Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Jett Drawbridge

Cairns

Summary

Dynamic finance broker with proven success at Loanstar Finance, excelling in client management and negotiation tactics. Achieved consistent sales targets while enhancing customer satisfaction through tailored financial solutions. Strong relationship builder, adept at risk assessment and compliance adherence, driving growth and loyalty in a competitive market.

Experienced with financial analysis, client relationship management, and risk assessment. Utilizes these skills to provide tailored financial solutions and ensure compliance with industry regulations. Knowledge of financial markets and brokerage operations, ensuring successful transactions and client satisfaction.

Overview

9
9
years of professional experience

Work History

Finance Broker

Loanstar Finance
01.2020 - Current
  • Collaborated with colleagues to develop innovative marketing strategies, generating new leads and expanding the client base.
  • Conducted comprehensive financial analyses to identify optimal lending options for clients'' unique needs.
  • Streamlined loan application processes for quicker approvals and increased productivity.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance at all times.
  • Implemented time-saving administrative procedures that increased efficiency within the brokerage office.
  • Assisted in developing training materials used to educate new hires on best practices in finance brokering.
  • Delivered consistent results in meeting or exceeding sales targets month after month.
  • Managed a diverse portfolio of loans, effectively minimizing risk while maximizing returns for clients.
  • Developed strong relationships with key stakeholders, fostering trust and loyalty from both clients and lenders.
  • Kept abreast of changes in lending policies by routinely attending workshops, seminars, and webinars related to finance brokerage.
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional customer service.
  • Applied expert negotiation tactics when liaising between clients and lenders to achieve mutually beneficial outcomes.
  • Provided clear communication throughout the loan process, keeping clients informed every step of the way.
  • Contributed significantly to the growth of the firm''s clientele base through effective referrals and marketing initiatives.
  • Successfully closed deals with a high rate of client retention and repeat business.
  • Attended networking events to establish industry connections and promote brand awareness.
  • Negotiated favorable terms with lenders, securing advantageous interest rates for clients.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Discussed financial options with clients and provided informed suggestions.
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Prepared contracts and related documentation according to strict standards.
  • Worked with clients and finance companies to find optimal solutions for financing.

Bar Staff Member

Yorkeys Knob Boat Club
02.2016 - 12.2018
  • Collaborated with team members to ensure smooth service during peak hours.
  • Developed rapport with regular patrons, resulting in increased repeat business and loyalty.
  • Ensured compliance with safety and sanitation regulations, promoting a safe working environment.
  • Contributed to a positive atmosphere through friendly interactions with customers and colleagues.
  • Enhanced customer satisfaction by providing timely and efficient drink orders.
  • Responded promptly to customer inquiries or complaints, resolving issues professionally and courteously.
  • Demonstrated knowledge of various beverages, confidently providing recommendations based on customer preferences.
  • Participated in staff meetings and provided valuable input on ways to improve overall bar operations.
  • Maintained a clean and organized bar area for an enjoyable customer experience.
  • Assisted in inventory management, ensuring adequate stock levels for efficient bar operations.
  • Promoted special events at the bar through engaging conversations with customers and social media updates.
  • Kept bar presentable and well-stocked to meet customer needs.
  • Served high customer volumes during special events, nights, and weekends.
  • Followed alcohol awareness procedures for preventing excessive guest intoxication.
  • Adhered to state laws regarding alcoholic beverage services and customer regulations.
  • Regularly cleaned and sanitized bar area, beer lockers, refrigeration and storage areas.
  • Cultivated strong relationships with repeat customers, engaging in friendly conversation and memorizing drink orders to promote loyalty.

Education

Bachelor of Business - Banking And Finance

UQ Brisbane
Brisbane - St Lucia
02-2019

Bachelor of Business - General Studies And Finance

JCU
Smithfield, NSW
02-2017

High School Diploma -

Trinity Anglican School
Trinity Beach And Woree
12-2015

Skills

  • Loan structuring
  • Client management
  • Portfolio management
  • Debt restructuring
  • Credit assessment
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Reliability
  • Excellent communication
  • Computer skills
  • Organizational skills
  • Active listening
  • Effective communication
  • Adaptability and flexibility
  • Relationship building
  • Microsoft office
  • Task prioritization
  • Self motivation
  • Product knowledge
  • Client relations
  • Know your customer
  • Goal setting
  • Risk assessment
  • Professionalism
  • Prospecting and networking
  • Continuous improvement
  • Adaptability
  • Customer needs assessment
  • Compliance adherence
  • Service sales
  • Risk management
  • Professional demeanor
  • Asset management
  • Client interviewing
  • Sales closing
  • Cost calculation
  • Negotiation tactics
  • Compliance requirements

Interests

  • Enjoy hobbies that combine physical activity with outdoor exploration
  • I participate in a variety of outdoor recreational activities
  • Playing Sports
  • Camping
  • Enjoy experimenting with different ingredients and flavors in the kitchen
  • Cooking

Timeline

Finance Broker

Loanstar Finance
01.2020 - Current

Bar Staff Member

Yorkeys Knob Boat Club
02.2016 - 12.2018

Bachelor of Business - Banking And Finance

UQ Brisbane

Bachelor of Business - General Studies And Finance

JCU

High School Diploma -

Trinity Anglican School

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Jett Drawbridge