Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Somesh Chhetri

Somesh Chhetri

Melbourne,VIC

Summary

Highly driven mortgage broker with a passion for guiding first-home buyers and helping clients build long-term wealth through property investment. Skilled at simplifying the loan process, offering tailored solutions, and using strong market knowledge to secure the best outcomes for clients at every stage of their property journey.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Mortgage Broker

Venture Finance Pty Ltd.
11.2023 - Current
  • Settled over $4 million in loans within one month, demonstrating expertise in loan structuring and deal management.
  • Negotiated competitive interest rates and favorable terms with multiple lenders for tailored client solutions.
  • Assisted clients in wealth building through property investment strategies, including equity release and portfolio growth.
  • Collaborated with accountants, financial planners, and legal advisers to align lending solutions with client goals.

Assistant Mortgage Broker

Home Loan Experts Nepal Pty Ltd.
04.2022 - 11.2023
  • Served as primary contact for clients during loan process, providing updates and addressing queries.
  • Coordinated with lenders, BDMs, and credit assessors to expedite loan approvals.
  • Liaised with external professionals to gather documents and align applications with financial strategies.

Credit Risk Analyst - Credit Risk Department

Jyoti Development Bank Ltd.
01.2022 - 12.2022
  • Analyze loan applications and borrower finances to minimize the bank's risk of defaults.
  • Develop and implement strategies to protect the bank's profitability by managing credit risk.

Assistant - Operations department

Standard Chartered Bank Nepal Ltd.
01.2020 - 12.2021
  • Process and verify financial transactions (payments, deposits, etc.) accurately and efficiently.
  • Maintain Regulatory Compliance: Uphold banking regulations and internal controls to mitigate risk and ensure financial integrity.

Education

Masters of Business Administration - Finance

Westcliff University
Kathmandu, Nepal
01.2022

Bachelor of Business Administration - Finance

Tribhuvan University
Dharan, Nepal
01.2019

Skills

  • Client relationship management
  • Regulatory compliance
  • Loan structuring
  • Attention to detail
  • Problem solving
  • Effective communication

Certification

  • Diploma in Finance and Mortgage Broking - REAA
  • Anti-money laundering and counter-terrorism financing - CPD Rise
  • Information technology training - CPD Rise

Languages

  • English
  • Nepali
  • Hindi

Timeline

Mortgage Broker

Venture Finance Pty Ltd.
11.2023 - Current

Assistant Mortgage Broker

Home Loan Experts Nepal Pty Ltd.
04.2022 - 11.2023

Credit Risk Analyst - Credit Risk Department

Jyoti Development Bank Ltd.
01.2022 - 12.2022

Assistant - Operations department

Standard Chartered Bank Nepal Ltd.
01.2020 - 12.2021

Masters of Business Administration - Finance

Westcliff University

Bachelor of Business Administration - Finance

Tribhuvan University

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Somesh Chhetri