![]() They have been kind enough to recommend us to their friends and family. Over the years, we have formed lasting relationships with many of our clients. Our reputation and success is built upon those things, and, without them, we wouldn’t be in business. What started as a lifestyle choice has turned out to be fantastic career move.”īeatrice still plays a mum role, but it’s mainly as a supporter of her children’s interests, from calisthenics and dance to soccer. The Loan Arranger is all about providing excellent service and informed advice. Younger people come to me with little hope of buying a home, but in just about every case, there is a way. I’m really enjoying what I do – it is so satisfying being able to help people reach their goals. ![]() Now her children are older, nearly finished school and looking to their own futures, Beatrice is able to dedicate herself full time to the Loan Arranger. Think of a loan as a financial journey you’re embarking upon, one that may last 30 years. Well, there’s a bit more to it than that. It seems quite straight-forward to them sign up with the bank that has the lowest interest rate. For the next 12 years she managed both very well. People come to The Loan Arranger because they have a plan to borrow money. The Loan Arranger gave Beatrice the flexibility to be a mum and a broker. And the idea of being a broker also appealed – I could get back to face to face client relationships.” Steve was happy for me to come on board and work my own hours, which was great. I used the service of a recruitment agency, and, luckily for me, my agent knew Steve Marshall. Joint lead arrangers: Depending on the size of the loan, the process may also include lenders known as joint lead arrangers or JLAs. This lender will work on the deal structure and run the syndication process. “I’d just had my third child, so working full time wasn’t an option for me. Lead arranger: Your company will work closely with a lead arranger, which is sometimes referred to as the lead left throughout the process. Part of the restructuring process was the removal of job sharing, so Beatrice decided to resign. Beatrice was working in job share role at the time, being a mum as well as a banker. “My feet hardly touched the ground for a while there, but I enjoyed moving from place to place and branch to branch, taking on different roles.” She would spend the next fourteen years there, two of them in country South Australia, involved in Retail, Business and Agri-Business banking. You’re a part of people’s lives, working with them to fulfil their dreams and goals.After studying Economics at University, Beatrice began working at the National Australia Bank in 1989. But I never see it as a hassle – I remove the hassle and stress from lending. I like to think I over-service my clients finding solutions, running around for them, coming to see them after hours – all kinds of things. “For me, everything revolves around service. Steve was very happy to have Dianne on board, and gave her the freedom to excel at her craft. Now I wanted a professional change – one that was more service oriented, and allowed me to be me own person.”ĭianne approached Steve Marshall, because she liked him – he was honest and genuine, and had an excellent reputation as a broker. “By that stage, I was well and truly settled in Adelaide. ![]() She continued working for the CBA until 2007. In 2002, Dianne moved to Adelaide to be with her daughter and family. ![]() It was a pretty exciting time, and I learnt a lot about the intricacies of buying and investing.” “It was at the beginning of the mining-boom, so there were quite a few people looking to invest in property. From there she graduated to prestige banking, handling the lending requirements for VIP clients. Dianne began her banking career in 1988 as a part-time teller for the Commonwealth Bank in Perth. ![]()
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |