Dyllan Turnbull
Tauranga
Summary
Experienced lender with 9+ years experience in the industry with a proven track record in processing complex lending applications and fostering strong client relationships. Expert in financial data analysis and adept at problem-solving, consistently delivering tailored solutions. Skilled in networking and collaboration, enhancing referral sources to drive business growth and customer satisfaction.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Mobile Mortgage Manager
Westpac
02.2022 - 03.2025
- Processed/assessed lending applications for clients using various financial data analysis methods, ensuring responsible lending practices were followed consistently across all transactions.
- Developed and maintained a comprehensive knowledge of mortgage products, industry trends, and regulatory changes to provide expert guidance to both clients and colleagues.
- Established and maintained collaborative relationships with various professionals including solicitors and real estate agents to provide business referrals
Personal Manager
Westpac
06.2019 - 02.2022
- Strengthened long-term client relationships through regular communication, understanding their needs, and delivering tailored recommendations.
- Managed a diverse portfolio of high-value clients, ensuring retention and loyalty through excellent service delivery.
- Specialised in home lending applications including multiple entity lending and complex structures
Customer Banking Consultant
Westpac
02.2016 - 06.2019
- Facilitated successful loan applications by guiding clients through requirements and documentation processes, expediting approvals and ensuring customer satisfaction.
- Supported branch management in cultivating a positive work environment by actively participating in team-building activities, sharing expertise with colleagues, and championing a customer-first mentality.
- Educated customers on available products and services, enabling informed decision-making and heightened satisfaction levels.
- Exceeded personal sales targets consistently by utilizing effective communication skills and building rapport with clients.
Manager
McDonalds
02.2007 - 02.2016
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Education
High School Diploma -
Trident High School
Whakatane, NZ07.2010
Skills
- Establishing rapport and articulating effectively across varied clientele regardless of demographic
- Networking and building/maintaining referral sources and working collaboratively with other professions
- Problem solving and creating alternative solutions for complex lending enquiries
Certification
NZQA Level 5 Financial Services (Residential Property Lending)
Timeline
Mobile Mortgage Manager
Westpac
02.2022 - 03.2025
Personal Manager
Westpac
06.2019 - 02.2022
Customer Banking Consultant
Westpac
02.2016 - 06.2019
Manager
McDonalds
02.2007 - 02.2016
High School Diploma -
Trident High School
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