XIAOMEI WU
Burwood East,VIC
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. Knowledgeable and efficient professional with extensive experience in financial industry. Prepares detailed client financial information to meet strict government and state regulations. Possesses comprehensive knowledge of conventional and government loan programs to fulfill customer needs. Experienced loan expert adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
6
6
years of professional experience
Work History
Mortgage Broker
Award Mortgage Solutions
02.2020 - 12.2023
- Assessed clients' financial data to determine loan suitability.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
Marketing Coordinator
ARTCHAIN GLOBAL
06.2018 - 01.2020
- Planned and executed internal and external marketing events.
- Boosted brand awareness with target customer demographics with social, print, and email campaigns.
- Captured new customers by optimizing business strategies and launching products to diversify offerings.
- Composed daily posts for social media and helped build corporate presence on Twitter, Facebook, and Instagram.
- Established relationships with key stakeholders and media outlets to secure press coverage and increase rapport and trust.
Education
Diploma of Finance Mortgage Broking - Finance
RMIT University
Melbourne, VIC05.2023
Certificate IV in Finance And Mortgage Broking - Finance
Mentor Education
Online02.2022
Diploma of Interpreting(LOTE-English) - Interpreting
Albright Institute
Melbourne, VIC01.2020
Bachelor of Arts - English Language And Literature
Shanxi Medical University
Shanxi Province07.2017
Skills
- Client Engagement and Assistance
- Documentation and Reporting
- Processing Loan Applications
- Client Service
- Customer Service and Support
- Strategic marketing
- Client confidentiality
- Collaborative teamwork
Timeline
Mortgage Broker
Award Mortgage Solutions
02.2020 - 12.2023
Marketing Coordinator
ARTCHAIN GLOBAL
06.2018 - 01.2020
Diploma of Finance Mortgage Broking - Finance
RMIT University
Certificate IV in Finance And Mortgage Broking - Finance
Mentor Education
Diploma of Interpreting(LOTE-English) - Interpreting
Albright Institute
Bachelor of Arts - English Language And Literature
Shanxi Medical University
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