Rachael Lim
Auckland
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
KiwiSaver Adviser
Generate Wealth
08.2018 - Current
- Assisted customers with completing application and other paperwork.
- Monitored pipelines to track sales
- Explained very technical financial information to applicants in easy to understand language.
- Assisted clients with improving financial health by discussing their first home and retirement goals.
- Researched and updated industry knowledge on changing legislation and regulations.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Self-motivated, with a strong sense of personal responsibility.
- Strengthened communication skills through regular interactions with others.
- Developed and maintained courteous and effective working relationships.
- Cultivated interpersonal skills by building positive relationships with others.
Mortgage Adviser
SMART Brokers
06.2018 - 08.2023
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Researched and updated industry knowledge on changing legislation and regulations.
Sales Consultant
Property Academy
03.2018 - 06.2018
- Responded to telephone and in-person requests for information.
- Evaluated customer purchase requirements and recommended best-fit company offerings.
- Maintained sense of urgency in answering customer questions and requests through email or voice message.
- Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
- Cold called and conducted face-to-face sales calls
Sales Consultant
MTF Finance
08.2014 - 03.2018
- Evaluated loan requests and documents to verify accuracy and completeness.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing
- Researched and updated industry knowledge on changing legislation and regulations.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to car dealers
Education
NZ Certificate In Financial Services Level 5 - Investment Strand
Strategi
03.2020
NZ Certificate In Financial Services Level 5 - Core Strand
Strategi
03.2020
NZ Residential Lending Certificate -
Professional IQ College
07.2018
Skills
- Excellent Communication
- Self-Motivated
- Attention to Detail
- MS Office
- Written Communication
- Multitasking Abilities
Timeline
KiwiSaver Adviser
Generate Wealth
08.2018 - Current
Mortgage Adviser
SMART Brokers
06.2018 - 08.2023
Sales Consultant
Property Academy
03.2018 - 06.2018
Sales Consultant
MTF Finance
08.2014 - 03.2018
NZ Certificate In Financial Services Level 5 - Investment Strand
Strategi
NZ Certificate In Financial Services Level 5 - Core Strand
Strategi
NZ Residential Lending Certificate -
Professional IQ College
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