Sarah Burton
Reynella,SA
Summary
I am a bright & friendly professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organisational goals. I am a Business-minded Mortgage Broker promoting a background in developing great partnerships with lenders and borrowers. Possessing extensive strategy and collaboration skills. Looking to tackle new challenges with a company that values undeniable organisational and issue management skills.
Overview
21
21
years of professional experience
Work History
Mortgage Broker
Sheridans Accoutants & Financial Planners
Glenelg, SA
12.2020 - Current
- Created and maintained relationships with clients to ensure successful loan transactions.
- Analyzed financial information, credit reports and appraisals to determine mortgage eligibility.
- Provided guidance on the selection of loan products best suited for clients' needs.
- Negotiated terms and conditions of mortgages with lenders.
- Prepared documents for closing process and monitored progress throughout transaction.
- Communicated effectively with clients regarding details of their loans and kept them informed about status of their applications.
- Verified accuracy of all documentation prior to submission to underwriting department.
- Performed regular follow-ups on loan applications in order to meet deadlines.
- Attended seminars, conferences, meetings, webinars, related to the mortgage industry.
- Clarified mortgage loan process details to educate borrowers.
Bank Officer
ANZ
Hallett Cove, SA
01.2004 - 11.2020
- Responded to customer inquiries and resolved account issues.
- Provided support for loan applications and processed mortgage paperwork.
- Maintained records of customer transactions.
- Analyzed credit reports and evaluated loan applications.
- Prepared documents for regulatory compliance audits.
- Assisted customers with opening new bank accounts.
- Educated clients on the benefits of various investment options.
- Identified opportunities to improve customer service quality.
- Generated monthly, quarterly, and annual sales reports for management review.
- Processed deposits, withdrawals, transfers, payments, checks.
- Addressed and resolved customer complaints, leading to a marked improvement in customer satisfaction scores.
- Managed daily branch operations, ensuring compliance with banking policies and federal regulations.
Education
Diploma - Finance & Mortgage Broking Management
AAMC Training Group
01-2023
Certificate III - Banking And Finance
TAFE SA
SA06-2006
High School Diploma -
Woodcroft College
SA12-2003
Skills
- Assessing loan qualification
- Loan terms
- Loan Applications
- Borrower needs assessment
- Client Confidentiality
- Borrower financial assessment
- Client engagement and assistance
- Customer service and support
Affiliations
- AFL
- Socialising with friend/family
References
References available upon request.
Timeline
Mortgage Broker
Sheridans Accoutants & Financial Planners
12.2020 - Current
Bank Officer
ANZ
01.2004 - 11.2020
Diploma - Finance & Mortgage Broking Management
AAMC Training Group
Certificate III - Banking And Finance
TAFE SA
High School Diploma -
Woodcroft College
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