RIANNON DIANO
Findon,SA
Summary
Driven by a passion for finance and client relations, I am eager to secure a position where I can apply my expertise and contribute to organisational growth. My aim is to join a dynamic and forward-thinking company that prioritises the development of strong relationships and fosters an environment of dedication and enthusiasm. I am committed to leveraging my skills to make a meaningful impact and to continually grow both personally and professionally within the organisation.
Overview
9
9
years of professional experience
Work History
Senior Mortgage Broker
TTO
05.2023 - Current
- My role at TTO closely mirrors my previous position as a mortgage broker at Johnston Grocke, albeit with some exciting expansions
- At TTO, we prioritise proactive lead generation by tapping into our database for fresh leads and contacts
- I've taken the initiative to forge new referral partnerships across diverse industries, investing time in nurturing these connections by providing valuable insights, addressing queries, and offering regular finance updates
- In addition to strengthening our outreach efforts, I've spearheaded the implementation of digital marketing strategies tailored specifically for the Finance team at TTO
- These targeted campaigns have amplified our online presence and bolstered our visibility in the competitive market landscape
- Moreover, I've introduced and overseen the Internship Program in collaboration with UniSA at TTO
- This initiative not only enriches our team with fresh perspectives but also allows us to mentor and cultivate emerging talent within the industry, contributing to a vibrant and dynamic work environment.
Team Leader
JOHNSTON GROCKE
01.2021 - 05.2023
- During my tenure as Team Leader, I spearheaded the Mortgage Services team, ensuring both fiscal targets and client satisfaction were consistently met
- This involved not only establishing comprehensive budgets and KPIs for the team and its members but also imparting crucial training to brokers and administrative personnel
- Beyond day-to-day operations, I actively sought out additional revenue streams to bolster the business's financial health
- Furthermore, I played a pivotal role in providing insights and strategic direction by diligently preparing reports for board meetings and delivering insightful presentations
- As a member of the Executive Meeting, I contributed to shaping the operational landscape of the organisation
- In terms of personnel management, I led a dynamic team of up to six individuals, overseeing all aspects of human resources within the Mortgage Services department
- This encompassed recruitment, performance evaluations, and fostering a supportive work environment conducive to both professional growth and team cohesion.
Mortgage & Finance Broker
JOHNSTON GROCKE
06.2019 - 05.2023
- At the core of my role was the comprehensive management of lead generation, client consultations, loan structuring, and recommendation writing
- In lead prospecting, I maintained and cultivated existing relationships while actively forging new connections with real estate firms, builders, conveyancers, and other industry stakeholders
- Leveraging both internal leads and those from referral sources, I pre-qualified prospects and orchestrated meetings to delve into their financial goals and aspirations
- During client consultations, I adeptly navigated discussions to gain insights into their unique circumstances, all while clarifying the lending process, policies, and structural intricacies with warmth and professionalism
- Taking into account the client's objectives and preferences, I assumed the responsibility of crafting loan structures tailored to their needs
- This involved thorough research to identify lenders aligned with the client's criteria and policy parameters, coupled with rigorous evaluation of loan serviceability using advanced servicing calculators
- Subsequently, I presented curated recommendations to the client for consideration
- Upon client acceptance, I assumed end-to-end management of the process, maintaining consistent communication with both the client and financier to ensure seamless progression
- As a senior member of the broking team, I undertook additional responsibilities, including team management to ensure timely task completion, while also providing invaluable guidance and leadership to enhance team performance.
Para Broker
JOHNSTON GROCKE
01.2019 - 05.2019
- In my role, I supported brokers by conducting comprehensive research and crafting tailored recommendations
- This entailed maintaining an extensive understanding of our panel of 40 lenders and their diverse policies
- Upon receiving a loan structure from the broker, I would meticulously match it with a suitable lender based on both structure and policy criteria
- This involved engaging with lenders' Business Development Managers (BDMs) to gather crucial credit-related information, conducting thorough servicing calculations, and ultimately composing detailed recommendation emails for client review.
