My background includes 5 years with Westpac Bank where I held roles including Personal Banker and Business Service Representative- handling personal and small to medium sized business clients. I have had over 10 years experience in Finance Broking and highly value continued professional development, holding a Diploma of Financial Services.
My role as a Finance Manager is to prequalify a client, assist them in selecting a financial product that suits their needs and objectives, liaise with lenders and other professionals such as solicitors and agents as well as maintaining contact with the client to ensure a smooth and hassle free process. After settlement, I like to check in on my clients to ensure everything is running as it should, and to provide updates on current offerings from lenders.
Shannon was amazing, friendly and quick to organise my loans. I really appreciated her effortless customer service, and kept me up to date. I didn't have to chase her to find out what was happening, as it was done so quickly and she told me what was going to happen. I'd recommend Shannon to all my family, friends, colleagues, or anyone that needed financing.
