Experience

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  Best Mortgages

  • Company Director and Mortgage Broker Specialist | Residential and Commercial Lending | New Zealand |

    • Jun 2016 - Present

  • Director and Mortgage Broker | Residential Property Finance | Auckland Wide

    • Jun 2016 - Jun 2016

    ✚ RESIDENTIAL MORTGAGES AUCKLAND WIDE ✚After 12 years in personal and commercial finance I made the decision to become a Mortgage Adviser and started my own business Best Mortgages providing residential mortgage finance Auckland wide. With experience working for three of the major trading banks as a home loan specialist - I know banking and mortgages inside out and this enables me to achieve the best results for my clients. ✚ HELPING YOU GET INTO A HOME I am passionate about helping you get into the home of your dreams. I know it’s not easy, particularly in the Auckland property market – the bank may have turned you down. I enjoy solving problems and removing the barriers to you getting finance. I can help you through the process and show you the options available dependent on your personal circumstances. My mission is to work for you, not the bank, and do all the hard yards and explain the financial terms so you are informed. ✚ ARE YOU FACING ANY OF THESE CHALLENGES:● Not enough deposit for the new banking regulations – there are different lending options for you● First time buyers who are unfamiliar with the property process – I will help you with the process and do the hard work for you● Bad Credit – I will help you find a solution to meet your needs ✚ I WORK WITH:● Couples● Business Owners ● Individuals● First Home Buyers● Property Investors✚ MORTGAGE FINANCE FOR:● First Home Purchases/Buyers● Refinancing or Top Ups● New Builds● Renovations ● Holiday Homes● Commercial Property● Residential Investment Properties ✚ For a no obligation appointment call me on 021 449 177 or email [email protected]

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  WE Finance Ltd

  • Auckland, New Zealand

  • Founder/Director

    • Nov 2013 - Jun 2016
    • Auckland, New Zealand

    With over 12 year’s experience in personal and commercial finance I have taken the decision to leverage my expertise in the establishment of an independent company that provides a full range of finance products to clients including: personal loans, residential property purchase, construction loan...

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  ANZ

  • Auckalnd

  • Home Loan Specialist

    • Dec 2012 - Sep 2013
    • Auckalnd

    Role definition:To proactively build and maintain strong connections and networks with a diverse range of local businesses and professional practices - whilst promoting and selling the financial services of ANZ Bank for residential and commercial loans. The primary focus was one of business devel...

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  Westpac

  • Mobile Mortgage Manager

    • Jan 2012 - Dec 2012

    Role definition:To proactively build and maintain strong connections and networks with a diverse range of local businesses and professional practices - whilst promoting and selling the financial services of Westpac Bank for residential and commercial loans. The primary focus was one of business development with a high client service emphasis. The secondary objective was to obtain a potential client’s new business across all their potential banking and insurance needs whilst introducing them to the products and services available through Westpac’s extensive branch network.Core responsibilities:• Implementing a business unit marketing plan, relative to geographical environment - recognising the business value of involving people from different backgrounds, gender, age, culture and characteristics - while valuing different thinking by building and developing a diverse referral group.• Provide accurate relevant information to prospective borrowers by recognizing what people are feeling, understanding their perspective and responding appropriately to the situation.• Obtain pertinent financial and loan information and conduct preliminary analysis giving me the ability to drive and seek out and develop new business opportunities. This includes selling and marketing the banks products and services to maximize opportunities to win business by selling the advantages and benefits of the banks services rather than discounting establishment and other bank fees as a means of securing a sale.• Identify cross selling opportunities and communicate them to the correct channel.• Establish and maintain relationships with key referral sources, leveraging off these relationships to establish new contacts and or/ referrals.• Provide key referral sources with up to date information about the banks residential products and services, fees, policy and interest rates.

  • Personal Bank Manager

    • Jan 2011 - Jan 2012

    Role Definition: Develop and maintain close working relationships, and provide excellent service, to satisfy the financial needs of my portfolio of high value customers. This is done in order to maximize value and profitability by increasing relationship depth and reducing customer attrition.Core Responsibilities:• Provide a relationship management service to a geographically based portfolio of high value customers either face to face or on the telephone, depending on their requirements.• Develop and implement a strategy for researching customers information and maintaining regular, proactive contact which is seen by customers to be on their agenda and which further strengthens customer relationships.• Provide a comprehensive sales support service to the portfolio of customers, making needs based recommendations on banking code and regulated products for which I am authorized. Introducing the customer to the specialist sales force where appropriate.• Ensure the effective use and maintenance of the bank’s systems and procedures, including compliance requirements.• Influence local marketing activity within the franchise in order to support value growth.• Actively support and assist the branch manager and other colleagues, to ensure that planned levels of performance and service quality can be consistently achieved throughout the branch.• Coach and act as a mentor to other sales force colleagues in order to instill desired customer relationship management behaviors.• Develop and maintain knowledge of banking code, Lending requirements and general insurance products, whilst being able to demonstrate knowledge through the achievement of ongoing license requirements.• Keep documented records of all training, coaching and observations.