely with internal parties and frontline in the implementation of marketing and product cross-selling programs to achieve business goals.Manage product profit/loss and sales channel effectiveness.Provide… Show more Assist in the formulation of business strategies to grow the customer base and overall product portfolio.Formulate product offers and pricing structures to create market differentiation.Establish policies, MIS structure, sales incentive scheme and business workflows.Work closely with internal parties and frontline in the implementation of marketing and product cross-selling programs to achieve business goals.Manage product profit/loss and sales channel effectiveness.Provide product and credit trainings to new hire sales employees to ensure they have comprehensive knowledge of various credit products offered and a solid understanding of fundamental credit principles. Show less
  • Citi
    Manager, Branch Manager - Citifinancial
    Citi Sep 2005 - Oct 2008
    Hong Kong Sar
    Manage daily operations of branch for personal loan, revolving loan mortgage, credit cards and insurance business.Responsible for branch marketing and business development to generate quality asset growth.Leading to achieve the pre-assigned target for business growth and delinquency control.Responsible for customer service quality, maintenance and obtain customer comments on the products and services.Comply with established policies and procedures to safeguard both banks’ and… Show more Manage daily operations of branch for personal loan, revolving loan mortgage, credit cards and insurance business.Responsible for branch marketing and business development to generate quality asset growth.Leading to achieve the pre-assigned target for business growth and delinquency control.Responsible for customer service quality, maintenance and obtain customer comments on the products and services.Comply with established policies and procedures to safeguard both banks’ and customers’ assets.Executed branch unsecured loan approval with credit delegation HK$150,000. Show less
  • Citibank (Hong Kong) Limited
    Assistant Branch Manager - Citifinancial
    Citibank (Hong Kong) Limited Feb 2005 - Sep 2005
    Hong Kong Sar
    Assist branch manager to manage daily operations of branch for personal loan, revolving loan mortgage, credit cards and insurance business.Perform branch marketing activities with other branch colleagues in order to generate quality asset growth.Assist branch manager to achieve the pre-assigned target for business growth and delinquency control.Provide customer service quality, maintenance and obtain customer comments on the products and services.Comply with established policies… Show more Assist branch manager to manage daily operations of branch for personal loan, revolving loan mortgage, credit cards and insurance business.Perform branch marketing activities with other branch colleagues in order to generate quality asset growth.Assist branch manager to achieve the pre-assigned target for business growth and delinquency control.Provide customer service quality, maintenance and obtain customer comments on the products and services.Comply with established policies and procedures to safeguard both banks’ and customers’ assets.Executed branch unsecured loan approval with credit delegation HK$80,000. Show less
  • Citibank (Hong Kong) Limited
    Customer Relationship Officer - Citifinancial
    Citibank (Hong Kong) Limited May 2004 - Feb 2005
    Hong Kong Sar
    Assist the Branch Manager and Assistant Branch Manager in branch marketing/business developments for generation of quality asset growth, and in monitoring the sales and credit performance of business.Build and deepen relationship with customers through delivering superior customer services when handling product inquiries and operations.Conduct branch credit management and delinquency control.Perform credit evaluation and loan approval on all unsecured lending products applications… Show more Assist the Branch Manager and Assistant Branch Manager in branch marketing/business developments for generation of quality asset growth, and in monitoring the sales and credit performance of business.Build and deepen relationship with customers through delivering superior customer services when handling product inquiries and operations.Conduct branch credit management and delinquency control.Perform credit evaluation and loan approval on all unsecured lending products applications in accordance with the established credit criteria, processing guidelines and risk-based pricing strategy while at the same time meeting the service and productivity standards.Achieve individual’s and team’s sales targets. Comply with established policies and procedures to safeguard both banks’ and customers’ assets.Executed branch unsecured loan approval with credit delegation HK$37,500. Show less

Sara Lee Education Details

Frequently Asked Questions about Sara Lee

What company does Sara Lee work for?

Sara Lee works for Sirius Consultation Pty Limited

What is Sara Lee's role at the current company?

Sara Lee's current role is Licensed Mortgage Broker.

What schools did Sara Lee attend?

Sara Lee attended University Of Sydney.

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