Home Loan Guide

• Feb 2018 - Present

Loan Consultant

• Feb 2018 - Feb 2022

Manager Mortgage Services

• Jul 2016 - Feb 2018

Dealing with all aspects of mortgage finance including, refinances, purchases, investment purchases, SMSF and construction loans. Assisting the Brokers in preparing customers scenarios and serviceability as well as overseeing the loan preparation and lodgement process. Liaising with clients, conveyancers and the lenders to keep abreast of developments at all times. Overseeing the mortgage administration area to ensure a superior customer experience is received to maximise on referrals and repeat business.

Loans Processing Manager

• Jan 2015 - Jul 2016

Dealing with all aspects of mortgage finance including, refinances, purchases, investment purchases, SMSF and construction loans. Assisting the Franchisee in preparing customers scenarios and serviceability as well as overseeing the loan preparation and lodgement process. Liasing with clients, conveyancers and the lenders to keep abreast of developments at all times. Providing a superior customer experience to ensure referrals and repeat business is received. Dealing with all aspects of mortgage finance including, refinances, purchases, investment purchases, SMSF and construction loans. Assisting the Franchisee in preparing customers scenarios and serviceability as well as overseeing the loan preparation and lodgement process. Liasing with clients, conveyancers and the lenders to keep abreast of developments at all times. Providing a superior customer experience to ensure referrals and repeat business is received.

Loan Officer

• Jan 2014 - Jan 2015

Review potential loan.mortgage applications and send out Finance Pack to clients. Obtain supporting documentation and submit relevant paperwork and application to lender. Process application, update client and other contacts throughout application stage. Obtain formal approval and see deal through to settlement. Post settlement queries. Support to broker preparing serviceability calculators and necessary other paperwork for preliminary assessment. Review potential loan.mortgage applications and send out Finance Pack to clients. Obtain supporting documentation and submit relevant paperwork and application to lender. Process application, update client and other contacts throughout application stage. Obtain formal approval and see deal through to settlement. Post settlement queries. Support to broker preparing serviceability calculators and necessary other paperwork for preliminary assessment.

Loans Officer

• Jul 2012 - Aug 2013

Deal with applications via broker channel for construction loans. Verify application and supporting documentation and approve/decline as necessary. Submit paperwork to mortgage insurer for approval. Manage construction loans, process progress payments. Work closely with Loans Manager Deal with applications via broker channel for construction loans. Verify application and supporting documentation and approve/decline as necessary. Submit paperwork to mortgage insurer for approval. Manage construction loans, process progress payments. Work closely with Loans Manager

Home Finance Manager

• May 2011 - Jul 2012