Q: You have a background in banking. Tell us how you became a broker and how your previous roles helped your transition?
A: Having been in banking since 2009 has provided me with a wide variety of experience and depth of understanding of banking, in business and residential home lending. This has given me the opportunity to work with clients from all walks of life, with various scenarios across multiple reputable lenders. This experience has been crucial for me as a broker, giving me confidence and an understanding of what is important to banks when assessing a client’s risk factor and customer priorities, whilst helping clients with all their finance needs both on a business and personal basis. I decided to join LendWealth to help customers unbiasedly and provide multiple solutions across all lenders.
Q: As a new broker at LendWealth, what are your career goals?
A: The opportunity to work at LendWealth with a group of similar like-minded people, where we have built an organisation that nurtures personal growth and amazing friendships. Not only has this been a professional experience and taught me different approaches to lending, but it has also created some great friendships along the way. LendWealth’s company goals are to disturb the broker industry through its service offerings to clients. We, the foundation members, will be branching out to seven new locations in five years. With access to an endless supply of qualified leads, the sky is the limit.
Q: What do you love most about your role as a broker?
A: As a broker there are instances when you can help good people out of bad situations due to the uncontrollable circumstances that life throws at us. Helping people provides me with a sense of satisfaction that my career and studies are being used to better people’s lives. I love being a part of large milestones for people, such as helping them buy their first home, or helping them overcome the stress of upgrading to the home of their dreams and seeing the result of how happy and grateful they are. The benefits of being able to build lifelong relationships and being invited over for a Saturday barbecue are priceless.
Q: What is the most challenging part of the job?
A: Some of the most challenging parts of the role are the same faced by many brokers – the ever-changing environment and the requirements the entire industry faces, such as increasing turnaround times. The constantly changing policies and staying up to date with the requirements to stay compliant with good record-keeping can be challenging, and understandably so as this is a high-pressure and stressful environment for brokers and bankers due to the amount of risk involved from the banks’ perspective. One of the most challenging parts of the job is providing prompt and accurate responses to clients whilst maintaining settlement deadlines.
