James Huntley
Adelaide,SA
Summary
Experienced Financial Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with Clients as well as lenders. I am adept at growing business through deep knowledge of the Finance Industry and strong relationship-building abilities. Leveraging over 5 years of experience to generate the best possible outcome for the client. I am a solutions conscious person and and out side the box thinker when it comes to solving problems for clients. I am a strong negotiator and have been in sales since I left school.
Overview
7
7
years of professional experience
Work History
Managing Director
Rockness Finance Pty Ltd
11.2021 - Current
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
- Provided documentation of processes to comply with regulations and company policies.
- Negotiated new annual contracts and service agreements with vendors to achieve prime pricing.
Senior Finance Consultant
Universal Finance
11.2021 - 11.2022
- Adhered to identification guidelines, regulations and compliance.
- Maintained accuracy in calculating figures and amounts.
- Achieved monthly targets set by management
- Performed daily, weekly and monthly research and analysis on current market trends.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Maintained regular contact with clients to inform about transactions and performance.
Senior Mortgage Broker & Investment Specialist
Infinite Wealth Group
06.2020 - 11.2021
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Monitored pipelines to track and log status of loans.
- Proactively identified solutions for customers experiencing credit issues.
- Assisted clients with improving financial health by setting plans on issues such as excessive spending and borrowing.
- Communicated with clients to understand property needs and preferences.
- Educated clients on sales and buying processes and advised buyers on making decisions.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing and mortgages.
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
Mortgage Broker
Nectar Finance
02.2018 - 06.2020
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Explained entire mortgage loan process to borrower.
- Collaborated with different lenders to find best possible deal for homebuyers.
Rugby League Player
Redcliffe Dolphins
09.2017 - 10.2018
- Exhibited excellent teamwork and strong work ethic by promoting camaraderie.
- Applied discipline and sense of responsibility toward all team and personal activities.
- Managed time effectively while traveling for games, attending practice and going to classes.
- Attended all practices, meetings and workouts on time.
- Determined areas in need of improvement and optimized strategies to strengthen performance.
- Worked with coaches and trainers to understand and implement improvement strategies.
- Effectively communicated with diverse group of athletes, coaches and game officials using dynamic listening and open-ended questioning skills.
Education
Diploma - Finance And Mortgage Broking
AAMC
Canberra, ACT01.2020
Certificate IV - Finance & Mortgage Broking
AAMC
Canberra, ACT03.2019
High School Diploma -
Reynella East College
Reynella East, SA08.2018
Skills
- Financial Management
- Contract Management
- Negotiation and Closing
- Sell Investments
- Problem-Solving Skills
- Team Collaboration
- Business Planning
- Business Administration
- Business Development
- Client Relationships
- Investment Products
- Prospect Leads
Timeline
Managing Director
Rockness Finance Pty Ltd
11.2021 - Current
Senior Finance Consultant
Universal Finance
11.2021 - 11.2022
Senior Mortgage Broker & Investment Specialist
Infinite Wealth Group
06.2020 - 11.2021
Mortgage Broker
Nectar Finance
02.2018 - 06.2020
Rugby League Player
Redcliffe Dolphins
09.2017 - 10.2018
Diploma - Finance And Mortgage Broking
AAMC
Certificate IV - Finance & Mortgage Broking
AAMC
High School Diploma -
Reynella East College
Similar Profiles
Georgina WitbooiGeorgina Witbooi
Operational Compliance Manager at EVOLUTION FINANCE (PTY) LTD / OPCO 365 (PTY) LTDOperational Compliance Manager at EVOLUTION FINANCE (PTY) LTD / OPCO 365 (PTY) LTD
Somesh ChhetriSomesh Chhetri
Mortgage Broker at Venture Finance Pty Ltd.Mortgage Broker at Venture Finance Pty Ltd.
ANDREW ThompsonANDREW Thompson
Mortgage Broker at XPLOSIVE INDUSTRIES PTY LTD TRADING AS GREEN GROWTH FINANCEMortgage Broker at XPLOSIVE INDUSTRIES PTY LTD TRADING AS GREEN GROWTH FINANCE
SANDEEP SAHNISANDEEP SAHNI
Truck Driver at ADELAIDE TRUCK & VANSTruck Driver at ADELAIDE TRUCK & VANS
Lauren HortinLauren Hortin
Shift Manager at McDonald'sShift Manager at McDonald's