Mita Borell
Robina,QLD
Summary
Experienced and self motivated Finance and insurance Manager with 12 years industry experience overseeing all aspects of Dealership Finance and Insurance. Bringing a proven track record of working effortlessly with sales teams to achieve goals, and increase finance revenue, all whilst maintaining a respectful, inclusive, and collaborative working environment.
More recently I have been honing my skills and gaining valuable knowledge as an Equipment finance broker with Jade Equipment Finance.
Bringing forth a Military background in the Royal New Zealand Navy, with vast experiences, from super high pressure decision making, to travelling the world and experiencing places most civilians don't get a chance too.
This part of my life has truly shaped the person, husband, and father I am today.
Overview
27
27
years of professional experience
Work History
Finance Broker
Jade Equipment Finance
Varsity Lakes, QLD
05.2023 - Current
- Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
- Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
- Submitted loan applications to Lenders via their Lender portals for review and approval process.
- Taking applications via phone both in the Consumer and Commercial space
- Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
- Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
- Prepare loan documents for digital or wet signing
- Liaise with credit and settlement teams to achieve desired outcomes in a timely and efficient manner.
Finance and Insurance Manager
James Frizelles Automotive Group
Gold Coast, QLD
09.2013 - 04.2023
- Verified client financial information to determine creditworthiness and loan eligibility.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Stayed abreast of lending regulations, industry trends and market rates.
- Worked with senior management to define standards, policies, procedures and organisational enhancements to meet company goals for finance.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Responsible for AML/CTF protocols and all compliance and risk management relating to Finance and Insurance
- Managed all Dealership transactions, including, cash, card payments, electronic transfers and cheques
Finance Specialist
Ge Money
Gold Coast, QLD
02.2011 - 09.2013
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Approved loan within specified limits or referred to appropriate approval level.
Naval Rating
Royal New Zealand Navy
New Zealand
01.1997 - 08.2003
- Used technical expertise and sound military judgment to learn and perform complex procedures.
- Operated surveillance, electronic warfare and other weapon systems.
Education
Diploma Finance And Mortgage Broking -
Farsta
Skills
- Procedure Optimization
- Team Management
- Attention to detail
- Inclusivity
- Data Analysis
- Problem Anticipation and Resolution
- Critical Thinking
- Verbal and Written Communication
Timeline
Finance Broker
Jade Equipment Finance
05.2023 - Current
Finance and Insurance Manager
James Frizelles Automotive Group
09.2013 - 04.2023
Finance Specialist
Ge Money
02.2011 - 09.2013
Naval Rating
Royal New Zealand Navy
01.1997 - 08.2003
Diploma Finance And Mortgage Broking -
Farsta
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