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BDM in the Spotlight: Leo Liu

Publication Date: Monday, 03 August 2020
This article originally appeared in Mortgage Professional Australia

BDM in the spotlight asks a different BDM the same questions – giving you regular insights into the lives of some of the top BDMs in the country.

Name: Leo Liu
Years in the industry: Almost 16 years in the banking and finance industry
Company: Brighten Home Loans
Location: Melbourne

What you did before entering the industry?

I was a bank branch manager for 10 years and have spent the last year and a half in business development roles.

How often do you see brokers in a week?

Given the circumstances of the lockdown I haven’t been able to meet brokers face-to-face lately, but I speak with brokers over the phone and on Zoom on a daily basis. I also use a range of social media platforms to get in touch with brokers.

What do brokers want most from you?

I think brokers want me to understand the needs of their business and their customers. They appreciate BDMs working with them to find the best solutions, and being both responsive and proactive in updating them with new products and policies. Providing training sessions and scenario workshops is also critical.

What is your favourite part of the job?

Meeting different people, learning about their journey and gaining insights to how they’ve built their business. I also enjoy forming partnerships and sometimes becoming lifelong friends.

What distinguishes the best brokers you deal with?

Someone who puts their customers’ best interests first by doing what’s right for them. These are brokers with a long-term business perspective and generally they are much more successful in their careers.

Describe your ideal weekend

Catching up with friends and playing some basketball, followed by dinner and drinks, and maybe some karaoke. Sundays are best spent over a barbecue with family.

What’s the strangest lending scenario you’ve ever encountered?

Probably doing the lending application for the new head of risk for the company I was working for. It would have been quite funny if the loan had been declined.

How do you like your steak done?

Grilled medium rare, served with five types of mustard, crunchy fries and (maybe) a bourbon.

客户和合作伙伴对我们的评价

给客户解释清晰、办理速度快、服务态度亲和

Jun,

我的BDM Mikai Ning从我第一次认识她到现在有两年多的时间,非常的专业、超高效,很耐心的聆听和讲解我的每一个问题,即便是在她怀孕期间也专门嘱咐我“不要紧,有问题尽管问,看到一定及时回复”。态度永远超级nice!和她沟通总是让人感到轻松和愉快!我做贷款这么多年,Mikai是我最喜欢的BDM没有之一!我要给她120分的好评

Lulu, 铂腾注册贷款经理人

对Mikai Ning超级好评,她不仅业务娴熟,而且对工作认真负责及时答复无无论是任何时间都会及时回复。节假日有问题咨询也能做到及时回复。对broker超级有耐心和负责,我们非常喜欢和支持Mikai Ning和Brighten!

Fan, 铂腾注册贷款经理人

Brighten的BDM Liwen给我留下了深刻的印象,无论是policy和product方面的扎实度,还是在贷款环节中的任何一个小问题,Liwen总是在第一时间及时给出帮助。Brighten一直给我很好的体验,好的利息和好的BDM和好的credit team,让我总是在第一时间把Brighten产品作为推介给客户的首选

Jinkai, 铂腾注册贷款经理人

Mikai 是一个积极主动,工作能力强,并且拥有良好的交际技能的人。我们和Mikai的合作十分的顺利,希望能和Brighten保持这样良好的合作关系。

Alan, 铂腾注册贷款经理人

我的BDM Leo Liu 在产品方面的介绍为我提供了很大的帮助。 我期待与Brighten和Leo Liu建立更好的合作关系。

Anthony, 铂腾注册贷款经理人

Mikai 是我们的BDM 她很负责任. 能及时的回复我们的问题 如果有policy的update 她也是尽可能的除了email 之外 电话或者message给我们. 确认我们能收到 了解这些变化. 以确认我们能更好的为客人服务. 非常感谢长期以来对我们broker的支持。

Terry, 铂腾注册贷款经理人

非常便捷,利率也比较亲民,铂腾房贷解决了海外客户贷款难题;感谢BDM Mikai 的大力支持。

Yuhui, 铂腾注册贷款经理人

我要表扬并且感谢BDM-刘丽雯Liwen。她一直以来很负责,对每一个我的递交的申请都很负责,并很耐心的帮助每一个客人提出的麻烦的要求。最后都有效的解决了,并且让客人也很满意。她也非常专业,经常能给出有效可靠的建议帮助我们broker。是个很好的BDM。谢谢。

Jakie, 铂腾注册贷款经理人

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