Lee Bacon
Thornleigh,NSW
Summary
High-achieving Mortgage Broker with career spent building business opportunities and working with lenders. Exceptional loan origination knowledge and follow up with lenders and borrowers. Hardworking and passionate about helping people achieve their dream goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
Work History
Mortgages Broker
John Williams Finance Group
06.2022 - Current
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Assessed clients' financial data to determine loan suitability.
- Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
- Facilitated smooth communication between all parties involved in transactions, resulting in successful loan closings and satisfied clients.
- Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimizing client outcomes.
- Ensured exceptional customer service by maintaining consistent communication throughout the entire loan origination process.
- Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
- Collaborated with lenders to secure competitive interest rates and terms, resulting in more affordable home financing options.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Developed marketing strategies to consistently generate new leads and expand client base, driving business success.
- Utilized online marketing platforms to promote real estate services and generate leads.
- Assisted customers with completing loan applications and other paperwork.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Negotiated loan terms and conditions with customers to secure best deal.
- Proactively identified solutions for customers experiencing credit issues.
Mortgage Broker
Finance Ideas
04.2021 - 05.2022
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Ensured exceptional customer service by maintaining consistent communication throughout the entire loan origination process.
Business Relationship Manager, Technical Lead
ITS Management
01.2015 - 08.2020
- With the growth of the Online Gaming business, increased international gaming regulations there was a need for a more Dedicated Role which focused on the Business Relationship between ITS and Microgaming
- This role required more focus on Business Applications within the business, requiring Business Analysis, Product Development and Product & Project Delivery.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Implemented continuous integration and deployment strategies for faster release cycles and improved application reliability.
- Increased application stability by regularly monitoring performance metrics, addressing bottlenecks proactively to minimize downtime occurrences.
IT Operations Manager
ITS Management
06.2007 - 08.2020
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
- Learned and adapted quickly to new technology and software applications.
- Proved successful working within tight deadlines and a fast-paced environment.
- Demonstrated strong organizational and time management skills while managing multiple projects.
IT Service Manager
ITS Management
08.2006 - 01.2015
- ITS management being one of the leading online gaming providers in the world required a dedicated person to liaise with Derivco on technical projects
- For a company like ITS Management, with annual turnover of over 50 million USD a year and customers across the globe they only employed 150 Staff and a very lean IT Department of 5 people.
IT Backoffice Technical Support
derivco (south africa)
03.2004 - 07.2006
- Largest Online Casino Supplier (Development) in the world
- Working in the Backoffice team which developed and supported their custom-built CRM application for all clients.
IT Technical Support
comMsec (australia)
05.2001 - 01.2004
- Handling all customer email technical queries regarding access to their Commsec account, ranging from browser issues, Operating System Issues to System checks and maintenance to ensure the CommSec website was fully functional.
Education
FNS50513 Diploma of finance and mortgage broking management -
05.2021
FNS40815 certificate IV in finance and mortgage broking -
05.2021
Diploma - Mortgage Broker
MFAA
FNS50513 DIPLOMA OF FINANCE AND MORTGAGE BROKING M03.2021
Certificate IV - CERTIFICATE IV IN FINANCE AND MORTGAGE BROKER
MFFA
FNS40815 CERTIFICATE IV IN FINANCE AND MORTGAGE BR03.2021
Microsoft certification, MCSE 2004, Microsoft -
Microsoft
Online01.2004
IT Certificate IV, TAFE Northern Beaches, Sydney - IT
TAFE NSW
TAFE06.2002
Business diploma, Natal Technikon, South Africa -
Natal Technikon
KwaZulu Natal, South Africa11.1998
Matric Durban High School, Durban, South Africa -
01.1995
Skills
- Digital Marketing
- Microsoft Office Proficient
- Troubleshooting skills
- Collaborative Teamwork
- Superior customer service
- Customer service and support
- Persistent Follow-Up
Reading
- Rich Dad Poor Dad – Robert Kiyosaki
- The E-Myth Revisited - Michael Gerber
- Think and Grow Rich – Napolean Hill
- Secrets of Male Entrepreneurs Exposed – Dale Beaumont
- Secrets of Small Business Owners Exposed – Dale Beaumont
Projects
Mobile Clients, In a major step forward for the company, I was responsible to help deliver the first browser based mobile casino client, compatible for mobile and Desktops (HTML5)., People Management, Project Management, Product Development, Technical Understanding, Communication Backoffice Upgrades, Due to technology improving and some protocols being phased out I’ve also managed the upgrade of our CRM software from Delphi/ASP, over to Silverlight., People Management, Project Management, Product Development, Technical Understanding, Communication
References
Charlene Davies, Project Manager, Microgaming Australia, 0449 683 121, Ulindi Van Zyl, Team Lead, Microgaming Australia, 0416 883 684, David Champion, Global Head of Online Gaming, Accertify, dchampion@accertify.com, 0466 793723, Sally Stewart, Financial Controller, ITS, 0452 575 949, Mike Smith, 0402 887 744, Brad Massey, General Manager, Colonial First State, 61 2 9303 6019, 0407 899 647
Timeline
Mortgages Broker
John Williams Finance Group
06.2022 - Current
Mortgage Broker
Finance Ideas
04.2021 - 05.2022
Business Relationship Manager, Technical Lead
ITS Management
01.2015 - 08.2020
IT Operations Manager
ITS Management
06.2007 - 08.2020
IT Service Manager
ITS Management
08.2006 - 01.2015
IT Backoffice Technical Support
derivco (south africa)
03.2004 - 07.2006
IT Technical Support
comMsec (australia)
05.2001 - 01.2004
FNS50513 Diploma of finance and mortgage broking management -
FNS40815 certificate IV in finance and mortgage broking -
Diploma - Mortgage Broker
MFAA
Certificate IV - CERTIFICATE IV IN FINANCE AND MORTGAGE BROKER
MFFA
Microsoft certification, MCSE 2004, Microsoft -
Microsoft
IT Certificate IV, TAFE Northern Beaches, Sydney - IT
TAFE NSW
Business diploma, Natal Technikon, South Africa -
Natal Technikon
Matric Durban High School, Durban, South Africa -
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