Jan Freitag

• Assist in preparing financial documentation for loan applications and client presentations. I have a sharp eye for detail and take pride in getting things right the first time. Good focus and attention to detail are my best qualities
• Collaborate with senior brokers to develop tailored financing solutions for clients
• Utilized CRM systems to track client interactions and manage follow-up communications
• Fluent in CRM programs Sales Trekker / Apply Online/ Loan App / Mercury / Infinity
• Can use Quickli
• Set up business procedures in CRM programmes
• Ensured compliance with regulatory requirements during loan processing and documentation review
• Participate in training sessions to enhance knowledge of financial products and industry regulations
• Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates
• Can operate the banks internal broker portals (EG pricing, Ordering of valuations)
• Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication with our third party operators EG Solicitors, Accountants, Real Estate Agents, Buyers Agents, Business Development Managers and Aggregators
• Complete internal audits on files and provide feedback to brokers to ensure files are 100% compliant

Please refer to job description under "C Finance Brokers"

To give you an idea of my work ethic and customer service.

Please refer to the website AAA Mortgages and search google reviews from 2020 - 2023. I pride myself on my 1st class customer service and it is reflected in the google reviews

Please refer to job description under "C Finance Brokers"

• Supervised daily branch operations to ensure compliance with policies and regulations.
• Developed staff training programs to enhance product knowledge and customer service skills.
• Led team meetings to foster collaboration and address challenges within the branch environment.
• Ensured accurate record-keeping by conducting thorough audits of branch financials and reporting discrepancies in a timely manner.
• Mentored junior staff members, providing guidance on best practices and professional development opportunities.
• Managed scheduling and staffing to maintain optimal branch coverage during peak hours.
• Resolved member inquiries and concerns, ensuring high levels of satisfaction and retention rates.
• Boosted customer satisfaction with attentive service and prompt resolution of issues.
• Motivated, trained and disciplined employees to meet performance benchmarks.
• Handled escalated customer complaints professionally while working towards swift resolutions that maintained client satisfaction levels.
• Managed daily operations for smooth functioning, ensuring a high level of productivity.

• Understanding of Business Loans and Asset Finance loans and Residential Home Loans and their associated policies
• Maintained a portfolio in excess of 100 business connections
• Completed servicing requests and collating clients information together and putting deals together for loans to be assessed with credit - Understanding the Big Picture
• Assessment of financials - Self employed and PAYG
• Proactively attracting new business and retaining customers and maintaining strong relationships
• Build good rapport with clients and 3rd party operators. (EG solicitors, Accountants)