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James Wu
Director | Mortgage Broker
James Wu is a Family man, Food lover, Watch enthusiast and your very own Mortgage Broker! With over 10 years of experience in the Finance industry I have had roles in Business Development, Credit Assessment, Banking and Post Settlements. Education is the foundation of the service I provide and with the right knowledge you will be able to make a more informed and confident decision in your financial goals.Thank you again for involving me in your home loan journey and I look forward to helping you achieve your goals!
Mortgage broker in Rhodes
Also servicing the North shore, Inner West and Greater Sydney.
As a people person and a family man, the best thing about working in finance broking is all the new and interesting people and families I meet and assist in securing a better future.
I want to provide for my family and see that all of my customers can do the same.
That passion, combined with the experience and knowledge I have gained throughout my finance career - including working as a business development manager for Loan Market Head Office - has provided unique insight into how successful businesses with good work practices delivers exceptional customer experience.
It all ties back to customer service and integrating the service offering to deliver the best customer experience through finance strategy, structure and streamlined implementation.
Born and raised on the north shore, I have long been servicing the suburbs in the lower north shore, inner west and the surrounding suburbs.
Part of that service includes a partnership with Ray White Rhodes as their in-house finance broker, working closely with their sales and leasing agents to deliver their clients with streamlined finance solutions.
It also includes working with finance partners to deliver the services that compliment my offering, including financial planning, accounting, real estate and property management. This ensures my clients build an integrated portfolio structure and optimal finance position.
And by facilitating a broad range of offerings including asset finance, commercial loans and business loans, I help deliver solutions across the finance spectrum.
Education key
With my background in Business Development for Loan Market head office, I understand the importance of Mortgage Brokers educating customers around this integrated approach.
It is not only about interest rates or who has the lowest fees. It is about educating customers around how finance and credit ratings work, to ensure they have the best possible outcomes, now and in the future.
As a seasoned property investor I began my journey at 22 years old and through implementing financial strategies alongside my knowledge around credit lending I now own several investment properties in Sydney. With this experience I provide a deeper understand of my customer’s journey and the solutions I am delivering them.
I am also university educated, hold a Diploma in Mortgage Broking and am a MFAA Accredited broker.
Digitally streamlined service offering
The Loan Market platform is designed to provide customers with a better experience and to deliver digitally streamlined finance solutions.
As a digital native, my embrace of this technology enables a smoother, simpler and faster loan approval process.
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