Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Jun Dong LIM

Summary

My dedication to learning and compliance has propelled me to excel in the fast-paced financial sector, significantly increasing positive client feedback and repeat business. Competitive, driven and tireless in pursuing new leads, closing sales and achieving targets. Significant experience in building sales structures from the ground up, planning events and maximizing success through effective coaching and resource allocation.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Mortgage Advisor

Redbrick Mortgage
12.2022 - Current
  • Provided exceptional customer service, leading to an increase in positive client testimonials and repeat business opportunities.
  • Ensured compliance with all regulatory requirements throughout each step of the mortgage application process, protecting both clients and the company from potential legal issues.
  • Maintained detailed records of all client interactions and loan applications, ensuring easy retrieval for future reference or audit purposes.
  • Conducted regular follow-ups with existing clients to ensure their continued satisfaction after closing on their mortgages and addressing any concerns that arose.
  • Negotiated favorable terms on behalf of clients with various lenders, securing optimal interest rates and loan conditions for their unique circumstances.

Loans Officer

United Overseas Bank
03.2021 - 12.2022
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
  • Examined customer loan applications for loan approvals and denials.

Loans Officer (Unsecured)

Citibank
12.2018 - 02.2020
  • Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
  • Mentored junior staff members, helping them develop their skills and advance in their careers.
  • Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
  • Enhanced communication between team members by organizing regular meetings and fostering open dialogue.

Education

Bachelor of Science - Banking And Finance

University of College Dublin
Singapore
10.2022

High School Diploma -

Kaplan Institute Private Limited
Singapore
12.2020

Skills

    Negotiation Skills - Being in sales allows me to be able to negotiate with clients, allowing the clients to get services/products from the organization

    Willing to learn - As a person who is always exploring different sectors, i am eager to learn extra knowledge out of my job scope, which allows me to get first-hand knowledge or more knowledge of the industry that i am in

    Team Player - i believe in team work in a sales role being a team player is vital to a team as a team should be able to improve together and learn right and wrong together

    Customer Service - Understanding customer needs and making sure the right product that is vital to fit the customer needs is important

    Active Listening and Learning - One of the most underrated sales skills that i believe would be active listening and process before answering I do possess this skill so that i ensure what my superiors and customers expect from me

Certification

7th Level HQ - Sales Negotiation

7th Level HQ - Human Behaviour

Timeline

Mortgage Advisor

Redbrick Mortgage
12.2022 - Current

Loans Officer

United Overseas Bank
03.2021 - 12.2022

Loans Officer (Unsecured)

Citibank
12.2018 - 02.2020

Bachelor of Science - Banking And Finance

University of College Dublin

High School Diploma -

Kaplan Institute Private Limited

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Jun Dong LIM