Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Accomplishments
Timeline
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Claire Astle

Claire Astle

Frankston South,Victoria

Summary

Self-motivated and passionate about combining analysis and strategy, driving new opportunities and building professional relationships. Strong work ethic, adaptable, and with desire to take on new challenges. Committed employee with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Portfolio Finance Strategist

Loans Australia
Cheltenham, VIC
11.2020 - Current
  • Developed and implemented strategies to originate mortgage loans from various sources.
  • Established relationships with lenders, investors, underwriters and other key stakeholders in the lending process.
  • Reviewed existing mortgages for refinancing opportunities or modifications based on current market conditions.
  • Negotiated terms and conditions with customers in order to secure optimal financing packages.
  • Analyzed customer's financial information including income, assets, liabilities and credit history to assess risk profile.
  • Facilitated communication between clients and lenders throughout the entire loan origination process.
  • Maintained up-to-date knowledge of changing regulations related to mortgage products offered by lenders.
  • Provided guidance to borrowers regarding their individual financial situations and available options for securing financing solutions.

Business Manager

Loans Australia
Cheltenham, VIC
08.2016 - 11.2020
  • Developed and implemented policies and procedures to improve operational efficiency.
  • Improved tools to enable better tracking and business analysis.
  • Maximized business growth by driving high adoption and usage of marketing platform.
  • Designed strategies for improving the quality of services provided by the organization.

Client Relationship Manager

International Portfolio Group
Cheltenham, VIC
10.2013 - 08.2016
  • Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
  • Identified new business opportunities through research and analysis of client needs.
  • Established new and maintained existing client relationships by cultivating open and positive dialogue, delivering high-quality service and following up after sales close.

Client Consultant

SeventeenHundred
Sydney, NSW
09.2011 - 09.2013
  • Met with local business and community organizations to develop leads and generate business.
  • Established long-term relationships with key stakeholders within each organization.
  • Developed comprehensive strategies to meet the clients' objectives.

Job Placement Specialist

Max Employment
Chelsea, VIC
08.2010 - 08.2011
  • Provided guidance to clients on how to prepare for interviews.
  • Advised clients on the best strategies for finding employment.
  • Facilitated workshops and seminars related to career development, resume writing, interviewing techniques.
  • Developed relationships with employers to identify potential job openings.
  • Analyzed client data such as skills, experience, education level, and interests to match them with appropriate jobs.

Franchise Owner

Refund Home Loans
Werribee, VIC
09.2005 - 09.2010
  • Handled day-to-day business issues expertly to maintain efficient, successful operations.
  • Boosted business with successful marketing strategies and customer appreciation events.
  • Maintained financial records, such as income statements, balance sheets and budget reports.
  • Built partnerships with organizations in the community to promote the brand's visibility.
  • Researched competitors' offerings and developed strategies for differentiating services from other brokers and lenders.
  • Ensured compliance with state and federal laws governing mortgage lending operations.
  • Provided guidance on the selection of loan products best suited for clients' needs.
  • Built business base by word of mouth as result of maintaining positive relationships with former borrowers.
  • Offered assistance and coaching to other mortgage brokers to help develop new business.

Education

Diploma - Finance and Mortgage Broking Management

International Institute of Technology
Remote
10-2021

Diploma - Business And Management

The Australian Academy of Business
Remote
07-2014

Certificate IV - Financial Services/Mortgage Broking

National Finance Institute
Melbourne, VIC
08-2005

Post Grad - Human Resources

Deakin University
Geelong
10-2004

Bachelor of Behavioural Science - Psychology

SeventeenHundredLa Trobe University
Bundoora
11-1993

Skills

  • Skilled in Mercury CRM
  • Efficient Time Management
  • Borrower Financial Assessment
  • Loan Application Processing
  • Client Engagement and Assistance
  • Sales Strategy Development
  • Strong Analytical Skills
  • Regulatory Compliance

Affiliations

  • Sailing
  • Singing
  • Cooking
  • Gardening

Certification

  • MFAA Accredited

Accomplishments

  • Award Nominee & Finalist Australian Mortgage Awards & Better Business Awards
  • Winner of Aggregator Excellence Award

Timeline

Portfolio Finance Strategist

Loans Australia
11.2020 - Current

Business Manager

Loans Australia
08.2016 - 11.2020

Client Relationship Manager

International Portfolio Group
10.2013 - 08.2016

Client Consultant

SeventeenHundred
09.2011 - 09.2013

Job Placement Specialist

Max Employment
08.2010 - 08.2011

Franchise Owner

Refund Home Loans
09.2005 - 09.2010

Diploma - Finance and Mortgage Broking Management

International Institute of Technology

Diploma - Business And Management

The Australian Academy of Business

Certificate IV - Financial Services/Mortgage Broking

National Finance Institute

Post Grad - Human Resources

Deakin University

Bachelor of Behavioural Science - Psychology

SeventeenHundredLa Trobe University

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Claire Astle