Rakesh Chopra
Wallan,VIC
Summary
Motivated Broker Mortgage Assistant adept in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, professional development and cement loyalty.
Overview
13
13
years of professional experience
Work History
Mortgage Broker Assitant
Rajinder Pty Ltd / Proficient Group
10.2023 - Current
- Participated in ongoing professional development opportunities to continuously enhance knowledge of mortgage products, services, and best practices within the industry.
- Assisted clients in understanding complex mortgage terms and conditions, facilitating well-informed decisionmaking.
- Enhanced client satisfaction by providing comprehensive mortgage assistance and support.
- Stayed up-to-date on industry trends and regulations to provide accurate information and guidance to clients.
- Facilitated clear communication between all parties involved in each transaction resulting in more efficient deal closures.
- Conducted thorough research on available loan products, enabling informed recommendations tailored to individual client needs.
- Collaborated with senior brokers to devise creative financing solutions that met unique borrower requirements.
- Provided exceptional customer service by promptly addressing inquiries and resolving issues throughout the mortgage process.
- Expeditiously gathered required documentation from clients, expediting the underwriting review process.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
Assitant Manager
Waste Wise Services
06.2017 - 10.2023
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Mentored team members to enhance professional development and accountability in workplace.
Cleaning Contractor
Metro Trains Melbourne
06.2011 - 05.2017
- Enhanced customer satisfaction by providing thorough and efficient cleaning services.
- Reduced client complaints by consistently meeting deadlines and adhering to high-quality standards.
- Maintained a safe and healthy work environment with regular equipment maintenance and proper use of cleaning chemicals.
- Demonstrated adaptability, handling various types of properties, including residential homes, offices, and commercial spaces.
- Consistently followed safety protocols during the execution of cleaning tasks, resulting in zero workplace accidents or injuries.
- Assisted in training new employees on company policies, procedures, and best practices for optimal performance.
Education
Diploma of Finance And Mortgage Broking -
MyFeng
Melbourne, VIC04.2024
Certificate IV in Business -
Education Access Australia
Melbourne, VIC05.2014
Bachelor of Arts -
RK Arya College
Punjab, India03.2006
Skills
- Mortgage Knowledge
- Office Administration
- Loan Processing
- Underwriting knowledge
- Financial Analysis
- Regulatory Compliance
- Mortgage Loan Processing
- Data Entry
- CRM Software
References
Available upon request
Timeline
Mortgage Broker Assitant
Rajinder Pty Ltd / Proficient Group
10.2023 - Current
Assitant Manager
Waste Wise Services
06.2017 - 10.2023
Cleaning Contractor
Metro Trains Melbourne
06.2011 - 05.2017
Diploma of Finance And Mortgage Broking -
MyFeng
Certificate IV in Business -
Education Access Australia
Bachelor of Arts -
RK Arya College
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