Juan Barona
Arundel,QLD
Summary
Highly motivated and experienced Finance Broker with a proven track record of managing end-to-end processing of mortgage and finance applications. Confident in my ability to provide lending advice to clients, build strong relationships with customers and referral partners, and facilitate customer communication and correspondence.
Dedicated to delivering innovative finance solutions and industry-leading service, and pride myself on my integrity, professionalism, and commitment to compliance and process. Driven to convert leads to loans, and enjoy the challenge of finding appropriate loan solutions for customers.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Mortgage Broker
Mortgagetec
06.2023 - Current
- Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Streamlined the loan application process for faster approvals and increased customer retention.
- Collaborated with different lenders to find best possible deal for homebuyers and homeowners.
- Settled an average of 6 millions per month.
Finance Broker
Build Invest Grow
10.2022 - 05.2023
- Created and manage various referral agreements with different business in the industry.
- Contributed to the company to reach Chairman status, me personally settling an average of 4.5 millions per month.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
Relationship Manager
Build Invest Grow
03.2021 - 10.2022
- Assist the head broker to managed the business generated leads from end to end with customers, providing premium customer experience via email, phone, and meetings.
- Assist head broker with loan writing and packaging mortgage loans utilizing a large panel of lenders.
- Assist head broker in analyzing, evaluating and presenting different finance options for clients.
- Assist head broker in all the different stages of residential, commercial and asset finance.
- Worked within responsible lending frameworks.
Relationship Manager
TradeMax TMGM
06.2020 - 01.2021
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Networked with business leaders and executives to identify clientele.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Developed and promoted corporate brand, images and identity to media and public.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
Operations Manager
Encasa
02.2016 - 05.2020
- Managed finance, recruitment, suppliers and sales, for all shops.
- Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Xero software.
- Recruited, hired, mentored and trained 60 staff on business procedures, policies, duties and customer care methods; increasing retention of staff.
- Developed and cultivated lucrative relationships with both new and existing clients and suppliers, through effective communication and exemplary interpersonal skills.
- Opened 3 new locations, each one of them breaking even and now having a profitable operation
Business Banking Relationship Manager
Scotiabank
06.2014 - 02.2016
- Managed a portfolio of SME clients in diverse industries, providing meaningful and proactive solutions for their specific needs and aims
- Maintained and expanded a portfolio of clients, increasing the revenue
- Submitted excellent quality credit applications, through the deep understanding of the client needs
- Structured and finalized secured and unsecured loans
- Approached prospective clients through cold calling and emails to meet sales targets
- Became one of the biggest portfolio applying diverse strategies for different niches of the market
Corporate Banking Manager
Bancolombia
01.2011 - 01.2013
- Managed a portfolio of corporate clients, assessing their financial needs with a permanent and cautiously monitor the credit risk
- Targeted accounts at senior and executive levels and secured funding for future initiatives
- Worked with the senior manager to offer to the portfolio of clients different financial products (bridge loans, letters of credit, term loans, underwriting and lead arranging)
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills. Communicated regularly with them to understand needs, evaluate current product use and cross-sell new products
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance
- Increased participation in syndicated loans, becoming the agency bank for majority of this type of loans in the industry
Education
Master of International Business - Finance
University Of Sydney, Business School
Sydney03.2014
Bachelor of Economics - Finance
University of Los Andes
BogotaSkills
- Relationship building and management
- Negotiation
- Business analysis
- Financial data interpretation
- Financial management
- Banking operations knowledge
- Strong customer relations
- Goal-oriented
- Business development
- Credit Analysis
- Customer portfolio management
Certification
Certificate IV in Finance and Mortgage Broking
Diploma in Finance and Mortgage Broking
RG146
Timeline
Mortgage Broker
Mortgagetec
06.2023 - Current
Finance Broker
Build Invest Grow
10.2022 - 05.2023
Relationship Manager
Build Invest Grow
03.2021 - 10.2022
Relationship Manager
TradeMax TMGM
06.2020 - 01.2021
Operations Manager
Encasa
02.2016 - 05.2020
Business Banking Relationship Manager
Scotiabank
06.2014 - 02.2016
Corporate Banking Manager
Bancolombia
01.2011 - 01.2013
Master of International Business - Finance
University Of Sydney, Business School
Bachelor of Economics - Finance
University of Los Andes
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