Sally Zheng
Malvern East,VIC
Summary
Dynamic and results-driven Senior Home Lending Specialist with a proven track record at Commonwealth Bank Of Australia, CBA. Excelled in credit analysis and customer relations, consistently exceeding customer's satisfaction. Fostered strong client loyalty through exceptional service, enhancing financial well-being. Skilled in portfolio management and sales acumen, achieving high customer satisfaction and retention rates.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Home Lending Specialist
Commonwealth Bank Of Australia, CBA
01.2022 - Current
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
- Managed a diverse portfolio of loans across various sectors, demonstrating versatility and adaptability within the lending specialist role.
- Enhanced loan application approval rates by conducting thorough credit analyses and evaluating borrower''s financial status.
- Improved customer satisfaction by delivering personalized loan consultation services tailored to individual financial needs.
- Conducted regular training sessions for junior staff members, imparting valuable industry insight and improving overall team efficiency.
Home Lending Specialist
Commonwealth Bank Of Australia, CBA
04.2021 - 12.2022
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
- Exceeded monthly lending targets consistently, demonstrating strong sales acumen and commitment to organizational objectives.
- Processed loan applications and monitored progress from start to finish.
- Developed and maintained relationships with customers, lenders and other third parties.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
Home Lending Specialist (Direct Lending)
Commonwealth Bank Of Australia, CBA
05.2019 - 03.2021
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
- Exceeded monthly lending targets consistently, demonstrating strong sales acumen and commitment to organizational objectives.
- Processed loan applications and monitored progress from start to finish.
- Developed and maintained relationships with customers, lenders and other third parties.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
Customer Lending Specialist (Direct Lending)
Commonwealth Bank Of Australia, CBA
02.2019 - 05.2019
- Call Centre sales assistant for financial products to enhance the financial wellbeing of clients.
- Complete top up applications on existing CBA customers with existing home loans.
- Home loan account management, servicing retail and business clients.
Home Loan Specialist
Commonwealth Bank Of Australia, CBA
07.2018 - 02.2019
- Call centre sales assistant for financial products to enhance the financial wellbeing of clients.
- Home loan accounts management, servicing retail and business clients.
Education
Bachelor of Science - Science
University of Melbourne
Parkville, VIC12.2018
Skills
- Loan Servicing
- Credit analysis
- Portfolio Management
- Sales acumen
- Debt Restructuring
- Customer Service
- Customer Relations
Certification
Certificate IV in Financial Services
Languages
Chinese (Mandarin)
Limited Working
Timeline
Senior Home Lending Specialist
Commonwealth Bank Of Australia, CBA
01.2022 - Current
Home Lending Specialist
Commonwealth Bank Of Australia, CBA
04.2021 - 12.2022
Home Lending Specialist (Direct Lending)
Commonwealth Bank Of Australia, CBA
05.2019 - 03.2021
Customer Lending Specialist (Direct Lending)
Commonwealth Bank Of Australia, CBA
02.2019 - 05.2019
Home Loan Specialist
Commonwealth Bank Of Australia, CBA
07.2018 - 02.2019
Bachelor of Science - Science
University of Melbourne
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