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About Deborah
I am the backbone of BBS with over 12 years
experience in both sales and administrative roles within the finance
industry.
Starting my finance career with the Commonwealth Bank of Australia
(CBA) working in numerous divisions gaining a vast range of skills
and knowledge.
I started my finance career with the Commonwealth Bank of Australia (CBA), gaining a vast range of skills and knowledge.
in the following departments:
• Stamp Duty - preparing mortgages for stamping, calculating and
endorsing the stamp duty payable to the Office of State Revenue
• Registration - preparing documents for registration and attending
the Land Titles Office (now known as Department of Lands) to complete
the
process.
• Discharge Settlements - preparing loan file for settlement, liaison
with solicitor and other lenders to book settlements, attending settlements
on behalf of the CBA.
• Contingent Liabilities – preparing Bank Guarantees
on behalf of the CBA.
• Conveyancing – preparing loan documents, including
Consumer Credit Code Loan Offer Schedules for both personal and business
lending
clients.
I then moved to the branch network of the CBA where I was a Home
Loan Officer completing home loan interviews, loan capability assessment,
loan approval, documentation explanation and signup.
A brokering company approached me while I was with the CBA to join
them as assistant to the Broker Operations Manager; the job which
I later took on. The Broker Operations Team were responsible for
looking
after the clients of 15 Mortgage Brokers and were required to liaise
with the lenders and solicitors on a daily basis, keeping the clients
informed along the way as to the progress of their loan.
Whilst with the brokering company I was approached by the aggregator
to work directly for them. I was depended on for all aspects of the
general administration of the company, with my primary focus being
support for the Mortgage Brokers and my own clients. With the aggregator
I assisted the Mortgage Brokers with product knowledge, loan scenarios,
accreditation and compliance requirements of the industry bodies
and government. I also assisted a number of the Mortgage Brokers
by processing
their client’s files from submission to settlement; which has
brought me to where I am today.
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