Bilingual Loan Specialist offering almost 1 year of expertise in loan application processing and payment negotiation. Excellent track record of explaining complex financial information in simplified terms to foster customer comprehension. Meticulous and personable with proficiency. Thorough banking professional knowledgeable about bank products, processes and regulations. Confident and organized in helping consumers navigate sometimes-complex systems to achieve financial goals and boost bank profitability. History completing impeccable work balancing institutional and consumer needs.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
Work history
Mortgage Broker
JC Mortgage
Dublin, Leinster
06.2022 - Current
Built outstanding relationships with clients through bespoke care
and advice, communicated clearly and effectively.
Provided additional advice and guidance on and related financial
products, including buildings cover and life insurance.
Maintained exceptional relationships with lenders and estate
agents, aiding smooth-running property purchase proceedings.
Adhered to all compliance guidelines for retail mortgage lending.
Explained all aspects of loan, including payment terms and
conditions, offering one-on-one appointments for clients with
complex loan needs to ensure comprehension.
Assessed clients' financial situations, preparing readiness for
mortgage application.
Evaluated bespoke client needs to effectively source products best
suited to current financial circumstances.
Costumer services
Dealz
Dublin, Leinster
03.2021 - 02.2022
Advised customers on availability, pricing and location of products. Set appointments with field teams to carry out service changes or deliver new products.
Completed transactions to replace or exchange defective items.
Resolved customer complaints following guidelines and referred complex inquiries to team leaders,
Performed accurate cash counts at store opening and closin.
Operated cash registers with proficiency during high-volume shopping times, reducing customer queues.
Education
Bachelor of Business Administration -
Independent College
02.2022 - 02.2025
Bachelor of Business Administration - Human Resources
Pitagoras
Betim Brazil
01.2016 - 01.2018
Skills
Financial management
Sales data analysis
Market expertise
Financial planning
Underwriting and closing procedures
Client relations
Business planning
Business operations
Languages
English
Fluent
Portuguese
Native
Timeline
Mortgage Broker
JC Mortgage
06.2022 - Current
Bachelor of Business Administration -
Independent College
02.2022 - 02.2025
Costumer services
Dealz
03.2021 - 02.2022
Bachelor of Business Administration - Human Resources