Tony Tran
Cairnlea,VIC
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
5
5
years of professional experience
Work History
Mortgage Broker
Aussie Home Loans
08.2025 - 11.2025
- Key Responsibility:
- Manage walk-ins, online leads, and in-store appointments with high-intent home loan customers.
- Guide customers through every stage of the lending process–from initial inquiry to settlement and post-settlement support.
- Submit deals to the in-house processing team, allowing focus on client relationships and local community engagement.
- Collaborate with external partners to generate referral income from buyer’s agents and conveyancing professionals.
- Deliver tailored home loan advice aligned with customers’ financial goals and needs.
Senior Home Loan Specialist
Australia & New Zealand Banking Group
08.2020 - 06.2025
- Key Responsibility:
- Provide personalized and meaningful conversations with customers to enhance their financial well-being and support their home loan journey, ensuring a high level of satisfaction.
- Educate and empower clients by demonstrating ANZ’s digital solutions, helping them leverage technology for more effective financial management.
- Build strong relationships with customers, ensuring they finish interactions as confident advocates for ANZ’s products and services.
- Continuously develop skills and banking knowledge through ongoing training, staying updated with industry trends and ANZ’s evolving offerings.
- Train and mentor new team members, including running meetings and providing hands-on 1-on-1 coaching to ensure they meet their KPIs and integrate smoothly into the team.
- Oversee the onboarding process for new hires, supporting their professional growth and ensuring they understand and excel in their roles.
Education
Certificate IV in Finance And Mortgage Broking -
Kaplan Professional
07-2025
Skills
- Strong negotiation skills
- Customer service and support
- Superior customer service
- Collaborative teamwork
- Effective problem solving
- Ethical business practices
- Goal-oriented mindset
- Residential mortgage lending regulations
- Accurate documentation
- Client engagement and assistance
- Client service
- Detail-oriented approach
- Loan applications
- Client confidentiality
- Loan application processing
Timeline
Mortgage Broker
Aussie Home Loans
08.2025 - 11.2025
Senior Home Loan Specialist
Australia & New Zealand Banking Group
08.2020 - 06.2025
Certificate IV in Finance And Mortgage Broking -
Kaplan Professional