Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Stjepan Matulin

Adelaide,SA

Summary

I work in a fast-paced environment, where attention to detail and managing customer expectations determines my success. I am often tasked with managing multiple clients queries through different channels such as phone, email and in person, my ability to manage competing demands and strong communications skills has allowed me to thrive in this role. I have gained invaluable experience from both of my roles where i learnt understanding the mortgage market and customer life cycle, from the initial home loan application process, refinancing and settlement, I have demonstrated that I am able to meet the expectations of the business and our clients by providing exceptional customer centric advice and service. Through my role I have developed a sound understanding of the importance of maintaining compliant applications, I ensure each application is processed in an efficient and timely manner in line with regulatory requirements.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Lending Manager/Loans Consultant

Gryphon Financial
01.2024 - Current
  • Assessed clients' financial data to determine loan suitability.
  • Conducted comprehensive financial assessments to determine borrowing power along with picking a suitable product to fit the borrowers current situation
  • Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
  • Facilitated smooth communication between all parties involved in transactions, resulting in successful loan closings and satisfied clients.
  • Ensured exceptional customer service by maintaining consistent communication throughout the entire loan origination process.

Sales Consultant

My Money House
06.2023 - 09.2023
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Provided sales and customer service assistance to walk-in traffic
  • Responded to telephone and in-person requests for information.
  • Followed up with existing customers to provide additional support and address concerns.
  • Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.

Finance and Mortgage Broker

Significant Financial Solutions
01.2022 - 06.2023
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Assessed clients' financial data to determine loan suitability.
  • Explained entire mortgage loan process to borrower.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
  • Collaborated with different lenders to find best possible deal for homebuyers.

Education

High School Diploma -

St Paul's College

Skills

  • Government Standards
  • Government Lending
  • Sales Development
  • Credit Check Knowledge
  • Client Service
  • Processing Loan Applications
  • Loan Applications
  • Application Tracking

Certification

  • Certified Finance and Mortgage Broker - Significant Financial Solutions - January 2022 - June 2023

Languages

Croatian
Full Professional

Timeline

Lending Manager/Loans Consultant

Gryphon Financial
01.2024 - Current

Sales Consultant

My Money House
06.2023 - 09.2023

Finance and Mortgage Broker

Significant Financial Solutions
01.2022 - 06.2023

High School Diploma -

St Paul's College
  • Certified Finance and Mortgage Broker - Significant Financial Solutions - January 2022 - June 2023
Stjepan Matulin