Vanessa Lim

• Exceeded personal annual KPI by 200% from 2022 to Present, winning Gold Qualifier Top Mortgage Specialist in Q4-2022, Platinum award on Q1-2023, and Platinum Elite award on Q3 & Q4 -2023.

• Managed direct leads from the bank, including online, call center, and branch referrals, and promoted client referral programs.

• Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
• Achieved high customer retention rate through exceptional relationship management and personalized service.
• Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
  • Conducted cold calls to existing clients to explore new mortgage opportunities.
  • Closed cases in a competitive environment by emphasizing product value and fostering client relationships.

• Received top rookie reward in 2022 with an A++ grading
• Work independently & take charge of my own time and go for sales visits and presentations to potential customer
• Collaborated with real estate agents, broker, lawfirm and internal staff to establish referral networks, fostering mutually beneficial partnerships.
• Educated first-time homebuyers about available financing options and guided them through each stage of the mortgage application process.
• Developed comprehensive marketing materials to attract new clients while maintaining a professional image consistent with the company brand.
• Managed a diverse portfolio of clients, effectively addressing their individual needs and concerns during the mortgage application process.
• Conducted thorough risk assessments on potential borrowers, safeguarding the company''s financial interests while providing appropriate financing options.

• Provided marketing solutions for various unsecured facilities, managed customer relationships, and handled administrative tasks to ensure smooth operations and customer satisfaction
• Managed customer relationships with follow-up procedures and ensured clarity when needed.
• Increased sales revenue by strategically identifying and pursuing new business opportunities.
• Collaborated with team members to achieve targets and positive outcomes for clients and the bank
• Exceeded annual sales targets consistently by cultivating a high-performance team culture focused on results.

• Directly marketed balance transfer and personal loans through telemarketing to potential leads.

• Collaborated with credit analysts to develop comprehensive borrower profiles, leading to better-informed lending decisions.

• Provided exceptional customer service, resolving complex issues and maintaining strong relationships with key clients.
  • Managed customer relationships with follow-up procedures and provided clarity when needed.
  • Handled basic administrative duties including data entry and document processing for clients.
  • Exceeded personal annual KPI by 300%.

• Conducted direct marketing of balance transfer and personal loan services through telemarketing to potential leads.
• Provided solutions to customer inquiries and determined client needs with regards to their banking requirements.
• Collaborated with team members to achieve targets and positive outcomes for clients and the bank.

• 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.
• Submitted loan applications to underwriter for verification and recommendations.

• Managed team behavior to exceed sales targets, leading to monthly branch success and surpassing company expectations.
• Implemented strategies to drive sales performance and motivate team members to achieve exceptional results.
• Achieved 300% of KPI, top performer in the company.

• Led employee relations through effective communication, coaching, training, and development.

• Boosted employee satisfaction through regular performance reviews, constructive feedback, and personal development plans.
• Enhanced team productivity by implementing efficient task delegation and time management strategies.