Prajeet Shrestha
Lalitpur
Summary
With over 5 years of experience in the Australian mortgage industry, I have worked closely with multiple brokers to refine my skills and provide outstanding service tailored to their needs. Through personalized assistance and support, I have consistently delivered exceptional results. My extensive experience has given me a comprehensive understanding of the industry, enabling me to handle complex situations and achieve optimal outcomes easily.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Credit Analyst
Confidence Finance
08.2024 - Current
- Assessed overall client profile to advise on property portfolio growth and expansion
- Guided customers from initial application to final approval with minimal broker assistance
- Provided recommendations to over 50 clients since joining in August 2024.
- Assessment for personal finance, trust applications and SMSFs
- Ad hoc tasks related to credit and loan processing
Senior Credit Analyst – Mortgage Division
Home Loan Experts Nepal
07.2022 - 06.2024
- Assisted with high-net-worth clients and managed complex deals
- Conducted comprehensive assessments, from preliminary stages to formal approval
- Supported broker teams by addressing credit-related information requests
- Trained and guided new team members in credit analysis
- Engaged leads and transferred qualified prospects to brokers
Credit Analyst – Mortgage Division
Home Loan Experts Nepal
10.2020 - 07.2022
- Completed 159 assessments with 100% conversion
- Helped the broker cross $90 mil. settlement target for that financial year 22
- Advised clients on best lenders under Best Interest Duty framework
- Conducted in-depth assessments and serviceability tests for mortgage applications
- Coordinated with Australian lenders and Business Development Managers to resolve scenarios
- Converted leads into settlements and maintained broker pipelines
- Trained new team members in Broker Team
Team Leader - Loan Processing Specialist
Home Loan Experts Nepal
04.2020 - 09.2020
- Ensured smooth processing of loan files and maintained team efficiency
- Mentored and cross-trained team members to uphold task quality
- Reviewed lender-specific online applications for compliance and accuracy
- Conducted one-on-one counseling sessions to support team members
Loan Processing Specialist
Home Loan Experts Nepal
07.2019 - 04.2020
- Managed home loan applications from submission to settlement for Australian clients
- Liaised with brokers, clients, lenders, and other stakeholders
- Delivered exceptional customer service under high pressure and volume
Intern – Organizational Development Department
WorldLink Communications Pvt. Ltd.
12.2017 - 02.2018
- Conducted training needs assessments and prepared feedback reports
- Contributed to the development of an in-house online learning management system
- Organized weekly lectures and prepared materials for the CEO’s presentations
Executive Committee Member
Rose Foundation Nepal
02.2016 - 02.2017
- Managed events and human resources for cancer awareness seminars
- Organized weekly projects in collaboration with Kanti Childrens Hospital
Intern – Customer Service and Loan Departments
Global IME Bank Limited
08.2014 - 10.2014
- Prepared reports and documentation in compliance with KYC guidelines
- Provided exceptional customer service to branch clients
Education
Master of Business Administration - Finance, Human Resource Management, Organizational Development
South Asian Institute of Management
Kathmandu, Nepal12.2019
Bachelor of Business Administration -
South Asian Institute of Management
Kathmandu, Nepal12.2015
High School Diploma -
Kathmandu Bernhardt College
Kathmandu, Nepal01.2011
School Leaving Certificate -
Graded English Medium School (GEMS)
Lalitpur, Nepal06.2009
Skills
- Expertise in email writing and presentation with attention to detail
- Lender servicing for personal, trust or SMSF
Certification
- - Certificate IV in Finance and Mortgage Broking (January2022)
- - Sales Training (2020)
- - IELTS Band7 (March2018)
Timeline
Senior Credit Analyst
Confidence Finance
08.2024 - Current
Senior Credit Analyst – Mortgage Division
Home Loan Experts Nepal
07.2022 - 06.2024
Credit Analyst – Mortgage Division
Home Loan Experts Nepal
10.2020 - 07.2022
Team Leader - Loan Processing Specialist
Home Loan Experts Nepal
04.2020 - 09.2020
Loan Processing Specialist
Home Loan Experts Nepal
07.2019 - 04.2020
Intern – Organizational Development Department
WorldLink Communications Pvt. Ltd.
12.2017 - 02.2018
Executive Committee Member
Rose Foundation Nepal
02.2016 - 02.2017
Intern – Customer Service and Loan Departments
Global IME Bank Limited
08.2014 - 10.2014
- - Certificate IV in Finance and Mortgage Broking (January2022)
- - Sales Training (2020)
- - IELTS Band7 (March2018)
Master of Business Administration - Finance, Human Resource Management, Organizational Development
South Asian Institute of Management
Bachelor of Business Administration -
South Asian Institute of Management
High School Diploma -
Kathmandu Bernhardt College
School Leaving Certificate -
Graded English Medium School (GEMS)
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