Experienced professional with a background in finance, lending, and real estate sales, poised to transition into a new industry. Eager to leverage extensive skills in client relations, financial analysis, and market insights to contribute to a dynamic organization. Committed to continuous growth and adding significant value to a new business environment.
Overview
4
4
years of professional experience
Work History
Investment Property Sales
Wolfbrook Residential
Christchurch Central, Christchurch
09.2023 - Current
Conducted research into potential investments for clients looking to diversify their portfolios through property acquisitions or development projects.
Researched comparable property sales to determine appropriate pricing strategies for listings.
Created presentations that outlined key features of a property or investment opportunity.
Analyzed property values using appraisal reports and comparable sales data.
Advised property owners on strategies to maximize revenue from their investments.
Managed all paperwork associated with purchases or sales of property.
Managed a pipeline of over 2500 leads, With some cold calling included with the day to day of the role.
Developed skills in enhancing our CRM programme Hubspot then had various changes to streamline the process of sales implemented.
Credit Manager
NZ Fintech Limited
Christchurch Central, Christchurch
04.2020 - 09.2023
Provided guidance and support to other departments regarding the development of new credit policies and procedures.
Assessed customer creditworthiness based on financial reports, payment histories and other sources of information.
Analyzed financial data to determine the degree of risk involved in extending credit.
Evaluated customer applications for credit limits in accordance with established guidelines.
Identified possible issues with credit systems and monitoring by streamlining processes ahead of time.
Led, trained, and supervised credit department staff, promoting a culture of high performance and accountability.
Coordinated preparation of external audit materials and external financial reporting.
Education
High School Diploma -
Timaru Boys High
Timaru
12-2009
Skills
Sound skills in sales
Sales Quota Management
Sales professional
Regulatory Compliance
Customer relationship development
KPI Management
Mentoring and training
Customer Satisfaction
References
References available upon request.
Timeline
Investment Property Sales
Wolfbrook Residential
09.2023 - Current
Credit Manager
NZ Fintech Limited
04.2020 - 09.2023
High School Diploma -
Timaru Boys High
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