About Jie Yan
Prior to joining Loan Market, I worked with the ASB for over 14 years in a senior position. I had more than 8 years as a Personal Account Manager where I managed high valued clients. These customers included many who had significant property portfolios. They had more complex needs which often required innovative solutions.
My extensive experience and broad lending knowledge mean that I am able to provide the many types of lending solutions required today. I keep my client’s interest first. I will work with you through the journey to help providing the path to achieve your financial plans and goals.
No matter whether you are first home buyer or property investor, building a house or purchasing a business, or just shopping for the best refinance package, with access to all major banks and many non-bank lenders, I can help you to find the best solution for your needs. I am also aware of the many ways your mortgage can be structured to achieve debt reduction and hence interest savings.
My service doesn't end once your loan settles. As part of my service, every year I would like to meet with my customers and complete a Financial Health Check. This will include looking at future needs as your financial position changes over time, any fixed interest rate renewal and ensuring your mortgage is structured correctly.
I am fluent in both English and Mandarin which helps, as speaking in your own language assists with you getting your dream home.
加入Loan Market之前，我在新西兰大型银行之一的ASB工作超过14年， 其中8年担任贵宾客户经理，帮助他们打理比较复杂的投资理财和贷款业务。
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