Summary
Overview
Work history
Education
Skills
Certification
References
Timeline
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Robin Bakshi

Melbourne,Australia

Summary

Takes on challenging new role harnessing interpersonal skills, collaboration and problem-solving. Driven to deliver high-quality service and consistent results.

Overview

3
3
years of professional experience
1
1
Certification

Work history

Sr. Mortgage Broker

Ez Mortgage Broker
Melbourne, Australia
01.2023 - Current
  • Stayed abreast of changing regulations in the industry; ensured company compliance.
  • Provided tailored solutions to unique financial situations, improving client satisfaction rate.
  • Achieved successful loan approvals with thorough application reviews.
  • Worked closely with underwriters to ensure timely approval of loans; increased customer satisfaction.
  • Prepared detailed reports on client's financial status, aiding informed decisions.
  • Streamlined the application process; improved operational efficiency.
  • Assisted clients to understand complex mortgage terms, enhancing customer confidence.
  • Negotiated favourable mortgage rates with lenders; saved money for clients.
  • Liaised effectively between lenders and borrowers for efficient communication processes.
  • Conducted comprehensive risk assessments to protect client interests.
  • Helped clients to secure their dream homes with strategic planning and guidance.
  • Processed mortgage applications, expedited approvals.
  • Developed strong client relationships for trust and satisfaction.
  • Maintained up-to-date market knowledge, providing accurate advice to clients.
  • Built outstanding relationships with clients through bespoke care and advice, going above and beyond to promote client loyalty and retention.

Mortgage Broker

Aussie
Melbourne, Victoria
03.2022 - 06.2022
  • Ensured regulatory compliance in all operations, maintaining professional standards.
  • Evaluated credit worthiness, ensuring sound financial decisions.
  • Secured financial stability for clients by advising on suitable mortgage products.
  • Maintained up-to-date market knowledge, providing accurate advice to clients.
  • Liaised effectively between lenders and borrowers for efficient communication processes.
  • Provided tailored solutions to unique financial situations, improving client satisfaction rate.
  • Coordinated with solicitors and estate agents for smooth transactions.
  • Helped clients to secure their dream homes with strategic planning and guidance.

Education

Certificate IV in Finance and Mortgage Broking -

Real Estate Academy Australia
Melbourne

Diploma of Finance and Mortgage Broking Management -

International Institute of Technology
Melbourne, Victoria

Skills

  • Loan packaging expertise
  • Regulatory compliance standards
  • Goal-Oriented approach
  • Mortgage lending experience
  • Quality control standards adherence
  • Property appraisal knowledge
  • Financial software use
  • Underwriting policies familiarity
  • Document interpretation

Certification

MFAA

AFCA

References

References available upon request.

Timeline

Sr. Mortgage Broker

Ez Mortgage Broker
01.2023 - Current

Mortgage Broker

Aussie
03.2022 - 06.2022

Certificate IV in Finance and Mortgage Broking -

Real Estate Academy Australia

Diploma of Finance and Mortgage Broking Management -

International Institute of Technology

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Robin Bakshi