Mortgage Specialist (Senior Sales Associate)

• Jun 2023 - Present

Mortgage Consultant

• Oct 2022 - Jun 2023

1) Assess borrowers loan eligibility. 2) Explain different type of mortgage loans and terms and conditions associated. 3) Assisting borrowers in completing and submitting of loan applications. 4) Working with lenders to obtain loan approval. 5) Providing guidance and support throughout loan application process to conveyancing with lawfirm. 6) Provide the most competitive rates across all banks and assist to appeal for deviated rates. 7) Followup with client when lock in is due for refinancing. Show less

Group Fitness Instructor

• Dec 2022 - Apr 2023

1) Planning and preparing class content: Develop workout routines that are safe, challenging, and meet the needs of the participants. 2) Demonstrating exercises: Demonstrate proper form, technique, and modifications for each exercise to ensure that participants perform the movements correctly and avoid injury. 3) Motivating participants: Maintain energy and enthusiasm to keep participants engaged and motivated throughout the class. 4) Maintaining a safe environment: Aware of participant’s abilities and limitations, and make necessary adjustments to ensure that the class is safe for all participants. 5) Monitoring and correcting form: Observe participants and provide feedback and corrections to help them perform the exercises correctly and achieve their goals. 6) Modifying exercises: Adapt exercises to meet the needs of participants with injuries or disabilities. Show less

Mortgage Consultant

• Mar 2021 - Aug 2021

1) Assess borrowers loan eligibility. 2) Explain different type of mortgage loans and terms and conditions associated. 3) Assisting borrowers in completing and submitting of loan applications. 4) Working with lenders to obtain loan approval. 5) Providing guidance and support throughout loan application process to conveyancing with lawfirm. 6) Provide the most competitive rates across all banks and assist to appeal for deviated rates. 7) Followup with client when lock in is due for refinancing. Show less

Mortgage Consultant

• Jan 2020 - Jan 2021

1) Assess borrowers loan eligibility. 2) Explain different type of mortgage loans and terms and conditions associated. 3) Assisting borrowers in completing and submitting of loan applications. 4) Working with lenders to obtain loan approval. 5) Providing guidance and support throughout loan application process to conveyancing with lawfirm. 6) Provide the most competitive rates across all banks and assist to appeal for deviated rates. 7) Followup with client when lock in is due for refinancing. Show less

Wealth Planning Manager

• Nov 2017 - Jan 2020

1) Understanding the financial needs of clients and recommending appropriate products and services. 2) Building and maintaining strong relationships with clients, through regular communication and face-to-face meetings. 3) Identifying new business opportunities and cross-selling the bank's products and services to existing clients. 4) Providing financial advice and guidance to clients, and helping them to make informed decisions about their finances. 5) Maintaining an in-depth knowledge of the bank's products and services, and staying up-to-date with changes in the financial marketplace. 6) Ensuring that clients receive prompt and efficient service, and resolving any issues or complaints in a timely manner. 7) Keeping accurate records of client interactions and transactions, and preparing reports as required. Show less

Manager

• Sep 2007 - Nov 2017

1) Overseeing the preparation and serving of food and beverages, ensuring that all products are made to the highest quality standards. 2) Managing the team of baristas and other staff members, providing direction and support as needed. 3) Maintaining a clean and organized store environment, including ensuring that equipment is properly maintained and that all health and safety standards are met. 4) Monitoring cash handling procedures, ensuring that transactions are accurately recorded and that all cash is properly accounted for. 5) Assisting with training and development of new staff members, and providing ongoing coaching and feedback to ensure their success. 6) Resolving customer complaints and issues in a professional and timely manner. 7) Ensuring that all store policies and procedures are followed, including those related to food safety, cash handling, and customer service. 8) Managing inventory levels, ordering supplies as needed, and ensuring that all products are properly stored. Show less