Robert Brown
Finance Broking
Port Kennedy,WA.
Summary
Organized Mortgage Loan Officer with [Number] years of experience in [Area of Expertise]. Extensive real estate knowledge and success in client education.
Overview
29
29
years of professional experience
1
1
Certificate
Work History
Mortgage Consultant
MFI
- I rapidly became one of the top salespeople within the store and transferred to a larger store in Coventry for six months, where I also became one of the top sales consultants
- Responsible for planning and designing bedrooms and kitchens using computer-aided design technology
- Selling other types of furniture, finance packages and extra care warranties on appliances
FINANCE AND MORTGAGE BROKER
01.2021 - Current
- Emanate Finance
- Interviewing and working with clients primarily via Zoom, e-mail and SMS to identify their needs and provide lending solutions by offering car loans, personal loans or home loans
- Generating new business through telesales, digital online marketing and personal referrals from existing clients
- Processing and submitting client loan applications and ensuring all compliance paperwork and requirements are fully met.
SALES AND MARKETING CONSULTANT
01.2018 - 01.2020
- Beyond Consulting
- Planning and implementing marketing strategies, including managing and promoting various Social Media platforms
- Management of Google PPC initiatives
- Managing company websites and e-mails and overseeing SEO and Digital marketing initiatives
- Positively changing systems to allow increased and improved efficiency and cost-effectiveness by utilising Change Management strategies
- Assisting clients with software and hardware issues with their PCs by using remote access software
- Marketing via social networking, website development, corporate networking, i.e
- Chamber of Commerce (including being invited on the Leadership Committee), BNI and introducing systems for exposing companies to the world to create new contacts and ultimately new customers and business
- Teaching sales and people/customer management and relationship skills
REAL ESTATE SALES CONSULTANT
Elders Real Estate
03.2014 - 06.2017
- Rockingham & Districts
- Selling residential properties in and around Rockingham
- Running Home Opens
- Dropping off letters into the community and meeting and building relationships with the locals
- Constantly looking and new and unique ways to be DIFFERENT from the competition!
- Building excellent relationships with current and past customers using Sendoutcards
- Marketing via social networking, website development, corporate networking, i.e
- Chamber of Commerce, BNI and introducing systems for exposing the company to the world to create new contacts and ultimately new customers and business
MORTGAGE CONSULTANT
The Loans Café
, Australia
01.2005 - 03.2010
- Visiting clients at home or in the office to discuss Home Finance options
- Identifying client’s needs to find suitable products, including Adverse, Sub Prime, Low Doc and Investment loans
- Generating new business through telesales, referral networking and personal referrals from existing clients
- I pioneered a BNI Networking Group in Mandurah, Western Australia
- Grew the membership to 30 weekly attending members in 3 months
MORTGAGE BROKER
10.2003 - 12.2004
- Merging my own mortgage broking business with that of a local Independent Financial Consultancy, enabling both companies to benefit from new and existing customer databases
- Due to the introduction of new FSA regulatory regime in October 2003, following the merger, we were able to take advantage of the already operational compliance department within this Financial Consultancy, allowing me to concentrate on building and managing relationships with existing clients whilst also seeking new lenders and solicitors to enhance our already superior service
- Visiting clients at home to discuss mortgage options, sell Life Assurance, Mortgage Payment Protection, Insurance and Buildings & Contents insurance
- Identifying client’s needs to find suitable mortgage lending products, including adverse, sub-prime, self-certification, right to buy, buy to let and let to Buy
- Generating new business through my telesales team, referral networking and personal referrals from existing clients
Mortgage Advisor
MORTGAGE BROKER
01.2002 - 10.2003
- For Mortgage Direct, who specialise in creating leads by way of telesales operations to sell re-mortgage packages to clients in financial difficulty
- Proactively selling block ASU and Life policies to a range of clients
MORTGAGE CONSULTANT
Mortgages (UK) Ltd
01.2001 - 01.2002
- Establishing my own successful Mortgage Broking business, offering all types of mortgages to new and existing clients, specialising in adverse, subprime and other specialist lending
- Recruiting and building a team of 4 Consultants to advise on and arrange mortgages for all types of client
