Ashish Sharma
St Marys
Summary
Accomplished Mortgage Broker with a proven track record at Right Choice Finance, demonstrating exceptional negotiation and relationship management skills. Leveraged sales expertise to meet targets through strategic partnerships, enhancing customer satisfaction and financial outcomes. Skilled in problem-solving and customer support, adept at securing optimal mortgage solutions for clients.
Hardworking and passionate job seeker with strong organizational skills and ready to help team achieve company goals.
Overview
17
17
years of professional experience
Work History
Mortgage Broker
Right Choice Finance (Director)
07.2022 - Current
- Identify first home buyers by building referral relationship with real estate agents, accountants and promote business via social media advertisement.
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Developed and maintained relationships with customers, lenders and other third parties.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Assessed clients' financial data to determine loan suitability.
- Exceeded sales targets by cultivating strong relationships with real estate professionals, generating a steady stream of referral business.
- Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Provided ongoing support for past clients to maintain strong relationships and encourage referrals for future business opportunities.
Mortgage Broker
Zanda Wealth
04.2021 - 06.2022
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favourable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Assessed clients' financial data to determine loan suitability.
- Exceeded sales targets by cultivating strong relationships with real estate professionals, generating a steady stream of referral business.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
Personal Banker
Westpac Bank
01.2008 - 03.2020
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Verified customer identity and reviewed documentation for accuracy.
- Increased client satisfaction by providing car insurance recommendations and comprehensive policy explanations.
Education
Diploma in Finance And Mortgage Broking -
KAPLAN
06-2020
Bachelor of Arts -
Punjab University
03-2000
Skills
- Strong negotiation skills
- Customer service and support
- Problem-solving abilities
- Sales expertise
- Relationship building and management
Languages
Hindi
Native or Bilingual
Punjabi
Full Professional
English
Full Professional
Timeline
Mortgage Broker
Right Choice Finance (Director)
07.2022 - Current
Mortgage Broker
Zanda Wealth
04.2021 - 06.2022
Personal Banker
Westpac Bank
01.2008 - 03.2020
Diploma in Finance And Mortgage Broking -
KAPLAN
Bachelor of Arts -
Punjab University
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