Elizabeth JOHANSSON

• Conducted comprehensive financial assessments to determine borrower eligibility for various loan options, optimising client outcomes.
• Assisted clients in understanding complex finance terms and conditions, empowering them to make informed decisions about their financing options.
• Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval
• Led finance team members in achieving departmental goals while fostering a collaborative work environment that encouraged professional growth.
• Strengthened client relationships by providing timely and insightful financial guidance tailored to their unique needs.
• Trained and coached new employees in company process and procedures.
• Informed clients of strategies for reducing debt and maximizing savings.
• Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
• Streamlined internal processes by discovering and implementing new technology solutions, reducing administrative tasks and freeing up more time for client relationship management.
• Enhanced customer satisfaction with timely and accurate loan assessments, providing clear communication throughout the process.
• Processed loan applications and monitored progress from start to finish.
• Proactively identified solutions for customers experiencing credit issues.

• Maintained high-quality service standards, ensuring positive customer feedback.
• Managed escalated calls effectively, diffusing tense situations and negotiating resolutions.
• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Ensured compliance with company policies and procedures while processing transactions efficiently.
• Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
• Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
• Processed loan applications and monitored progress from start to finish.

• Conducted client needs assessments through interviews
• Analysed applicants financial situations and provided

possible loan solutions

• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Completed data entry tasks with accuracy and efficiency.
• Liaised with key lenders, including banks, insurance companies and second tier lenders
• Increased revenue streams by identifying new business opportunities and developing innovative solutions for clients.
• Collaborated with cross-functional teams to drive process improvements that enhanced overall organisational efficiency.
• Collated loan documentation and approval conditions for lodgement of settlements
• Improved office operations by automating client correspondence, record tracking and data communications.

• Adhered to strict protocols and followed orders while conducting operational missions.
• Trained personnel to improve performance and attain mission-ready status.
• Handled administrative requirements, maintained records and submitted operational reports.
• Prepared and delivered investigative reports and briefings.
• Maintained accurate records of bookings, payments, and client information for smooth operations and future reference.
• Arranged travel accommodations for executives
• Streamlined office operations by implementing efficient administrative systems and procedures.
• Served as a liaison between departments, fostering open communication channels that improved overall organizational function.
• Maintained personnel records and updated internal databases to support document management.
• Developed and implemented payroll procedures to streamline workflow.
• Managed accurate records of employee time off, leave balances, and attendance for precise pay calculation.