Donna Neville
Tauranga,BOP
Summary
Accomplished Mobile Mortgage Manager with a proven track record at Kiwibank, with a strong focus on excellent customer service. Excelled in generating my own business leads, negotiating loan terms and pricing, and maintaining regulatory compliance. Demonstrated expertise in credit analysis and fostering customer loyalty, achieving significant growth and retention rates. Skilled in training and mentoring of colleagues, showcasing a blend of business outcome focus and interpersonal communication skills.
Overview
19
19
years of professional experience
Work History
Mobile Mortgage Manager
Kiwibank
01.2015 - Current
- Originating home loans for Kiwibank clients, ensuring their unique needs were met with personalised attention throughout the home loan journey.
- Generated my ow business leads through strategic networking events and repeat referral business.
- Collaborated effectively with internal teams such as credit risk, and EO.
- Stayed up-to-date on industry and market trends, and regulations to provide informed advice to clients at all times.
- Mentored colleagues sharing best practices for optimal growth and success.
- Achieved a strong track record of closing loans efficiently using strategic negotiation techniques and collaborating with all parties involved, overcoming any obstacles that may arise throughout the process.
Business Manager
Westpac
08.2007 - 12.2014
- Managed a portfolio of circa 100 SME customers, originating business Loan and Overdraft facilities, and Home Loans for business customers amongst other business banking products.
- Negotiated pricing and fees with customers while maintaining strong relationships.
- Developed strategic partnerships with key stakeholders, leading to significant growth opportunities for the portfolio.
Adviser
MAS
06.2005 - 08.2007
- Advised members on insurance, investment and lending products.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to members at all times.
- Fostered relationships with members to ensure consistent retention and loyalty.
- Utilized CRM tools to track client interactions efficiently while maintaining detailed records of their products, goals, preferences, and concerns.
- Developed strong relationships with members through excellent and timely customer service.
Education
Level 5 Diploma in Financial Services - Home Lending
Skills NZ
02-2022
Skills
- Mortgage management
- Loan origination
- Risk assessment
- Client relations
- Regulatory compliance
- Credit analysis
- Sales strategy
- Training development
- Negotiation skills
- Time management
- Customer retention
Timeline
Mobile Mortgage Manager
Kiwibank
01.2015 - Current
Business Manager
Westpac
08.2007 - 12.2014
Adviser
MAS
06.2005 - 08.2007
Level 5 Diploma in Financial Services - Home Lending
Skills NZ
Similar Profiles
Denique IgasiaDenique Igasia
Customer Lead at KiwibankCustomer Lead at Kiwibank
FEONA CHANDFEONA CHAND
Customer Service Leader at KiwibankCustomer Service Leader at Kiwibank
Sanika SainSanika Sain
Customer Experience Leader at KiwibankCustomer Experience Leader at Kiwibank