Benjamin Chen
Melbourne,VIC
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Mortgage Broker Assistant. Ready to help team achieve company goals.
Overview
1
1
year of professional experience
Work History
Assistant Mortgage Broker
Morlly Group Pty Ltd
05.2022 - 07.2023
- Calculated debt-to-income ratios to determine maximum loan amounts and avoid overextending applicants.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Analyzed credit reports to assess risk and determine applicants' ability to repay loans.
- Reviewed and validated details of loan applications and closing documentation.
- Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Education
Cert IV in Finance And Morgage Broking - Finance And Mortgage Broking
Farsta Finance & Related Services Training Academy
Level 7, 39 Sherwood Road, Toowong Qld 406612.2022
Skills
- Decision-Making
- MS Office
- Excellent Communication
- Active Listening
- Cultural Awareness
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Japanese
Limited Working
Timeline
Assistant Mortgage Broker
Morlly Group Pty Ltd
05.2022 - 07.2023
Cert IV in Finance And Morgage Broking - Finance And Mortgage Broking
Farsta Finance & Related Services Training Academy