Summary
Overview
Work History
Skills
Timeline
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Deborah Kiely

Subiaco,WA

Summary

Proactive Medical Finance Specialist with extensive experience in loan origination and portfolio management. Skilled in financial analysis, risk management, and establishing strong banking partnerships. Adept at client relationship building, problem-solving, and effective communication to deliver optimal financing solutions. Bringing a strong focus on organizational skills and customer needs assessment.

Overview

7
7
years of professional experience

Work History

Medical Finance Specialist

Credabl P/L
07.2018 - Current
  • Prepare and submit loan applications
  • Formulated financial data and analysis to support risk management and made recommendations to management.
  • Established strong relationships with banking partners, securing advantageous loan terms as needed
  • Build and maintain client and referrer relationships
  • Work with clients and finance companies to find optimal solutions for financing.

Broker

Self Employed Broker
07.2017 - 07.2018
  • Secured client loyalty and referrals, offering customized advice tailored to individual financial goals.
  • Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.

Skills

  • Financial Statements
  • Loan Origination
  • Portfolio Management
  • Product Sales
  • Business Development
  • Problem-Solving
  • Effective Communication
  • Relationship Building
  • Customer Needs Assessment

Timeline

Medical Finance Specialist

Credabl P/L
07.2018 - Current

Broker

Self Employed Broker
07.2017 - 07.2018

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Deborah Kiely