
David Cook
Sales Consultant

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About me
Finance Broker | Lending Specialist
Education

AAMC Training Group
-Diploma of Finance & Mortgage Broking Management Finance and Financial Management Services
Experience

Bankwest
Jan 2014 - Dec 2014Sales Consultant• Strictly adhered to required procedures to ensure responsible lending.• Investigated and analysed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.• Explained to clients the different types of loans, credit options that are available, as well as the terms of service and processing time.• Performed exemplary customer service in answering enquiries and resolving issues.• Displayed extensive knowledge of products, legislation and statutory requirements.• Ensured compliance to Anti Money Laundering (AML), Counter Terrorism Act and National Consumer Credit Protection Act. • Represented the bank in a positive and appropriate manner with every customer interaction. Show less

Finance Detective
Jun 2015 - Feb 2016Mortgage Broker• Completed and confirmed appointments for mortgage brokers through cold calls and probing techniques.• Generate interest from customers through rapport building and call management styles.• Asked appropriate questions to determine customer needs.• Initiated conversations naturally and efficiently using approved scripts.• Explained legal terms to clients for full disclosures.• Maintained and updated extensive client database and documentation.• Reviewed and understood common knowledge broker duties and responsibilities.• Assigned to book 3 appointments on a daily basis. Show less

Healthengine
Feb 2016 - Jul 2018Outbound Sales Consultant• Conduct cold calling sales technique and offering customers various health related services.• Establish rapport with potential customers, identify sales opportunities and convert them into actual sale.• Probe client needs through organic conversation and active listening.• Process customer orders in an accurate and courteous manner.• Answer enquiries of customers regarding product information and use.• Assigned to achieve sales target of 10 products daily.• Provide a positive image of the company when interacting with customers. Show less

Stratton Finance
Oct 2018 - nowFinance Broker
Licenses & Certifications

Diploma in Finance & Mortgage Broking Mangement
AAMC Training Group
Volunteer Experience
Crisis Support
Issued by Samaritans
Associated with David Cook
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