Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Matthew Sharlassian

Beriwck,VIC

Summary

A highly passionate and driven professional with over 20+ years of experience in sales,
leadership, and learning roles across diverse industry sectors. An exceptional leader
and motivator with a proven track record of exceeding challenging sales targets and
fostering team effectiveness. Experienced in mortgage broking, financial services, and
coaching industries, with a strong commitment to continuous improvement, customer
service excellence, and achieving outstanding results.

Overview

18
18
years of professional experience

Work History

Director/Finance Broker

Decision Finance
01.2016 - Current
  • Explained entire mortgage/commercial loan process to borrower.
  • Evaluated borrower financial information, income, and credit history to determine loan possibility.
  • Assessed clients' financial data to determine loan suitability.
  • Collaborated with different lenders to find best possible deal for homebuyers. 60+ Lenders
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home/business purchases.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • Advised clients on loan process an in purchasing & refinancing
  • Presented, explained and processed documents to borrowers.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • 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.
  • Fielded customer complaints and provided solutions.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Monitored/implemented sales pipelines
  • Proactively identified solutions for customers experiencing credit issues.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Explained different types of loans pertaining to client situations.
  • Lead a team of 10+ employees

Mobile Banking Manager

NAB
08.2012 - 07.2016
  • Developed and maintained strong relationships with clients to maximise satisfaction.
  • Helped clients make informed decisions about financial future.
  • Analysed financial needs of clients and developed tailored strategies to meet goals.
  • Educated clients on financial topics and best practices.
  • Presented financial plans and investment recommendations to clients.
  • Monitored and updated financial plans to comply with client goals.
  • Educated clients on potential risks and rewards associated with various investments.

Personal Banker Branch

NAB
11.2008 - 07.2012

Business Banker

NAB
01.2006 - 10.2008

Education

High School Diploma -

Lyndale Secondary College
Dandenong North, VIC
12.2003

Skills

  • Lender Relationships
  • Deal Structuring
  • Compliance Monitoring
  • Budgeting and Variance Analysis
  • Strategic Planning
  • Quarterly Reviews
  • Staff Evaluations
  • Cash Flow and Reconciliation
  • Excellent Team Leadership
  • Business Intelligence Gathering
  • Loan Processing
  • Build Customer Relationships
  • Commercial Lines of Credit
  • Credit Approval and Denial
  • Recruit Well-Qualified Staff
  • Critical Thinking
  • Communications Strategies
  • Event Coordination
  • Marketing and Advertising
  • Ability to Work Under Pressure
  • Analytical Thinking
  • Team Leadership & People Development
  • Effective Time Managment
  • Ability To Work In A Team
  • Sales & Service
  • Critical thinking & Poblem Solving
  • Self Motivated

Accomplishments

  • AFG Top 50 Brokers 2021
  • AFG Top 50 Brokers 2022

Timeline

Director/Finance Broker

Decision Finance
01.2016 - Current

Mobile Banking Manager

NAB
08.2012 - 07.2016

Personal Banker Branch

NAB
11.2008 - 07.2012

Business Banker

NAB
01.2006 - 10.2008

High School Diploma -

Lyndale Secondary College
Matthew Sharlassian