Surabhi Sharma
Sydney,Australia
Summary
Experienced professional with over 3 years of expertise in client relationship management within the communication service provider industry. Skilled in cultivating strong account relationships, team management, and delivering on commitments.
Proficient in assessing customer information, determining borrowing capacity, and navigating lender policies. Experience in SMSF deals, refinance, self-employed applications. Adept at managing applications from submission to settlement and providing exceptional client service.
Overview
19
19
years of professional experience
Work History
Mortgage Loan Underwriter
First Mortgage Pty Ltd
Sydney, NSW
11.2023 - Current
- Improved loan approval rates by meticulously reviewing and analyzing applicant financial documents.
- Enhanced underwriting efficiency with thorough risk assessments and timely decisionmaking.
- Reduced processing times for mortgage applications, ensuring prompt customer service and satisfaction.
- Collaborated with loan officers to resolve discrepancies in application materials, streamlining the approval process.
- Maintained compliance with regulatory standards and guidelines, mitigating potential risks to the organization.
- Managed a diverse portfolio of mortgage applications, consistently meeting or exceeding established performance metrics.
Casual Relief Teacher
Eton House Preschool
Singapore
05.2016 - 12.2018
- Responsible for providing a duty of care and normal learning environment in the classroom for students whilst the regular teacher is absent.
- Implemented prepared lesson plans in established classrooms.
- Led classroom activities for play-based and immersive learning.
- Completed documentation of attendance, grades and other required details.
Primary School Teacher
The Green Field School
India
04.2009 - 03.2011
- Provided warm, supportive environment for developing academic, social and emotional growth.
- Designed daily lesson plans customized to student needs.
- Worked one-on-one with students to determine strengths, weaknesses and learning patterns.
- Established open communication and positive relationships with students, parents, peers and administrative staff.
Client Relations – Key Accounts
Idea Cellular Ltd, Aditya Birla Group
India
08.2005 - 12.2008
- Acquiring, growing and deepening customer relationships in the account through effective relationship management.
- Single point of contact for all Company owned Connections for assigned large accounts (Kirloskar Group, Tata Motors, Manikchand Group).
- Conduct on-going meetings with the client for product updates & challenges, if any.
- Ensure challenges raised, reach to right team within organization.
- Initiate client engagement program to increase stickiness of the account.
Education
Bachelor of Commerce - Financial Accounting, Economics
MMCC (Pune University)
Pune (Maharashtra India)Financial Accounting, Economics
Saraswati Higher Secondary School
IndiaSkills
- Customer Relations
- Complaint Resolution
- Issue Identification
- Written and Oral Communications
Timeline
Mortgage Loan Underwriter
First Mortgage Pty Ltd
11.2023 - Current
Casual Relief Teacher
Eton House Preschool
05.2016 - 12.2018
Primary School Teacher
The Green Field School
04.2009 - 03.2011
Client Relations – Key Accounts
Idea Cellular Ltd, Aditya Birla Group
08.2005 - 12.2008
Bachelor of Commerce - Financial Accounting, Economics
MMCC (Pune University)
Financial Accounting, Economics
Saraswati Higher Secondary School