Glenn Nguyen
Melbourne,Australia
Summary
A highly motivated and results-oriented banker with experience in retail banking operations, lending, and customer relationship management. Seeking to leverage expertise in financial analysis, risk assessment, and sales to contribute to my employer's growth and success.
Overview
6
6
years of professional experience
Work History
Banking Adviser/Home Lending Specialist
National Australia Bank
08.2023 - Current
- Evaluated loan applications, performed credit assessments, and made lending decisions in compliance with regulatory guidelines and risk management policies
- Fostered strong relationships with customers by providing ongoing support and communication to customers, keeping them informed about the status of their loan application and addressing any concerns or questions to enhance customer loyalty and retention, resulting in increased revenue and referrals
- Collaborated with internal teams to streamline processes, resolve customer issues, and ensure a seamless banking experience
- With well managed workflow and communication strategies, achieving an average turnaround time of 24-48 business hours for unconditional approval rates.
- Achieved 97.44% compliance with all lending regulations, contributing to a reduction in audit findings.
- Successfully facilitated a diverse range of banking products, including home loans, everyday transaction & saving accounts, and general insurance referrals, exceeding everyday banking targets.
Customer Lending Specialist
Commonwealth Bank of Australia
07.2022 - 08.2023
- Providing excellent customer service to customers who are requesting assistance in meeting their lending needs/goals.
- Strong problem solving skills with a desire to find solutions to loan applications that do not appear to be servicing at first glance.
- Implemented proactive customer engagement strategies resulting in significantly improved customer
retention rates, fostering long-term loyalty and satisfaction. - Due to the nature of the frontline role within the banking industry. Strong interview skills with potential clients and assisting them throughout the whole loan application.
- Strong understanding of credit policies
- Approve loan applications within delegation, and refer loan applications outside policy to credit for approval with proper mitigations.
Lending Officer/Broker Associate
Acton Wealth Financial Group
06.2021 - 07.2022
- Evaluate loan products and options and understanding bank's policies to meet clients need and objectives and assist brokers on risks and benefits
- Collect and analyze client's financial documents to assess eligibility for loan
- Liaise professionally with clients, banks and solicitors to ensure a smooth easy process settlement.
- Streamlined loan processing, reducing average turnaround time by 15% to achieve a 14-22 day closing average.
- Assist brokers in managing client's expectations by demonstrating a high level of professionalism and customer service
- Negotiated terms and conditions with lenders on behalf of clients, securing competitive rates and favourable terms.
Sales Representative
Acton Wealth Financial Group
11.2018 - 06.2021
- Generated leads and prospect customers through the use of cold calling, cold emails or reaching out to customers as the first point of contact/representative of the business to online inquiries
- Achieve a set amount of KPI's per week
- Communicate in a firm but also flexible manner when conducting calls
- Arranged set appointments for clients with financial advisors & mortgage brokers
- Be able to build trust and create rapport with potential clients
- Identify prospects and convert potential prospects into strong leads with an effective plan for communicating the specific value proposition for their financial situation.
Education
Kaplan
Skills
- Ability to work effectively in a fast-paced environment
- Excellent banking product knowledge & passion for sales, customer service, relationship building/managing and an eager to learn and develop new skills
- Proficient in financial analysis and risk assessment
- Detail-oriented with strong organizational and multitasking abilities
- Problem solver
- Loan writer
- CRM software proficiency (eg Salesforce, Commsee, NABOne)
Timeline
Banking Adviser/Home Lending Specialist
National Australia Bank
08.2023 - Current
Customer Lending Specialist
Commonwealth Bank of Australia
07.2022 - 08.2023
Lending Officer/Broker Associate
Acton Wealth Financial Group
06.2021 - 07.2022
Sales Representative
Acton Wealth Financial Group
11.2018 - 06.2021
Kaplan
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