DOREEN TEO YING YING
Summary
Highly organized senior mortgage professional close to 4 years in delivering one-stop home loan advisory services. Skilled in customer acquisition and customer relationship management emphasizing on service. Proactive in building working relationship with internal and external stakeholders. Achieved proven sales track records as Top mortgage specialist, constantly delivering results at 150%. Able to connect with people, hands-on and express interest in mentoring.
Overview
9
9
years of professional experience
Work History
Senior Mortgage Specialist
OCBC
Singapore
11.2020 - Current
- Highly motivated mortgage specialist providing residential home loan advisory and solutions to meet the property financing needs of customers
- Specialize in profiling customers’ needs for residential home loans and providing loan advisory and solutions to meet the property financing needs of customers
- Exceeded sales target and maintained average 150% quarterly
- Proactively expanding network and manage long-term relationship with internal and external stakeholder example property agents, lawyer and valuers
- Build referral base progressively by visiting agencies once a month
- Achieved STAR Excellent Service Award (EXSA) for year 2023, 2022
- Superior verbal communication and negotiation skills
- Mentored a team of 6 new hires on on-boarding home loan training programs and guidance on presentation skills to prepare for simulation tests to achieve necessary knowledge required
- Qualified for incentive trip in year 2023
- Proactive in building working relationships with internal and external stakeholders
- Proactive managing long-term customer relationships and emphasise on post-sale service
- Work independently to constantly engage with important stakeholder like property agent
- Established regular network with property agents to maintain good relationships and established regular referral.
Wealth Planning Manager
DBS Bank Ltd
Singapore
12.2018 - 09.2020
- Possess sound financial knowledge by providing comprehensive suite of financial solutions to clients such as banc assurance products, investments and mortgage loans
- Enhanced bank’s existing portfolio and clients’ current assets by proactively establishing and improving relationship with clients
- Handled customer account servicing, including customer concerns and complaint resolution.
Financial Protection Specialist
Oversea-Chinese Banking Corporation (OCBC)
Singapore
06.2015 - 10.2018
- Delivered customized financial services to clients and specialized in providing banc-assurance products (eg health, life and mortgage insurances), and engaged clients in legacy planning and solutions
- Provided personal financial care to clients to strengthen client relationship
- Promoted to Assistant Manager 7.
Education
Bachelor of Business: Finance and Accounting -
Queensland University of Technology
12.2014
Student exchange program -
University of Mannheim
07.2014
Student exchange program -
Pukyong National University
07.2013
South Australian Matriculation -
INTI International University
11.2011
Skills
- Client acquisition
- Customer service management
- Time management
- Negotiation & Communication skill
- Training & Coaching
- Sales planning
- Customer retention
Activities
- Competitive swimming
- Malaysian Games, Sukan Malaysia
- Mini Olympics, Malaysia
- Age group national competition (MSSM)
Personal Information
Nationality: Malaysian, Singapore PR
Awards
- Top Senior Mortgage Specialist 2022
- Top Mortgage Specialist 2022
- Top Rookie 2021
- CBG Brilliant Star Awards – Top achiever bronze award, Q1 2020
- 3rd position Mortgage loan, Aug 2019
References
- Jenny Chee, OCBC Mortgage Team Lead, +65 9339 7007
- Jeric Leong, OCBC Mortgage Team Lead, +65 9760 5041
Timeline
Senior Mortgage Specialist
OCBC
11.2020 - Current
Wealth Planning Manager
DBS Bank Ltd
12.2018 - 09.2020
Financial Protection Specialist
Oversea-Chinese Banking Corporation (OCBC)
06.2015 - 10.2018
Bachelor of Business: Finance and Accounting -
Queensland University of Technology
Student exchange program -
University of Mannheim
Student exchange program -
Pukyong National University
South Australian Matriculation -
INTI International University