Digin Johnson
Burnside,Dunedin
Summary
Dynamic Financial Advisor with a proven track record at Smartlife Financial Solutions, excelling in financial analysis and customer relationship management. Adept at ensuring documentation accuracy and regulatory compliance, I effectively assess mortgage eligibility, driving timely loan processing and enhancing client satisfaction. Committed to delivering results through meticulous attention to detail and strong communication skills.
Overview
19
19
years of professional experience
Work History
Financial Advisor
Smartlife Financial Solutions
04.2024 - Current
Compiled comprehensive reports detailing customer requirements and recommendations.
- Verified accuracy of documentation before submission to underwriting department.
- Conducted regular follow-ups on loan applications to ensure timely processing.
- Prepared closing documents and monitored transaction progress throughout process.
- Assessed financial information, credit reports, and appraisals for mortgage eligibility.
- Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
- Evaluated complex financial information from multiple sources to make sound recommendations.
Recovery Assistant
ACC
08.2021 - 10.2021
Senior Officer
Unimoni Financial Services
09.2008 - 06.2019
Customer Service
CIAL
01.2006 - 01.2007
Education
Level 5 - Life, Health & Disability Insurance
Open Polytechnic
01.2024
Level 5 - Residential Property Lending
Open Polytechnic
01.2024
Master’s - Business Administration-Finance
MG University
01.2021
Graduation - Economics
MG University
01.2006
Skills
- Accuracy and due diligence
- Financial analysis and risk assessment
- Documentation verification
- Customer relationship management
Regulatory compliance
- Effective communication
- Time management
- Market analysis
Accomplishments
- Achieved the highest score in economics (zone-wise) during higher secondary education in 2003
- Supervised and provided training to branch staff to ensure operational efficiency and adherence to company standards
- Led the supervision and training of branch personnel, enhancing team performance and productivity
References
1. Subhash Reghunathan
Director - SmartLife Financial Solutions
Mount Roskill, Auckland 1041
M:0221256645
E: subhash@smartlifefs.co.nz
2.Ganga Rajeev
Division Head- Unimony Financial Services
Kerala, India
M:00919446237825
E:ganga@unimoniindia.com
Timeline
Financial Advisor
Smartlife Financial Solutions
04.2024 - Current
Recovery Assistant
ACC
08.2021 - 10.2021
Senior Officer
Unimoni Financial Services
09.2008 - 06.2019
Customer Service
CIAL
01.2006 - 01.2007
Level 5 - Life, Health & Disability Insurance
Open Polytechnic
Level 5 - Residential Property Lending
Open Polytechnic
Master’s - Business Administration-Finance
MG University
Graduation - Economics
MG University
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