ANU SUNNY
Parramatta
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Manage high-volume loan paperwork in dynamic environments with high production, approval, and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Lending Assistant
Prosperity Advisers (Sydney) Pty Ltd
05.2024 - Current
- Collect and verify supporting documents against the documentation standards and index them based on the filing protocol.
- Assess funding position, borrowing capacity, and security quality by analyzing clients' background and financial situation.
- Conduct policy research, obtain pricing, and prepare product comparison.
- Produce loan strategy reports and credit proposals that are in line with clients' objectives and requirements.
- Ensure CRM (Broker Engine and FLEX) and lending systems are up to date and accurate.
- Lodge loan applications on 'Apply Online"
- Work with credit assessors to secure loan approval
- Prepare applications for settlement.
- Complete the post-settlement process.
- Conduct scheduled loan and pricing reviews.
Senior Mortgage Support Officer
Fastgrow Finance Pty Ltd
06.2023 - 01.2024
- Provide residential mortgage broking solutions that meet client's specific financial needs and requirements.
- Take ownership in fostering and maintaining a strong relationship with the client and the bank
- Ensure lender applications and associated documentary evidence is accurately correlated and submitted
- Managed a portfolio of over 100 clients
- Make sure client is informed of loan progress at regular intervals
- Ensure CRM (Mercury and FLEX) and lending systems are up to date and accurate
- Follow the 'Loan Process Checklist' ensuring all compliance checks are complete
- Maintain knowledge of lenders' products, policies, and service levels
Pharmacy Assistant
Chemist Warehouse
11.2022 - Current
- Kept pharmacy counter and related areas clean, neat and organized.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Greeted customers and responded to questions with friendly, knowledgeable assistance.
- Dealt with Click and Collect orders.
MORTGAGE SUPPORT OFFICER
SK Capital Pty Ltd
11.2021 - 05.2023
- Compile, submit and process applications with appropriate lenders as well as, monitor the application through to settlement on behalf of client
- Ensure lender applications and associated documentary evidence is accurately correlated and submitted
- Make sure client is informed of loan progress at regular intervals
- Ensure CRM (Mercury and FLEX) and lending systems are up to date and accurate
- Follow the 'Loan Process Checklist' ensuring all compliance checks are complete
ONLINE SHOPPER AND DELI TEAM MEMBER
Woolworths Group
08.2021 - 10.2021
- Tender customer orders at point-of-sale using payment information provided and activate any customer rewards accounts for best price availability
- Review orders prior to pick up for accuracy and purchase-by dates
- Place completed orders in labeled, temperature-appropriate storage pending customer pick up
- Unload daily deliveries and makes sure deli display cases are organized and fully stocked with fresh food
- Use portion scales, handheld printers, and point-of-sale systems to price items and complete transactions
- Operate all deli equipment according to safety guidelines
BROKER SUPPORT OFFICER
Dezire Mortgage Solutions
04.2021 - 10.2021
- Accurately manage and execute all loan submissions
- Liaising with clients, brokers, and lenders to ensure that loans are approved as efficiently as possible
- Actively managing client relationships through regular updates and support throughout home loan process
- Assist brokers with packaging and lodging loan applications in Apply Online
- Maintain database/CRM systems- through use of Infynity
- Ensuring all documentation has been collated and signed
- Settlement coordination with clients, brokers, lenders and solicitors to ensure deadlines are met
SUPERVISOR- RETAIL ASSISTANT
Priceline Pharmacy
04.2019 - 07.2021
- Helped customers complete purchases, locate items and join loyalty programs
- Mentored new team members on POS system operation, customer service strategies and sales goals
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies
- Dealt with Click and Collect orders
- Experience using Fred Office
Education
Master of Applied Economics - Economics and Finance
Macquarie University
Sydney, NSW07.2021
Skills
- Loan Processing
- Client Account Management
- Leadership Skills
- Credit policies
- Loan Product Knowledge
- Analytical Skills
- Processing Loan Applications
- Team Management
Certification
- Membership in MFAA & AFCA
- Diploma of Finance & Mortgage Broking Management
- Certificate IV - Finance and Mortgage Broking
- Certificate II - Community Pharmacy
Timeline
Lending Assistant
Prosperity Advisers (Sydney) Pty Ltd
05.2024 - Current
Senior Mortgage Support Officer
Fastgrow Finance Pty Ltd
06.2023 - 01.2024
Pharmacy Assistant
Chemist Warehouse
11.2022 - Current
MORTGAGE SUPPORT OFFICER
SK Capital Pty Ltd
11.2021 - 05.2023
ONLINE SHOPPER AND DELI TEAM MEMBER
Woolworths Group
08.2021 - 10.2021
BROKER SUPPORT OFFICER
Dezire Mortgage Solutions
04.2021 - 10.2021
SUPERVISOR- RETAIL ASSISTANT
Priceline Pharmacy
04.2019 - 07.2021
- Membership in MFAA & AFCA
- Diploma of Finance & Mortgage Broking Management
- Certificate IV - Finance and Mortgage Broking
- Certificate II - Community Pharmacy
Master of Applied Economics - Economics and Finance
Macquarie University
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