Client Services Officer Mortgage Services
JOHNSTON GROCKE
05.2017 - 12.2018
- In my capacity, I played a pivotal role in facilitating seamless loan submissions and navigating applications to successful settlements alongside brokers
- Central to my responsibilities was the meticulous management of loan data within the Aggregator CRM system, ensuring accuracy and completeness before advancing submissions through Apply Online
- I diligently compiled and organised requisite supporting documentation for submission to lenders, maintaining proactive communication channels with clients, assessors, agents, and conveyancers throughout the process
- My proactive approach extended to actively seeking updates from banking institutions and disseminating pertinent information to relevant stakeholders
- In instances of missing information requests, I promptly addressed these, ensuring comprehensive responses to meet the bank's requirements
- Additionally, I facilitated the procurement of valuations and spearheaded repricing requests as part of my multifaceted duties.
Business Development Officer
JOHNSTON GROCKE
11.2015 - 05.2017
- Recognising my potential and commitment, the Firm crafted a dedicated role to secure my full-time engagement
- While continuing to fulfil the aforementioned responsibilities, my primary focus remained on driving business growth
- In addition to prospecting new opportunities, I assumed responsibility for overseeing marketing and communications efforts
- This encompassed orchestrating targeted email campaigns, curating and disseminating newsletters, actively participating in networking events to foster connections with key stakeholders, nurturing referral relationships, and organising events tailored for staff, referral partners, and clients
- Furthermore, I spearheaded the management of the Firm's online presence, including social media platforms and website content creation such as blogs and client communications.
Administration Assistant
JOHNSTON GROCKE
06.2015 - 11.2015
- In this role, I was responsible for engaging with prospective clients who expressed interest in securing financing through our referral channels
- Serving as a representative of the firm, I actively pursued new opportunities and effectively communicated the advantages of consulting with our brokers
- This involved reaching out to clients via email and phone to initiate discussions and arrange appointments with our brokers
- Additionally, I meticulously maintained the firm's Customer Relationship Management (CRM) system and conducted follow-up calls to ensure client satisfaction and address any outstanding queries.
Education
Diploma in Mortgage & Finance -
Kaplan
01.2018
Certificate IV in Mortgage & Finance -
Kaplan
01.2017
Skills
- Passionate about empowering individuals to achieve their aspirations and objectives
- Proficient in delivering exceptional customer service, honed through diverse experiences in both hospitality and office environments, as well as successful tenure in retail
- Demonstrates a proven work ethic anchored in integrity, honesty, and reliability
- Recognised for loyalty and dependability, coupled with strong organisational prowess
- Adaptable and proactive in tackling new challenges, consistently delivering results efficiently
- Adept at fostering collaboration within teams while also capable of working autonomously to achieve objectives
Professional References
- Matthew Bodger, Team Leader - Finance, TTO, 0421 442 554
- Luke White, Chief Operating Officer, Ardento, 0414 198 300
- Nicole McBryde, Executive & Business Support Officer to the Crown Solicitor, Crown Solicitor's Office, 0423 393 135
Timeline
Senior Mortgage Broker
TTO
05.2023 - Current
Team Leader
JOHNSTON GROCKE
01.2021 - 05.2023
Mortgage & Finance Broker
JOHNSTON GROCKE
06.2019 - 05.2023
Para Broker
JOHNSTON GROCKE
01.2019 - 05.2019
Client Services Officer Mortgage Services
JOHNSTON GROCKE
05.2017 - 12.2018
Business Development Officer
JOHNSTON GROCKE
11.2015 - 05.2017
Administration Assistant
JOHNSTON GROCKE
06.2015 - 11.2015
Diploma in Mortgage & Finance -
Kaplan
Certificate IV in Mortgage & Finance -
Kaplan
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