Brett Nicholson
Melbourne,VIC
Summary
I have more than 10 years working within the finance industry as a mortgage broker and financial analyst. I have very strong problem solving skills and ability to deal with customers.
Overview
15
15
years of professional experience
Work History
Financial Analyst
Victorian Gold
Melbourne
02.2019 - 12.2024
- Analyzed trends in financial performance to identify areas for improvement.
- Provided guidance on investment decisions based on current economic trends and forecasts.
- Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
- Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
- Analyzed financial data to identify trends, patterns and strategies.
- Evaluated complex financial information from multiple sources to make sound recommendations.
- Managed investment portfolio by tracking performance and adjusting strategies based on market trends.
Mortgage Broker
Melbourne Financial Group
02.2010 - 02.2019
- Developed strategies to maximize customer satisfaction while minimizing risk associated with loan origination activities.
- Employed fresh marketing techniques to expand book of business.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Verified accuracy of all documentation prior to submission to underwriting department.
- Performed regular follow-ups on loan applications in order to meet deadlines.
- Approved or denied loan applications and explained reasoning behind decisions.
- Ensured compliance with state and federal laws governing mortgage lending operations.
- Offered assistance and coaching to other mortgage brokers to help develop new business.
- Analyzed financial information, credit reports and appraisals to determine mortgage eligibility.
- Informed customers of loan application requirements and deadlines.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Clarified mortgage loan process details to educate borrowers.
- Served as liaison between borrowers and lenders and collaborated with both parties to obtain optimal loans for home purchases.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Education
MBA - Finance
Monash University
Clayton, VIC12-2002
Bachelor of Economics - Econometrics And Quantitative Economics
La Trobe University
Melbourne, VIC06-1999
Skills
- Financial analysis
- Problem solving
- Reading bank statements and mortgage documents
- Direct customer service
- Ability to manage angry customers
Timeline
Financial Analyst
Victorian Gold
02.2019 - 12.2024
Mortgage Broker
Melbourne Financial Group
02.2010 - 02.2019
MBA - Finance
Monash University
Bachelor of Economics - Econometrics And Quantitative Economics
La Trobe University
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