Summary
Overview
Work History
Education
Skills
Additionalreferences
References
Timeline
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Sreerej Premra

Wyndhamvale,VIC

Summary

Results-driven professional with diverse experience in management, finance, and consulting. Demonstrated success in optimizing productivity, enhancing customer relations, and achieving business goals through strategic planning and effective team management. Currently leveraging expertise in mortgage consulting to provide exceptional service and ensure compliance in financial transactions.

Overview

9
9
years of professional experience

Work History

Mortgage Consultant / Loan Writer

MAXLEND
06.2021 - Current
  • Conduct client interviews, maintain accurate records, and gather information in compliance with NCCP requirements
  • Verify client information, assess credit contracts for suitability, and issue compliance and credit disclosure documents
  • Perform data entry into CRM, manage client files, and liaise with lenders and settlement agents to ensure smooth transaction processes
  • Managed approximately 15 files every month which were at different stages of the loan cycle.
  • Ensure continuous compliance with regulatory standards and maintain detailed records.

Self-Employed: Trucking Business

Self-Employed
01.2018 - 01.2021
  • Negotiated with freight forwarders to optimize pallet space and secure fair contract rates
  • Managed drivers, ensured vehicle safety, and adhered to NHVR standards
  • Oversaw invoicing, payroll processing, and supplier settlements
  • Conducted periodic maintenance inspections and trained new drivers.

Commission Agent

United Petroleum
01.2016 - 01.2018
  • Improved store performance through innovative customer retention strategies and effective management of staff
  • Coordinated with regional managers and sales representatives to implement sales promotions and address operational issues
  • Managed payroll, receivables, supplier invoices, and leveraged promotions to enhance retail margins
  • Coached and motivated the team to meet and exceed performance standards.

Education

Skills

  • Management: Proven ability to lead teams, establish stakeholder relationships, and manage business operations effectively
  • Time Management: Skilled in prioritizing tasks and managing multiple stakeholders, including lenders, solicitors, and clients
  • Communication: Excellent interpersonal and communication skills, adept at networking and improving operational efficiency
  • Technical Skills: Proficient in MS Office Suite and social media marketing and promotions

Additionalreferences

Available upon request.

References

Anu Antony, Director, Maxlend, Werribee (ACL: 525062), 0431 631 846

Timeline

Mortgage Consultant / Loan Writer

MAXLEND
06.2021 - Current

Self-Employed: Trucking Business

Self-Employed
01.2018 - 01.2021

Commission Agent

United Petroleum
01.2016 - 01.2018

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Sreerej Premra