|
As a multi-award winning broker with more than 20 years of accumulated knowledge and lending experience, Rachael is passionate about providing every client with an exceptional level of service and a personalised lending strategy to help them fund their goals and dreams.
Having also worked as a lender inside major banks, she understands how they assess applications and how to present client application to a lender so it can get the all important approval. With an advice-centric approach, clients can expect Rachael to listen and understand their personal needs to help them borrow with confidence to achieve their financial objectives. Whether clients are looking to buy their first home, refinance, upgrade, renovate or invest, Rachael will work with clients to provide a tailored solution and project manage the application through to settlement to make the process as stress-free and easy as possible for them. rachael@getsmartfinancial.net.au | 0421 738 830 |
Rachael Bland |
|
AVE is a client liaison specialist and she has been with Get Smart Financial for over four years. Ave has been with Get Smart for the longest of all staff, and is able to put her hand to most any part of the assessment and the processing of applications from initial contact to settlement, not to mention supporting existing clients with renegotiating rates with their existing lender, to ensure that the lending is competitive for the longer term. She currently mainly focuses on the pre-assessment where she collects, save and sort documents, assess statements and analyze credit reports to verify no conduct issues or undisclosed debts, and provides information on Mortgage Protection Insurance for borrowers’ peace of mind. Ave specialises in self-employed and low doc policy, amongst having an excellent general knowledge on all things finance. She finds the role challenging yet interesting. ave@getsmartfinancial.net.au | 03 9069 2029 |
|
NIEL is a client liaison specialist and has been part of the team for three years. Niel assists Rachael in the recommendation process, making sure clients' objectives are met, recommendation provided meets bank policies, assessments, calculating and analyzing financial viability, loan compliance preparation, loan submission, post loan submission, settlement conditions, ensures settlement is in order, and post-settlement management. Niel is an all-round team member, and able to put his hand to most anything, however specialises in all things relating to First Home Buyers, and the First Home Buyers Deposit Scheme as well as the New Home Guarantee, and each of the bank's policies and processes regarding the same. Niel is looking to be more engaged in the approval to settlement process in moving forward. niel@getsmartfinancial.net.au | 03 8318 4963 |
|
MARY GRACE has been working with Get Smart as a client liaison specialist for two years.
Mary Grace’s responsibilities include the gathering of client information, analysing & interpreting client documents, conducting policy research and scenarios, completing servicing calculators, ordering valuations, assisting Rachael in compliance preparation & loan submission and managing post submission & post-settlement inquiries. Mary Grace has a high level of attention to detail, and is an excellent operator with all things finance and assessment. grace@getsmartfinancial.net.au | 03 8318 4962 |
|
RYL is a client liaison specialist and has been part of the team for one year.
Ryl’s responsibilities include the gathering of client information, analysing & interpreting client documents, conducting policy research and scenarios, completing servicing calculators, ordering valuations, assisting Rachael in compliance preparation & loan submission and managing post submission & post-settlement inquiries. Ryl questions process, and is always looking for ways to improve efficiency and process, to enhance the client experience, and specialises in personal loans and equipment finance given her background in the same. ryl@getsmartfinancial.net.au | 03 8318 4982 EIBE is a client liaison specialist and has been part of the team for one year.
Eibe’s responsibilities include the gathering of client information, analysing & interpreting client documents, conducting policy research and scenarios, ordering valuations, scheduling meetings, handles the business’ social media channels, digital marketing, and client engagement, and runs Rachael's calendar for her by organising appointments, and ensuring business operations remain compliant and reports to Rachael for the same. Eibe is always looking for ways that we can improve operations and performance as a team. eibe@getsmartfinancial.net.au | 03 8202 4226 |
