19 Mar

Isabella Monteleone

Isabella Monteleone
Customer Service Manager

M: 0400 304 408
E: This email address is being protected from spambots. You need JavaScript enabled to view it.

Isabella has worked with Rise High Financial Solutions since 2013 as a dedicated customer relationship manager assisting Thuy Nguyen’s clients. With over 25 years of customer service experience, Isabella believes in good old fashion customer service and loves helping clients in every way possible. Isabella has a Certificate IV in Financial Services (Finance/Mortgage Brokering). In her spare time, Isabella loves spending time with her family, and especially loves making tomato sauce and wine with her father.

As a customer relations manager, Isabella will provide clients with the following services;

  • Ensure that we have all of the supporting information that we need to submit your loan application
  • Prepare and submit your loan application
  • Liaise with the lender and address any lender queries
  • Liaise with third parties (i.e. real estate agents, conveyancers, builders, accountants etc)
  • Ensure your loan application proceeds through to settlement in a timely manner
  • Keep YOU updated throughout the process
  • Ensure your accounts and loan repayments are setup correctly and email you within 2 weeks of settlement to confirm the details.
  • Provide on-going client service and support.

Qualifications:

  • Certificate IV in Financial Services (Finance/Mortgage Brokering)
    Intellitrain Pty Ltd
  • Diploma in Retail Managment
    Australian Retail Institute
  • Associated Diploma in Architectural drafting
    Douglas Mawson Institute of TAFE

Marissa
Schulze

marissa-schulze

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JAMES
SCHULZE

james-schulze

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THUY
NGUYEN

thuy-nguyen

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Katie
Costa

katie-costa

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Nani
Johnston

nani-johnston

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KRISTIN
TUNBRIDGE

kristin-tunbridge

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RICHARD
O'GRADY

richard-ogrady

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