Summary
Overview
Work History
Education
Skills
Certification
Animal husbandry
Additional Information
Timeline
Generic

Wanda Rowan

South Windsor,NSW

Summary

I have worked as a Mortgage Broker since 2009 starting with Aussie Home Loans as a mobile Broker and for approx 18 months a Compliance Manager before moving to another broker firm as their Trainer and Sales Manager. I obtained my own Credit Licence in 2016 and have been working under that licence since then.

I maintain very high standards of Customer Confidentiality resulting in clients following me through my broker journey and developing a strong referral client base.

I have excellent problem solving skills and an eye for detail. I follow processes and procedures as required in Compliance.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Mortgage Broker

Self-employeed
09.2009 - Current
  • Maintained a strong network of industry professionals, fostering valuable partnerships that benefited clients and business growth.
  • Monitored pipelines to track and log status of loans.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Proactively identified solutions for customers experiencing credit issues.
  • Assisted customers with completing loan applications and other paperwork.
  • Proactively identified potential obstacles within loan applications, taking corrective measures early on to minimize delays or complications during processing stages.
  • Stayed up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape.
  • Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimising client outcomes.
  • Researched and updated industry knowledge on changing legislation and regulations.

Business Development Manager

The Warranty Group
11.2006 - 12.2008
  • Built relationships with customers and community to establish long-term business growth.
  • Performed client research and identified opportunities for account growth, account penetration and market expansion.
  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
  • Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
  • Reached out to potential customers via telephone, email, and in-person inquiries.

Education

Diploma in Finance And Mortgage Broking Management - Accounting And Finance

Institute of Strategic Management
Sydney, NSW
06.2012

Skills

  • Regulatory Compliance

  • Oral and Written Comprehension

  • Client Confidentiality

  • Effective problem solving

  • Creative financing solutions

  • Analytical and Critical Thinking

  • Conducting financial assessments

  • Database Management

  • Refinancing options

Certification

Justice of the Peace - 2009

Diploma in Finance and Mortgage broking - 2012

Australian Credit Licence holder - 2016

Obtained Certificate 3 in Training and Assessment - 2008

Animal husbandry

Have grown up around animals my entire life including horses, dogs and cats.

I have helped (dogs) give birth and delivered over 300+ pups over 20+ years

We keep and maintain an apiary since 2021

Additional Information

Experienced at communication with people from all levels of social economic diversion.

Empathetic and considerate in all situations.

Recently published my first book (How my Husband and I Survived His Stroke - 2023)

Timeline

Mortgage Broker

Self-employeed
09.2009 - Current

Business Development Manager

The Warranty Group
11.2006 - 12.2008

Diploma in Finance And Mortgage Broking Management - Accounting And Finance

Institute of Strategic Management

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Wanda Rowan