Peter Sreng

Mortgage Broker at RateOne Home Loans & Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU
Languages
  • English -

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Bio

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Credentials

  • Diploma of Finance & Mortgage Broking Management
    AAMC Training Group
    Sep, 2019
    - Nov, 2024

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Broker
      • Jul 2021 - Present

    • Senior Executive Assistant
      • Feb 2018 - Jul 2021

      Provided broker support for a broker recognised as one of Mortgage Professionals of Australia's Top 100 Brokers in 2018, 2019 & 2020.

    • Personal Assistant
      • May 2017 - Feb 2018

      Provided broker support

    • Australia
    • Insurance
    • 700 & Above Employee
    • Claims Consultant
      • Jul 2016 - Apr 2017

      At IAG, my role comprises of many tasks and responsibilities - mainly being there for RACV, NRMA and SGIC customers at their time of need.Generally my day to day activities include providing guidance on making a claim and the processes involved, lodging those claims and collecting accurate information and relevant documents.With all claims, additional steps may be required such as contacting trades people from a network of approved professionals and arranging repairs and/or tows for a policyholder, liaising with third parties to gather version of events and making liability decisions as well as handling complaints associated with any claims.With any existing claims lodged by customers, I am also required to analyse those claims, investigating any fraudulent activity, monitoring progress and identifying reasons as to the delays of claims.Whilst providing excellent customer service, my role must also be performed in adherence with legal requirements, industry regulations and customer quality standards set by IAG.

    • Australia
    • Outsourcing/Offshoring
    • 700 & Above Employee
    • Customer Experience and Sales Agent
      • Jan 2016 - May 2016

      My role at TSA Telco involved extensive outbound calls to existing and non-existing Telstra customers in an effort to establish a relationship by building rapport and ensuring each client receives a great customer experience.The reason behind the calls were to identify needs in customers and providing personalised solutions based on their lifestyle and current uses.The role itself comprised of extensive data entry and order processing, resolving disputes, managing customer profiles and exceeding daily targets by up-selling and cross-selling.

Education

  • Deakin University
    Bachelor’s Degree, Commerce (Accounting and Financial Planning)
    2015 - 2020

Community

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