Pramit Shrestha
Onehunga,New Zealand
Summary
Highly motivated and detail-oriented Mortgage Advisor with a proven ability to assess client needs, offer personalized financial solutions, and facilitate smooth property transactions. Extensive experience in financial analysis, compliance with regulatory frameworks, and client relationship management. Adept at negotiating favourable terms and delivering exceptional service to achieve customer satisfaction and loyalty.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Mortgage Broker/Financial Advisor
Kingbird Mortgage
Takapuna, New Zealand
06.2024 - Current
- Provided tailored mortgage and financial advice, aligning solutions with clients' long-term goals
- Conducted in-depth financial assessments to determine loan eligibility and recommend optimal mortgage products
- Collaborated with clients to prepare and submit loan applications in compliance with regulations
- Negotiated with lenders to secure competitive rates and terms, optimizing client benefits
- Delivered ongoing support through financial reviews, refinancing, debt consolidation, and equity release strategies
- Educated clients about property purchasing and loan processes, fostering informed decision-making
- Maintained accurate client records, ensuring compliance and efficient documentation
Duty Manager
Nando's New Zealand
Auckland, New Zealand
04.2019 - 01.2024
- Managed daily operations, optimizing productivity and efficiency across teams
- Oversaw revenue, cash flow, and budgeting processes, ensuring financial stability
- Conducted employee training and performance management to maintain service quality
- Handled customer concerns and resolved issues to uphold satisfaction
- Enforced company policies and maintained a secure, compliant workplace
Education
New Zealand Certificate in Financial Services (Mortgage) Level 5 - Mortgage
Strategic Institute
Auckland, New ZealandNew Zealand Diploma in Hospitality Management Level 5 & 6 - Hospitality Management
Aspire2 International
AucklandIntermediate Commerce - Hotel Management
Global College of Management
Kathmandu, NepalSkills
- Client relationship management
- Regulatory compliance
- Financial analyst and reporting
- Negotiation and communication
- Mortgage and financial advisory
- Time management and multitasking
- Creative financing solutions
- Leadership and team collaboration
- Customer service excellence
- Collaborative teamwork
- Tailored Mortgage Solutions
Certification
- First Aid Certification, 03/01/21, Red Cross
- NZCFS Lending strand Level 5, 06/01/23, 05/01/24, Stragetic
References
Toni, Kingbird Mortgage advisor, toni@kingbird.co.nz, 0211312256
Languages
English
Professional
Hindi
Professional
Nepali
Professional
Timeline
Mortgage Broker/Financial Advisor
Kingbird Mortgage
06.2024 - Current
Duty Manager
Nando's New Zealand
04.2019 - 01.2024
New Zealand Certificate in Financial Services (Mortgage) Level 5 - Mortgage
Strategic Institute
New Zealand Diploma in Hospitality Management Level 5 & 6 - Hospitality Management
Aspire2 International
Intermediate Commerce - Hotel Management
Global College of Management
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