- Manage investment portfolios for over 50 clients, from 5 properties up to more than 25 properties.
- Problem solving for complex scenarios, through commercial and non-conforming lenders to attain a positive outcome.
- Initial Strategy discussion and support in property portfolios.
- Ongoing strategic meetings and managing relationships with clients.
- Risk, credit and exposure analysis for first home buyers and investor clients.
- Affordability Model: Created an automated system in Excel that provides a 20-page report, outlining different scenarios based on client goals, stress testing true affordability vs serviceability.
- Act as liaison between the company and Real Estate Agent partners, managing leads and clients.