Mina Georgy
Sydney,NSW
Summary
Dynamic and results-oriented Mortgage and Finance Broker with a proven track record of success in owning and managing a thriving brokerage. Leveraging 2 years of experience in the financial industry, adept at providing comprehensive financial solutions tailored to individual client needs. Proficient in analysing market trends, identifying opportunities, and securing competitive mortgage rates for clients. Skilled in building strong relationships with lenders, real estate agents, and clients to facilitate smooth transactions. Demonstrated ability to lead and motivate a team to achieve targets while ensuring compliance with industry regulations. Dedicated to delivering exceptional customer service and maximising client satisfaction.
Overview
1
1
year of professional experience
Work History
Director
Lite Lend Finance
Alexandria
11.2023 - Current
- Established and managed all aspects of a mortgage and asset brokerage firm from inception to operations.
- Successful obtain clients for all niches available at brokerage.
- Successful settle residential, commercial, personal, business and asset finance application.
- Successfully obtained necessary licenses and certifications to operate legally within the financial industry.
- Developed comprehensive business plans, including financial projections, marketing strategies, and operational frameworks.
- Built and nurtured relationships with clients, gaining their trust and confidence in handling their financial affairs.
- Implemented effective marketing campaigns to attract clients and generate leads, utilising various channels such as digital marketing, networking, and referrals.
- Conducted thorough financial assessments and analyses to understand clients' needs and recommend suitable mortgage and asset investment solutions.
- Managed administrative tasks, including paperwork, documentation, and regulatory compliance, to maintain accurate records and adhere to legal requirements.
- Stayed updated on industry trends, market conditions, and regulatory changes to adapt strategies and offerings accordingly, ensuring the business remained competitive and compliant.
- Collaborated with other professionals, such as real estate agents, lawyers, and financial advisors, to facilitate seamless transactions and maximise outcomes for clients.
- Maintained a strong reputation for integrity, reliability, and expertise within the local community and industry, contributing to the long-term success and growth of the brokerage firm.
Broker Associate
Money Matters Finance Group
Alexandria
07.2023 - 11.2023
- Created and maintained relationships with clients to ensure successful loan transactions.
- Analyzed financial information, credit reports and appraisals to determine mortgage eligibility.
- Verified accuracy of all documentation prior to submission to underwriting department.
- Assisted clients in completing paperwork required for loan application process.
- Reviewed existing policies, procedures and regulations related to mortgage lending industry.
- Developed strategies to maximize customer satisfaction.
- Ensured compliance with state and federal laws governing mortgage lending operations.
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Identified potential risks associated with mortgage transactions and took appropriate action to mitigate those risks.
Loan Processor
Money Matters Finance Group
Alexandria, NSW
01.2023 - 06.2023
- Analyzed loan applications and supporting documents to determine eligibility for approval.
- Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
- Communicated with customers via telephone or email to obtain additional documentation required for loan processing.
- Maintained accurate records in computer database system during loan origination process.
- Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
- Monitored progress of each loan application from start to finish ensuring timely completion.
Education
High School Diploma -
Georges River College - Oatley Senior Campus
Oatley, NSW10.2022
Loan Admin Mentoring Program -
Outsource Financial
Sydney, NSW03.2023
CERT VI in Mortgage Brokering & Finance -
MyFeng
08.2023
Diploma of Mortgage Brokering & Finance -
MyFeng
08.2023
Broker Mentoring Program -
Outsource Financial
03-2024
Skills
- Problem Solver
- Critical thinker
- Highly numerate
- Ability to grasp information
- Communication skills
- Decision making
- Website design & development
Languages
Arabic
Native/ Bilingual
References
References available upon request.
Timeline
Director
Lite Lend Finance
11.2023 - Current
Broker Associate
Money Matters Finance Group
07.2023 - 11.2023
Loan Processor
Money Matters Finance Group
01.2023 - 06.2023
High School Diploma -
Georges River College - Oatley Senior Campus
Loan Admin Mentoring Program -
Outsource Financial
CERT VI in Mortgage Brokering & Finance -
MyFeng
Diploma of Mortgage Brokering & Finance -
MyFeng
Broker Mentoring Program -
Outsource Financial
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