Sue French
Belmont,Auckland
Summary
Mortgage professional with deep expertise in mortgage industry, from both a lenders prospective and a broker/borrowers prospective. Known for delivering high-quality service and effective solutions. Proven ability to handle complex financial transactions and foster strong client relationships. Reliable team player focused on achieving results and adapting to evolving market conditions, with demonstrated skills in risk assessment and loan structuring.
Overview
12
12
years of professional experience
Work History
Mortgage Broker - Employee
Premier Home Loans
02.2016 - 04.2025
- Interviewed clients to ascertain their financial position, discussing eligibility, financial goals, together with an overview of the lending process, thereby setting realistic expectations
- If required, assisted clients in improving the presentation of their financial position, increasing their chances of loan approval in the future.
- Implemented efficient documentation practices, managing loan pipelines that expedited processing times while ensuring compliance with industry regulations.
- Wrote up and presented the loan application to the appropriate lender, calling upon existing relationships built up over time.
- Managed the lending process from pre approval to settlement, negotiating rates/terms with lenders.
- Ensured exceptional customer service by maintaining consistent communication throughout the entire loan application process.
Property Finance Analyst
DBR Property Financiers
07.2013 - 12.2015
- Evaluated loan applications from mortgage brokers and liaised with brokers regarding documentation, clients position and exit strategies.
- Wrote up credit application and presented to directors.
- Worked closely with valuers, vendors solicitors and company solicitors to ensure smooth transaction
- Inspected properties
- Prepared loans rollovers, loan extensions and discharges
- Attended road shows, promotional events to showcase companies lending products in the 2nd tier market
Education
NZ Certificate in Financial Services Level 5 - Residential Property Lending
NZQF
Auckland07-2021
Legal Executive Diploma
AIT
AucklandSkills
- Financial analysis
- Regulatory compliance
- Customer service
- Problem solving
- Effective communication
- Accurate documentation
- Loan applications
- Detail-oriented approach
- Borrower needs assessment
Timeline
Mortgage Broker - Employee
Premier Home Loans
02.2016 - 04.2025
Property Finance Analyst
DBR Property Financiers
07.2013 - 12.2015
NZ Certificate in Financial Services Level 5 - Residential Property Lending
NZQF
Legal Executive Diploma
AIT
Similar Profiles
Rena TurnerRena Turner
Senior Loan Processor at Premier Home LoansSenior Loan Processor at Premier Home Loans
Danielle BiermannDanielle Biermann
VA Eligibility and Entitlement Analyst at Newrez Home Loans (Formally Caliber Home Loans)VA Eligibility and Entitlement Analyst at Newrez Home Loans (Formally Caliber Home Loans)
RAMA KOTESWARARAO SRUNGAVARAPURAMA KOTESWARARAO SRUNGAVARAPU
Working as a DSA From 2012 to Update at DSA CHANNEL HOME LOANS & CAR LOANSWorking as a DSA From 2012 to Update at DSA CHANNEL HOME LOANS & CAR LOANS