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
I was a bank branch manager for 10 years and have spent the last year and a half in business development roles.
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.
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.
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.
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.
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.
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.
Grilled medium rare, served with five types of mustard, crunchy fries and (maybe) a bourbon.
Their ability to work with clients with such high customer service level and fast processing speed is incredible.
I have been working with my BDM, Mikai Ning, for two years. Since meeting her, she has continued to impress me with her professionalism, her efficiency, and her patience to listen and explaining all information. Even during pregnancy period, she even said to me personally that if there is anything I require, that Mikai is still contactable and will get back to me as soon as she can. Her attitude is always super nice and is highly passionate about what she does. I have been in this field for so many years and she is the best BDM I have worked with.
Great review for Mikai Ning. Not only is she highly passionate, but she is also very hard working and highly detail oriented in her work. No matter what time of the day, or day of week, she will always get back to us. We highly appreciate Mikai and Brighten for their hard work and ongoing support.
Brighten’s BDM, Liwen, has left a very impressive impression. Whether it is policy or product, she can solve and fix any problem, big or small, she is always reaching out and supporting us. From the beginning, It has been great to work with Brighten’s vastly experience team and great products. I always recommend Brighten to all my clients.
Mikai is a very passionate and proactive person. Our work with Mikai has is nothing but positive outcomes and we look forward to continuing working Brighten and Mikai.
My BDM Leo Liu has been a great help in assisting me setting up the referral program and educating in terms of products and knowledge. I look forward to the greater relationship with Brighten Home Loan and Leo Liu.
Mikai is our BDM and she is a very detail oriented with great work ethic and speed. If there is a policy update, she will always try and get in touch with us as soon as possible to ensure that we received and understand the relevant changes so that we can better accommodate our clients. Thank you for your ongoing support to us brokers.
It has been very convenient with the interest rates being lower also. Brighten home loan was able to solve so many problems for overseas clients. Big thanks to BDM Mikai for all her support.
I need to thank my BDM Liwen Liu. She has been very responsible since the beginning. She is always patient with my home loan scenario enquires. She always tries to do best for the clients. Liwen is very professional, always gives good advice to brokers. She is an excellent BDM. Thank you.