Jennifer Dawson
SYLVANIA,NSW
Summary
Results-oriented Senior Mortgage Broker with over 15 years of experience in guiding clients through complex mortgage processes. Proficient in negotiating favorable terms, maintaining strong client relationships, and delivering tailored loan product recommendations to meet diverse financial needs.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Mortgage Broker
Better Loan Rates (self employed)
SYDNEY, NSW
10.2012 - 06.2024
- Researched competitors' offerings and developed strategies for differentiating services from other brokers and lenders.
- Provided guidance on the selection of loan products best suited for clients' needs.
- Negotiated terms and conditions of mortgages with lenders.
- Created and maintained relationships with clients to ensure successful loan transactions.
- Provided assistance in resolving issues arising during processing or closing stages of a loan transaction.
- Communicated effectively with clients regarding details of their loans and kept them informed about status of their applications.
Mortgage Broker (Referrer)
Mozo Pty Ltd
SYDNEY, NSW
02.2013 - 11.2018
- Managed client consultations to assess mortgage needs and financial situations.
- Evaluated mortgage products to recommend suitable options for clients.
- Collaborated with lenders to negotiate loan terms and conditions effectively.
- Provided guidance on the selection of loan products best suited for clients' needs.
- Served as liaison between borrowers and lenders and collaborated with both parties to obtain optimal loans for home purchases.
- Negotiated terms and conditions of mortgages with lenders.
- Followed the loan process through to settlement.
Mortgage Consultant
Bid My Loan
SYDNEY, NSW
05.2009 - 10.2012
- Assisted clients in selecting the best loan product for their needs based on budget constraints and goals.
- Negotiated favorable terms with lenders on behalf of clients.
- Monitored progress throughout the entire loan process while keeping clients informed at all times.
- Maintained up-to-date knowledge of various loan products and compliance regulations.
Mortgage Broker
Prompt Finance Pty Ltd
Mosman, NSW
02.2006 - 04.2009
- Evaluated client financial situations to determine suitable loan products.
- Coordinated with lenders to secure competitive mortgage rates for clients.
- Prepared and reviewed loan documentation for accuracy and completeness.
- Guided clients through the mortgage application process efficiently.
- Maintained up-to-date knowledge of industry regulations and market trends.
- Communicated effectively with clients to address inquiries and concerns.
- Provided guidance on the selection of loan products best suited for clients' needs.
- Ensured compliance with state and federal laws governing mortgage lending operations.
- Participated in marketing events such as open houses or trade shows to increase visibility in the community.
Education
Mortgage Broking/Financial Services
TAFE NSW
NSW03-2007
Certification
- Diploma of in Financial Services/Mortgage Broking Management
- Certificate IV in Financial Services/Mortgage Broking
Timeline
Mortgage Broker (Referrer)
Mozo Pty Ltd
02.2013 - 11.2018
Senior Mortgage Broker
Better Loan Rates (self employed)
10.2012 - 06.2024
Mortgage Consultant
Bid My Loan
05.2009 - 10.2012
Mortgage Broker
Prompt Finance Pty Ltd
02.2006 - 04.2009
Mortgage Broking/Financial Services
TAFE NSW
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