Summary
Overview
Work History
Education
Skills
Timeline
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Quinto White

Coffs Harbour,NSW

Summary

Accomplished Finance Partner and Mortgage & Finance Specialist with a proven track record in customer relationship building and strategic planning. Leveraged industry expertise at E-Financial Group to deliver tailored financial solutions, driving significant client success. Skilled in technology, known for innovative approaches and a results-driven mindset.

Overview

18
18
years of professional experience

Work History

Finance Business Partner

Self-Employment
09.2024 - Current
  • Building and supporting relationships with Key Referral Partners.
  • Assessing clients' financial situations and personal needs in order to determine their borrowing capacity and find a suitable finance option.
  • Researching loan packages and providing impartial advice to clients about the best available options.
  • Facilitating and managing the loan submissions and collaborating settlement process.

Finance Partner

Self-Employed
07.2017 - Current
  • Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.
  • Stayed informed on industry developments and market trends to gain competitive advantage.
  • Networked with other professionals and organizations to expand contacts and opportunities.

Mortgage & Finance Specialist

E-Financial Group Pty Ltd
02.2015 - 02.2017

With a focus on residential lending, property investment finance and strategic advice, e-Financial also provides homes loans, lines of credit, consumer leases, commercial leases, deposit bonds and much more.

As a Mortgage and Finance Specialist, the foundation of my service is based on planning, strategy and advice tailored to his client’s unique situation and not on commissions like other financial planners. He believes in providing his clients with unbiased advice for creating the best future they can achieve.

Manager

Cardno
04.2007 - 01.2015

At Cardno our vision is to be a world leader in the provision of professional services to improve the physical and social environment. Our mission is to provide services to plan, design, manage and deliver sustainable physical, social and economic infrastructure for local and international communities.

Education

Certificate IV in Mortgage & Finance - Finance Broking

Finance & Related Services Academy
05.2014

Skills

  • Customer Relationship Building
  • Marketing
  • Performance Analysis
  • Knowledgeable in Technology
  • Marketing knowledge
  • Innovation mindset
  • Strategic Planning
  • Industry Expertise

Timeline

Finance Business Partner

Self-Employment
09.2024 - Current

Finance Partner

Self-Employed
07.2017 - Current

Mortgage & Finance Specialist

E-Financial Group Pty Ltd
02.2015 - 02.2017

Manager

Cardno
04.2007 - 01.2015

Certificate IV in Mortgage & Finance - Finance Broking

Finance & Related Services Academy
Quinto White