Sarah D.

Sarah P. is an accomplished Customer and Broker Support Specialist with over 13 years of experience in client service roles across the Australian mortgage, finance, banking, and risk operations sectors. She has supported CEOs and financial brokers at organizations such as Shadow Office Solutions (serving Finsure and AXIS Wealth), Image Financial Group Pty Ltd, and Loan Market. Sarah has successfully managed the end-to-end Australian mortgage application lifecycle, including data input, compliance checks, and settlement tracking, handling diverse loan types such as SMSF, NDIS, trust, refinance, and construction. With a background in fraud analysis for high-end merchants and experience at leading companies like Wells Fargo and Citi, she ensures accurate documentation, risk mitigation, and dependable client support through her strong analytical, communication, and client engagement abilities.