Hardworking employee with over 13 years customer service, multitasking, and time management abilities. Devoted to giving every customer and broker a positive and memorable experience.
Overview
14
14
years of professional experience
Work History
Senior Underwriter
Bluestone Mortgages
07.2016 - Current
Determined loan eligibility and approved or rejected applications.
Verified that all submitted documents were accurate, complete, and in accordance with relevant laws and regulations.
Analyzed applicant assets and credit history to determine willingness and capacity to repay proposed mortgage obligation.
Negotiated terms of mortgages when appropriate to maximize profits while minimizing risk exposure.
Evaluated mortgage loan risk based on sound underwriting decisions.
Resolved document mistakes and discrepancies and identified signs of fraudulent activity.
Attended seminars and workshops in order to stay informed about new developments within the mortgage industry.
Requested additional information for applications and documents when necessary.
Developed relationships with broker and sales team providing frequent updates on loan status.
Senior Personal Finance Representative
Latitude Financial Services
Perth , WA
02.2010 - 06.2016
High level of customer service
Cross sell of other multiple company products
Source and transact applications for personal and car loans
Building relationships with customers for on going business
Selling insurance with general advice with selected Latitude insurance products
Creating new business though different channels such as key stake holders, outbound calling, inbound calls and internet
Achieving personal and branch targets to meet KPI goals
Seeing to administration duties and cash handling
Account and payment enquiries
Education
High School Diploma -
Lesmurdie Senior High School
Lesmurdie WA
09-2005
Skills
Influencing Business Growth
Risk Management
Building Strong Relationships
Quality Assurance
Guidelines Knowledge
Detailed assessment reviews
Timeline
Senior Underwriter
Bluestone Mortgages
07.2016 - Current
Senior Personal Finance Representative
Latitude Financial Services
02.2010 - 06.2016
High School Diploma -
Lesmurdie Senior High School
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