Acacia Lanham

• Assisted in developing company policies and procedures related to mortgage operations while adhering to regulatory requirements at all times.
• Expanded business through referrals by consistently delivering exceptional service and fostering long-term customer relationships.
• Mentored junior mortgage advisors, sharing industry insights and best practices to improve team performance.
• Conducted comprehensive financial analyses to identify potential risks and recommend suitable loan products for various client profiles.

• Assessed credit risk and analyzed financial statements.
• Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
• Analyzed credit scores to determine borrowers' creditworthiness.
• Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.

.

• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
• Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
• Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
• Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
• Collaborated with lenders to secure competitive interest rates and terms, resulting in more affordable home financing options.
• Streamlined the loan application process for faster approvals and increased customer retention.
• Provided ongoing support for past clients to maintain strong relationships and encourage referrals for future business opportunities.
• Mentored junior team members by sharing best practices.

• Payroll of all staff members through MYOB
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Responded to inquiries from callers seeking information.
• Reconcile cash on premise and organise banking
• Set up social media latforms for the business

• Developed and maintained courteous and effective working relationships.
• Maintained energy and enthusiasm in fast-paced environment.
• Understood and achieved my monthly KPIs surrounding vehicle sales and customer feedback
• Carried out day-day-day duties accurately and efficiently.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Demonstrated respect, friendliness and willingness to help wherever needed.