Summary
Overview
Work History
Education
Skills
Certification
Volunteering
REFERENCES
Timeline
Receptionist
Mark Sourintha

Mark Sourintha

Finance Broker
Sydney,NSW

Summary

Experienced Finance Broker with a demonstrated history of working in the banking and financial services industry for over 22 years having spent 10 years with a major international bank and 5 years with one of Australia's biggest broking groups.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Senior Finance Broker | Managing Director

Haus Of Finance
01.2017 - Current
  • Conduct on going professional development and training with lenders and industry partners to remain updated on policies and compliance.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Attracted new mortgage loan applications by developing relationships within community.

Partner MCFP | Senior Broker

Mortgage Choice
12.2011 - 02.2017
  • To position clients to take advantage of the full range of Financial Planning services, property investment specialists and other diversified services available through our business
  • To establish, maintain and grow high quality and consistent referral sources in order to convert leads into residential mortgage sales, whilst at all times acting in the best interest of the client.
  • Assisted clients with improving financial health by counselling on issues such as excessive spending and borrowing.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Monitored portfolio performance and provided clients with periodic updates on loan progress.

Senior Relationship Manager

ING Bank
03.2010 - 10.2011
  • Work closely with other business units (Risk Management, Credit, Acquisitions, and panel lawyers) that are considered key stakeholders to the success of Direct Mortgage Team
  • Individual Settlement Portfolio $206,000,000
  • Maintained energy and enthusiasm in fast-paced environment.
  • Cross-trained existing employees to maximise team agility and performance.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.

Staff Loans Manager

ING
09.2008 - 03.2010
  • Building and maintaining trusted relationships with high-net-worth clients and internal stakeholders to achieve revenue growth
  • Point of contact for all Executive Committee & CEOs for ING Group, entities and business partners including ASX, Gadens Lawyers, Clayton Utz, Vodafone
  • Prepare credit submissions for staff members and act as point of contact from consultation right to settlement.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.

Relationship Manager

ING
12.2005 - 08.2008
  • Converting sales leads into applications/settlements for ING direct channel over the phone, web and face to face
  • Liaising with credit teams, valuers, and panel solicitors to ensure finance clause and settlement is met.
  • Explained very technical financial information to applicants in easy to understand language.

Retention Supervisor

ING
01.2003 - 11.2005
  • Developed and tested successful mortgage retention strategy to maximize interest income and reduce portfolio run off
  • Implemented Retention database to automate daily functions, minimizing spread sheets, significantly reducing time spent on weekly and monthly reporting.
  • Evaluated current customer retention strategies and recommended improvements

Education

Diploma of Finance & Mortgage Broking Management - Management, Accounting and Finance

Institute of Strategic Management
Sydney, NSW
10.2012

Certificate IV Finance & Broking -

Institute of Financial Services Inc
Sydney, NSW
2012

Diploma - Credit Analysis/Lending, Credit Management

Financial Services Institute of Australasia
Sydney, NSW
2005

High School Diploma -

Patrician Brothers' College
Sydney, NSW
12.1997

Skills

  • Coaching and mentoring
  • Customer service and support
  • Conducting financial assessments
  • Processing loan applications
  • Business Referral Management
  • Client Relationship Management

Certification

  • Accredited Finance Broker (MFAA) ID 148602
  • Diploma of Finance and Mortgage Broker Management (FNS50311) 2012
  • Credit Representative (Number 389328 ), ASIC
  • Accredited Australian Financial Complaints Authority

Volunteering

Head Start Homes Mar 2016 - Present

Corporate Donor | Strategy Consultant Corporate Donor | Strategy Consultant

Poverty Alleviation


Aligned with our passion to help clients achieve their property dreams, we are proud to extend our charity commitments to Head Start Homes, a social enterprise delivering housing solutions to address homelessness and poverty in Australia.

Head Start Homes believes every Australian deserves a safe and stable home, with fair and practical pathways into home ownership. Their solution increases access to social housing for people in need who are typically homeless, with the added benefit of supporting current community housing tenants overcome structural barriers to achieve home ownership.

REFERENCES

References available upon request.

Timeline

Senior Finance Broker | Managing Director

Haus Of Finance
01.2017 - Current

Partner MCFP | Senior Broker

Mortgage Choice
12.2011 - 02.2017

Senior Relationship Manager

ING Bank
03.2010 - 10.2011

Staff Loans Manager

ING
09.2008 - 03.2010

Relationship Manager

ING
12.2005 - 08.2008

Retention Supervisor

ING
01.2003 - 11.2005

Diploma of Finance & Mortgage Broking Management - Management, Accounting and Finance

Institute of Strategic Management

Certificate IV Finance & Broking -

Institute of Financial Services Inc

Diploma - Credit Analysis/Lending, Credit Management

Financial Services Institute of Australasia

High School Diploma -

Patrician Brothers' College
  • Accredited Finance Broker (MFAA) ID 148602
  • Diploma of Finance and Mortgage Broker Management (FNS50311) 2012
  • Credit Representative (Number 389328 ), ASIC
  • Accredited Australian Financial Complaints Authority
Mark SourinthaFinance Broker