Kylie Read
Cookernup,WA
Summary
Diligent Finance Broker with solid background in finance brokerage and proven ability to navigate complex financial products. Successfully facilitated numerous transactions, ensuring client satisfaction and compliance with regulatory standards. Demonstrated expertise in financial analysis and client relationship management.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Finance Broker - Australian Credit Licence Holder
Mortgage Australia Group
11.2009 - Current
- Worked within industry regulations and company policies.
- Analyzed complex financial data to identify investment opportunities for clients.
- Originated both Personal, Home and Investment Finance for Client's, on ongoing, long term basis.
- Discussed financial options with clients and provided informed suggestions.
- Worked with clients and finance companies to find optimal solutions for financing.
- Communicated effectively with clients, presenting complex information in a clear and concise manner.
- Conducted thorough due diligence on potential investments, mitigating risks for clients.
- Enhanced client retention rates by delivering exceptional customer service and addressing concerns promptly.
- Secured new business through targeted prospecting and networking efforts.
- Assisted clients in developing realistic financial plans, taking into consideration individual needs and objectives.
- Boosted client satisfaction by providing personalized financial advice and guidance.
- Designed investment strategies for clients to achieve their financial goals.
- Developed strong relationships with clients, ensuring trust and confidence in their financial decisions.
- Successfully closed deals with a high rate of client retention and repeat business.
Business Manager
All-U-Need Pest Control
11.2001 - 04.2007
- Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Communicated with customers and vendors positively with particular attention to problem resolution.
- All aspects of recruitment, payroll and accounts.
- Oversaw financial operations, maintaining accurate records and ensuring compliance with industry regulations.
- Assisted with hiring process and training of new employees.
- Coordinated team schedules to keep shifts properly staffed during busy periods.
- Implemented cost-cutting measures, resulting in substantial savings for the organization without compromising on quality or performance.
Education
Diploma - Finance/Mortgage Broking Management FNS50504
AAMC Training Group
Online12-2012
Skills
- Loan structuring/Debt Restructuring
- Credit assessment
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Problem-solving abilities
- Multitasking Abilities/Attention to Detail
- Excellent Communication
- Relationship Building
- Customer Needs Assessment
- Compliance adherence
Accomplishments
- Regularly Achieved one touch approval by completing thorough customer needs analysis, collating client information with accuracy and efficiency.
- Grown ongoing and long standing client relationships, some exceeding 15 years - to client retirement.
- Grown good relationships with Lender BDM, working together to achieve successful outcomes for the customer.
- Generated own leads through networking and customer referrals, as leads are not provided with my current set up.
- Maintained CRM
- Small business management using MYOB for all business accounting requirements
- Management of team of workers in the Family Business, along side my current role as a Broker
Certification
- Diploma of Financial Services (Finance/Mortgage
Broking Management)
FNS50504 - AAMC Training Group - December 2012 - Anti Money Laundering - MFAA - Ongoing
- The Mortgage Broker Best Interests Duty and Conflict Priority Rule - MFAA
Languages
English
Native or Bilingual
Timeline
Finance Broker - Australian Credit Licence Holder
Mortgage Australia Group
11.2009 - Current
Business Manager
All-U-Need Pest Control
11.2001 - 04.2007
- Diploma of Financial Services (Finance/Mortgage
Broking Management)
FNS50504 - AAMC Training Group - December 2012 - Anti Money Laundering - MFAA - Ongoing
- The Mortgage Broker Best Interests Duty and Conflict Priority Rule - MFAA
Diploma - Finance/Mortgage Broking Management FNS50504
AAMC Training Group
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