Mahdi Mohibi
Sefton,NSW
Summary
Dynamic mortgage broker with proven expertise at Lendi in financial analysis and customer service. Adept at loan structuring and compliance, I excel in fostering strong client relationships and optimizing workflows. My background in construction enhances my problem-solving skills, ensuring effective project management and client satisfaction.
Overview
3
3
years of professional experience
Work History
Construction Worker
Ali Bricklaying & Construction
, NSW
09.2024 - Current
- Loaded, unloaded, and moved material to and from storage and production areas.
- Constructed and repaired brick, concrete block, and stone structures for commercial and residential customers.
- Utilized common power and hand tools to complete each masonry project.
Mortgage Broker
Lendi
Sydney, NSW
01.2023 - 09.2024
- Assessed clients' financial data to determine loan suitability.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Stay up to date with lending policies, market trends, and regulatory requirements
- Prepare and submit loan applications, ensuring all documentation is accurate and compliant
- Maintain strong relationships with banks, non-bank lenders, and aggregators
Mortgage Broker Assistant
Lendi
Sydney, NSW
03.2022 - 12.2022
- Conducted warm calls to potential leads, introducing mortgage services and gauging interest
- Scheduled and managed appointments between clients and brokers, optimizing workflow
- Performed initial vetting of applicants to assess loan suitability and readiness
- Collected and reviewed preliminary client documentation for completeness and accuracy
- Maintained CRM systems with up-to-date lead information and follow-up notes
Education
Bachelor of Engineering - Software Engineering
UNSW
Kensington, NSW12-2026
Certificate IV - Mortgage Broking And Finance
National Finance Institute
Sydney, NSW01-2023
Skills
- Data analysis
- Machine learning
- Financial analysis
- Multitasking and organization
- Problem-solving
- Efficient time management
- Customer service and support
- Loan structuring & product matching
- Credit analysis & risk assessment
- Compliance & regulatory knowledge (eg, NCCP, BID)
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Skilled in CRM platforms such as Salesforce, Mercury, Podium, or ApplyOnline
- Data entry and client management using cloud-based systems
- Experienced with loan processing software and aggregator platforms
Languages
English
Native/ Bilingual
Persian
Native/ Bilingual
Timeline
Construction Worker
Ali Bricklaying & Construction
09.2024 - Current
Mortgage Broker
Lendi
01.2023 - 09.2024
Mortgage Broker Assistant
Lendi
03.2022 - 12.2022
Bachelor of Engineering - Software Engineering
UNSW
Certificate IV - Mortgage Broking And Finance
National Finance Institute
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