Experience

RateOne Home Loans

• Australia
• Financial Services
• 1 - 100 Employee

• Mortgage Broker

  • May 2019 - Present



Archer Mortgage Group

• Australia
• Financial Services

• Mortgage Broker

  • Aug 2018 - Mar 2019

  Archer Mortgage Group specializes in providing Professionals with expert advice and guidance on your current finance situation- • Always looking for Investment Opportunities but don’t have a specialist Financial Advisor? • Don’t currently have access to the Special Finance Rates Professionals have access to? • Struggle for time to chase your bank to secure a better finance deal each year? • Would you like to know the most beneficial Finance options and structures available for Professionals? Our goal is to help young professionals to achieve their dreams by setting up and strategizing their lending with better financial solutions and better education. We specialize in investment lending strategy and this includes but is not limited to: • Investment Loans • Commercial Loans • Asset Finance • Owner Occupied Loans Show less



The Australian Lending & Investment Centre

• Australia
• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • Aug 2017 - Jun 2018

  The Australian Lending & Investment Centre (ALIC) is an award-winning financial brokerage which assists clients in achieving their investment goals and building personal wealth through ensuring the right lending structure is implemented.ALIC is strategy focused and adopts a holistic approach when developing loan structures to ensure the best financial results. Our clients are risk-tolerant who understand investment and are seeking long-term wealth creation.As a Client service manager, I help bridge the clients to the banks, updating and communicating the process of their loans and creating a comfortable atmosphere between banks ever changing processes and clients overall experience. Show less

• Loan Administration Officer

  • May 2017 - Aug 2017



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Customer Service Specialist

  • Mar 2013 - May 2017

  Role consists of; • Daily face to face interaction with customers • Identifying and anticipating customers financial needs • Handling Proactive Outbound Service calls • Confident understanding of all the products available for the customer • Confident understanding of all the Service needs available for the customer • Troubleshooting and maintaining certain expectations on Individual KPI targets • High competence level on identifying specialist referrals for Home lending and Financial Planning • High competence in cross sale tags as well as closing the cross sale tags • High focus around the service of the customer • Building strong relationships with customers to secure repeat business • Ability to build rapport with customers Show less