Mortgage Broker
Mortgage Choice
Mt Lawley, WA
05.2025 - Current
- Assisted customers throughout the entire loan application process up until successful completion.
- Advised clients on strategies for reducing their debt load prior to applying for a mortgage loan.
- Negotiated favorable terms for clients with lenders based on financial history and credit score.
- Evaluated customer's ability to repay loans by analyzing income statements, tax returns.
- Maintained accurate records of all documents pertaining to each loan transaction.
- Processed loan applications, verified creditworthiness of borrowers, and collected supporting documentation.
- Provided guidance on capital structure optimization strategies for clients in need of financing solutions.
- Worked closely with internal teams such as Accounting, Tax, Risk Management, Treasury, ensuring compliance with all relevant regulations.
- Analyzed customer credit profiles to determine potential risk factors.
- Analyzed financial data to determine efficient use of resources.
