Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
Mita Borell