Nan Gu
Auckland,AUK
Summary
Successful professional customer communication skills have always broken sales records and generated new profit streams. Two years customer - focused mortgage lending support, assisting customer achieving lending plan by quality support, well working under pressure. Dedicated to balancing traditional methods with innovative advances for maximum customer and lender benefit. Management background as a strategic planner organized multitasker, and problem solver. Resourceful, hardworking, and passionately dedicated to effectively achieving tasks.
Overview
14
14
years of professional experience
Work History
LENDING SUPPORT
Polaris Mortgage Limited
Milford , Auckland
08.2022 - Current
- Liaise with the advisers, lenders, and clients during the application process, through written and verbal channels.
- Responsible support advisor assessing application and compliance requirements on all loans approved by lenders.
- Prepare lending notes, and system recording in an accurate and timely, ensuring application smooth.
- Attention to detail, complete & correct data entry into the system. Ensuring all supporting documentation and process checks are carried out to the highest standard.
- Provide consistent support to maintenance with clients.
BDM-（Financial Advisor Assistant) -Part Time
Wise Mortgage Ltd
Auckland, Auckland
09.2021 - 08.2022
- Answered clients' questions regarding details of lending plans and strategies and explained data in easy-to-understand terms.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Prepared relevant loan documents to assist Financial advisor to provide smooth application.
ASSISTANT STORE MANAGER
Irelax Newmarket
Auckland, Auckland
06.2021 - 08.2022
- Assisted in continuous development of effective store associates to achieve desired sales and results.
- Coached and developed store associates through formal and informal interactions.
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
- Checked monthly sales and performance reports to support operational planning and strategic decision-making.
ASIAN MARKET SPECIALIST
The Loop duty free Auckland Airport
Ari Auckland Ltd
02.2018 - 05.2021
- Driving sales—Provide professional customer service, delivery of the best shopping experience, win the hearts and minds of all of customers, maximize sales ensuring monthly targets are achieved.
- Consulted with long-term, new and prospective customers to understand their needs and propose ideal solutions.
- Followed up after sales to assess satisfaction and identify ongoing requirements.
- Built positive and Productive customer connections to drive consistent sales.
- Cash Handling – Full adherence to retail sales transaction and cash handling procedures.
SALES MANAGER
Hyphen kids Ltd
02.2015 - 08.2017
- Specialist child and mother care products, Manage our sales team, to ensure the success of the sales strategy.
- Both online & offline sales.
- To lead and manage the sales team covering budgets, targets and performance.
- Provide leadership through effective communication of vision, active coaching and development while comparing sales results to goals and taking appropriate action to correct when necessary.
MANAGER ASSISTANT & POST PRODUCTION MANAGER
Dreamlife Photographer studio
12.2009 - 09.2012
- Assisted manager in evaluating employee performance and cultivating improvement initiatives.
- Organized schedules, workflows and shift coverage to meet expected business demands.
- Delegated daily tasks to team members to optimize group productivity.
- Analyzed monthly sales and performance reports to support operational planning and strategic decision making.
Education
Bachelor Applied Business - Major in Finance
Whiteria community Polytechnic
2009
NZ Diploma - Business
Manukau Insitute of Technology
2006
NZ Certificate in Financial Services（ Level 5）
Strategi Institute
Skills
- Can learn new things quickly, self - motivation & can do atitude
- Sales and marketing strategies, set and maintain customer relationship skills
- Problem solving and conflict resolution skills
- Attention to detail, Numeracy skills and ability to work with a high degree of accuracy
- Computer competency
- Strong interpersonal skills & a resilient nature
Timeline
LENDING SUPPORT
Polaris Mortgage Limited
08.2022 - Current
BDM-（Financial Advisor Assistant) -Part Time
Wise Mortgage Ltd
09.2021 - 08.2022
ASSISTANT STORE MANAGER
Irelax Newmarket
06.2021 - 08.2022
ASIAN MARKET SPECIALIST
The Loop duty free Auckland Airport
02.2018 - 05.2021
SALES MANAGER
Hyphen kids Ltd
02.2015 - 08.2017
MANAGER ASSISTANT & POST PRODUCTION MANAGER
Dreamlife Photographer studio
12.2009 - 09.2012
Bachelor Applied Business - Major in Finance
Whiteria community Polytechnic
NZ Diploma - Business
Manukau Insitute of Technology
NZ Certificate in Financial Services（ Level 5）
Strategi Institute
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