- Implementing various methods to develop the business, including the recruitment of a Telesales Manager and a sales team, along with the establishment of a referral organisation called The Business Forum, which created a large volume of business through referrals passed between the owners of local businesses and ourselves
SALES CONSULTANT
Red
06.2000 - 08.2001
Mortgage Consultant
Advantage Mortgage Services
03.2000 - 01.2001
- Offering all types of mortgages to clients utilising telesales operations and referrals
MORTGAGE CONSULTANT
Mortgage
02.1999 - 05.2000
TRANSPORT MANAGER
ABN
10.1996 - 02.1999
- Employing and supervising drivers, planning deliveries and overseeing vehicle maintenance schedules
- Controlling vehicle budgets and ensuring compliance with law and legislation
- Managing the stock of feed in the warehouse and supplies of bulk and bagged raw material products
- Creating an effective stock management program using Lotus 123 to significantly reduce the time it took to stock take on bulk raw material bins
- Assisting with the implementation of a computerised vehicle scheduling software package in other feed mills across the country
SHOE SHOP MANAGER
Courtesy Shoes
01.1996 - 09.1996
- Responsible for staff management, stock control, cash control and store security
SALES ASSISTANT
Allders International Cruise Ships
02.1994 - 12.1995
- Working on various cruise ships throughout the Americas and the Caribbean within their first-class fashion boutiques, perfumeries, jewellery and drug stores
- Maintaining exceptionally high standards and assisting with stock control and promotions
- Proactively selling goods to customers and becoming one of the top salespeople within an exclusive jewellery shop
ASSISTANT TRANSPORT MANAGER
J.Bibby Agriculture Ltd
01.1989 - 02.1994
- Assisting the Transport Manager and gaining valuable managerial experience
Education
No Degree -
Downham Market High School
England 04.2001 -
Skills
undefined
Certification
Certificate of Registration as a Real Estate and Business Sales Representative
Timeline
FINANCE AND MORTGAGE BROKER
01.2021 - Current
SALES AND MARKETING CONSULTANT
01.2018 - 01.2020
REAL ESTATE SALES CONSULTANT
Elders Real Estate
03.2014 - 06.2017
Certificate of Registration as a Real Estate and Business Sales Representative
06-2013
MORTGAGE CONSULTANT
The Loans Café
01.2005 - 03.2010
MORTGAGE BROKER
10.2003 - 12.2004
Mortgage Advisor
MORTGAGE BROKER
01.2002 - 10.2003
No Degree -
Downham Market High School
04.2001 -
MORTGAGE CONSULTANT
Mortgages (UK) Ltd
01.2001 - 01.2002
SALES CONSULTANT
Red
06.2000 - 08.2001
Mortgage Consultant
Advantage Mortgage Services
03.2000 - 01.2001
MORTGAGE CONSULTANT
Mortgage
02.1999 - 05.2000
TRANSPORT MANAGER
ABN
10.1996 - 02.1999
SHOE SHOP MANAGER
Courtesy Shoes
01.1996 - 09.1996
SALES ASSISTANT
Allders International Cruise Ships
02.1994 - 12.1995
ASSISTANT TRANSPORT MANAGER
J.Bibby Agriculture Ltd
01.1989 - 02.1994
Mortgage Consultant
MFI
Affiliations
A focused, dynamic, and tenacious professional with vast experience in sales, marketing, business management & development, financial management and client relationship management, a strong people manager and team player can train, develop and motivate staff to achieve targets and objectives. A conscientious and self-motivated individual who is adept at managing his time effectively when working in an autonomous role. An excellent communicator and negotiator with a talent for developing successful relationships with clients and colleagues alike and networking strategically to build a portfolio of contacts. An effective problem solver with an analytical and logical approach to identifying creative business solutions. An outstanding networker, having built relationships with many businesses through pioneering a BNI group in Mandurah, Western Australia and growing the members to 30 in its first three months.
OBJECTIVE
I am now looking for an opportunity that will allow me to find a new and challenging career utilising all the experience and skills I have spent my life developing and improving. I want to work in a challenging and exciting role that will allow me to serve others, inspire them, support them, and enable them to achieve their goals and make them feel unique and special. My passion is to find a company that will make me feel exceptionally valued as an employee and help me continue developing my skills and further improving my self-development. I would also like the opportunity to be part of a winning and dynamic team, express myself freely, share my ideas, and contribute significantly to the growth and success of an organisation. 2013: Certificate of Registration as a Real Estate and Business Sales Representative
2005: Certificate 4 in Financial Services
2002: Certificate of Mortgage Advice & Practice
1997: Certificate of Professional Competency in Road Haulage Operations
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