Joseph Sohn
Kellyville
Summary
I come from a commerce/business study background with several years experience in sales and customer service, with affluent skills in managing stakeholder and clientele relationships, meeting their deadlines to ensure no issues with settlements, meeting weekly performance figures, and achieving high Net Promoter Score figures.
Business acquisition has always been at the forefront of my work experience, where cold calling and networking to identify the needs of new and existing customers have been the bread and butter of what I do.
Adherence to regulatory policies to meet compliance requirements for the organisation has always been a priority, and i have maintained 100% compliance, but also raising any area of concern regarding compliance.
Overview
5
5
years of professional experience
Work History
Senior Home Lending Specialist
Commonwealth Bank Of Australia, CBA
03.2022 - Current
- Managing existing and new clients and assisting with their home loan needs.
- Cold calling customers to assist with potential needs.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked flexible hours; night, weekend, and holiday shifts.
- Collaborating with other branches in the area to liaise how to assist more customers
- 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.
- Archiving and organising/storing client confidential documents in relevant folders in cloud to ensure privacy
Home Lending Specialist
NAB
09.2020 - 02.2022
- 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.
- Archiving and organising/storing client confidential documents in relevant folders in cloud to ensure privacy
Mortgage Broker
EChoice Finconnect
07.2019 - 08.2020
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Explained entire mortgage loan process to borrower.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Archiving and organising/storing client confidential documents in relevant folders in cloud to ensure privacy
Education
Bachelor of Commerce - Finance
Macquarie University
Sydney, NSW07.2024
Diploma - Finance And Mortgage Broking
Kaplan Professional
Sydney, NSW09.2020
Higher School Certificate -
Crestwood High School
Baulkham Hills, NSW12.2014
Skills
- Managing large base of clients
- Working flexible hours to meet client timeframes for appointments (weekends and holidays, remote appointments
- Speaking in Korean (fluent) for Korean customers
- Business Acquisition - cold calling, offering to assist family/friends Attending networking events
- Ensuring turnaround times (1-2 days max)
- Meeting weekly KPIs - NPS and business outcomes
Timeline
Senior Home Lending Specialist
Commonwealth Bank Of Australia, CBA
03.2022 - Current
Home Lending Specialist
NAB
09.2020 - 02.2022
Mortgage Broker
EChoice Finconnect
07.2019 - 08.2020
Bachelor of Commerce - Finance
Macquarie University
Diploma - Finance And Mortgage Broking
Kaplan Professional
Higher School Certificate -
Crestwood High School
Similar Profiles
Sritika PaudelSritika Paudel
Senior Customer Care Specialist – Scams & Fraud at Commonwealth Bank Of Australia, CBASenior Customer Care Specialist – Scams & Fraud at Commonwealth Bank Of Australia, CBA
Akash PurohitAkash Purohit
Manager - Cloud & Emerging Risk and Controls at Commonwealth Bank of Australia, CBAManager - Cloud & Emerging Risk and Controls at Commonwealth Bank of Australia, CBA
William SinWilliam Sin
Customer Service Specialist at Commonwealth Bank of Australia, CBACustomer Service Specialist at Commonwealth Bank of Australia, CBA
JULIAN NARAYANJULIAN NARAYAN
Customer Relations Specialist at Commonwealth Bank Of Australia, CBACustomer Relations Specialist at Commonwealth Bank Of Australia, CBA
Yuvraj SinghYuvraj Singh
Intern at Success TutoringIntern at Success Tutoring