Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Sanjhi Telang

Hoppers Crossing,VIC

Summary

Highly motivated employee with expertise in the residential and unsecured lending standards. Skilled in building long-term business relationships through exemplary communication and customer service skills. Dedicated to pairing borrowers with ideal loans and lenders. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

8
8
years of professional experience

Work History

Inside Sales Associate

Moula
01.2023 - Current
  • Reviewed and validated details of loan applications and closing documentation.
  • Collected and compiled paperwork such as loan files and documents.
  • Managed assigned loan portfolio for retention, growth and credit.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Communicated approval or rejection to applicants/brokers via email or call.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
  • Assessed customer account histories to determine previous compliance with payment plans and loan terms.
  • Filed completed loan applications with underwriting and made approval or denial recommendations.
  • Conducted pre-funding and funding activities for over $2 Million monthly applications.
  • Handled any conditions sent from underwriting departments.
  • Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
  • Issues reports for old and new loans based on field inspections of loan sites.

Mortgage Broker

Loan Market
01.2022 - 01.2023
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Assessed clients' financial data to determine loan suitability.
  • Advised clients on loan process and specialized topics in home purchasing.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • collaborated with real estate agents to get finance approval for their clients.
  • Workshopped deals with BDM's and helped clients find a property suitable to their needs to convert pre-approvals before expiry.
  • Made a minimum of 150 calls per week to active buyers and lenders to help them with their finance.
  • Workshopped 12-month plan with clients to get them ready to be able to qualify for loans.
  • The repriced interest rate for existing clients to maintain long-term relationships with clients and to avoid any clawback.
  • Explained different types of loans pertaining to client situations.
  • Reviewed loan files and updated them to match current standards.

Mortgage Broker

Ozy Loans Pty Ltd
04.2020 - 01.2022
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Assessed clients' financial data to determine loan suitability.
  • Reviewed loan files and updated to match current standards.
  • Worked with underwriters to fix application problems and resolve issues.
  • Evaluated borrower financial information, payslips and credit history to determine loan possibility.
  • Explained different types of loans pertaining to client situations.
  • Explained entire mortgage loan process to borrower.
  • Collaborated with different lenders to find best possible deal for homebuyers.

Assistant Manager

Hungry Jacks
10.2016 - 04.2021
  • Collaborated with purchasing and production to maintain levels of quality and on-hand inventory.
  • Created production forecasts and plans based on sales forecasts, historical usage and product trends.
  • Labeled, organized and located inventory items in staging areas or on shelves according to quantity, size or type of material.
  • Trained new staff on job duties, company policies and safety procedures for rapid onboarding.
  • Strengthened inventory processes to balance supply needs with budget and space limitations.
  • Utilized Macromatix to prepare and maintain records and reports of inventories, price lists, shortages, shipments and expenditures.

Fundraising Coordinator

Reef Restoration Foundation
09.2016 - 02.2019
  • Developed and implemented marketing campaigns targeting donors.
  • Conducted prospect research to identify and engage potential donors and partner organizations.
  • Collaborated with senior leadership to identify funding objectives and devise workable development plans.
  • Attended events to develop professional network of potential donors.

Education

Bachelor of Business(Finance And Accounting) - Accounting And Finance

Swinburne University of Technology
Melbourne, VIC
01.2026

Certificate IV in Finance And Mortgage Broking - Financial Planning And Services

Kaplan University
Melbourne, VIC
03.2022

Bachelor of Communications - Journalism

Deakin University
Melbourne, VIC
08.2019

Skills

  • Proficient at AFG Flex ,MyCRM,Apply Online, sales force, powerBI, Quickli & Loanapp
  • Loan Portfolio Monitoring - Broker Live
  • Microsoft Office
  • Verbal and Written Communication
  • Bank Product Marketing
  • Maintenance and Repair Orders
  • Budget Preparation and Management
  • Workforce Management
  • Lead Generation
  • Mortgage settlement
  • Sales and Negotiation
  • Client Retention
  • Revenue Forecasting
  • Expertise in Cold Calling
  • Prospect Follow-Up
  • Database Management

Additional Information

MFAA Member

Timeline

Inside Sales Associate

Moula
01.2023 - Current

Mortgage Broker

Loan Market
01.2022 - 01.2023

Mortgage Broker

Ozy Loans Pty Ltd
04.2020 - 01.2022

Assistant Manager

Hungry Jacks
10.2016 - 04.2021

Fundraising Coordinator

Reef Restoration Foundation
09.2016 - 02.2019

Bachelor of Business(Finance And Accounting) - Accounting And Finance

Swinburne University of Technology

Certificate IV in Finance And Mortgage Broking - Financial Planning And Services

Kaplan University

Bachelor of Communications - Journalism

Deakin University

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