Suvekshya Bhattarai
Summary
Mortgage professional with deep expertise in mortgage industry, known for delivering high-quality service and effective solutions. Proven ability to handle complex financial transactions and foster strong client relationships. Reliable team player focused on achieving results and adapting to evolving market conditions, with demonstrated skills in risk assessment and loan structuring.
Overview
8
8
years of professional experience
Work History
Mortgage Broker
Next generation home loans
09.2023 - Current
- Working closely with clients to understand their unique financial needs and explaining various loan types.
- Proficiently analyzing clients financial situation to identify suitable loan products and provide tailored financial advise.
- Guiding clients through the mortgage application process, ensuring a smooth and efficient experience.
- Negotiating competitive interest rates and terms with lenders on behalf of clients.
- Staying updated on industry trends and regulations to provide informed advice to clients.
- Ensuring compliance with federal and state regulations, including consumer protection laws.
- Developing and nurturing relationships with a diverse portfolio of clients and referral partners.
- Networking to build customer and community connections and increase pipeline.
- Meeting sales target through referrals and networking.
Lending Specialist
Aussie
01.2023 - 09.2023
- Contact warm leads and convert into applications.
- Evaluate clients' financial situations and assess their eligibility for various mortgage products.
- Organize meeting and educate clients on available mortgage options, including interest rates, terms, and repayment plans.
- Guide clients throughout the mortgage application process until settlement.
- Streamline internal processes to improve workflow efficiency within lending department.
- Maintain a deep understanding of the local real estate market, keeping up-to-date with industry trends and changes in lending regulations.
- Provide ongoing support and communication to clients, keeping them informed throughout the mortgage process.
- Ensure compliance with industry regulations and ethical standards, prioritising client confidentiality and data security.
Finance Associate
Pacific Finance Australia
04.2022 - 11.2022
Admin/Broker Associate
LJ Hooker Home Loans
02.2021 - 01.2022
Recovery Auditor
FlexTecs, Flexible Technology Solutions
10.2017 - 09.2019
- Utilizing appropriate audit concepts and proprietary tools to conduct an audit by examining a client's account payable financial data.
- Reviewing emails for accurate rebate pricing and funding.
- Reviewing contracts, agreements, paperwork, and electronic documents looking for possible missed opportunities in vendor funding.
- Inspecting and evaluating client's financial information including purchase orders, invoices, statements, and freight invoices to audit and analyze the client's business operation.
- Extracting raw data and matching them with invoices through V-Look ups and Pivot Table.
- Checking sales ledger for duplicate and overpayment to produce a claim.
- Producing claims using appropriate audit concepts for writing claims, updating claims management system, and billing claims to client.
Education
Diploma - Finance & Mortgage Broking - Finance, General
AAMC Training Group
08.2024
Certificate-4 - Finance & Mortgage Broking - Finance and Financial Management Services
AAMC Training Group
04.2022
Bachelor Of Business Studies - Finance/Commerce, General
School of Management, Tribhuvan University
01.2017
Secondary - Management
Golden Gate International College
01.2012
Skills
- Financial lending expertise
- Loan structuring expertise
- Relationship building expertise
- Meticulous attention to detail
- Flexible sales strategies
- Results-driven approach
- Comprehensive industry knowledge
- Consistent networking
- Customer service and support
- Collaborative teamwork
References
Provided upon request
Timeline
Mortgage Broker
Next generation home loans
09.2023 - Current
Lending Specialist
Aussie
01.2023 - 09.2023
Finance Associate
Pacific Finance Australia
04.2022 - 11.2022
Admin/Broker Associate
LJ Hooker Home Loans
02.2021 - 01.2022
Recovery Auditor
FlexTecs, Flexible Technology Solutions
10.2017 - 09.2019
Certificate-4 - Finance & Mortgage Broking - Finance and Financial Management Services
AAMC Training Group
Bachelor Of Business Studies - Finance/Commerce, General
School of Management, Tribhuvan University
Secondary - Management
Golden Gate International College
Diploma - Finance & Mortgage Broking - Finance, General
AAMC Training Group
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