Rise High Financial Solutions

header logo of Rise High - Award-winning mortgage Brokerage Adelaide

(08) 7131 1149

Hi there,

I'm Isabella Monteleone

Customer Service Manager
0400 304 408
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I specialise in:

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With over 25 years of customer service experience, I believe in good old fashion customer service and love helping clients in every way possible.
I have worked with Rise High Financial Solutions since 2013 as a dedicated Customer Relationship Manager assisting Thuy Nguyen’s clients.

I have a Certificate IV in Financial Services (Finance/Mortgage Brokering).

As a Customer Relations Manager, I will provide clients with the following services;

- Ensure that we have all 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 ongoing client service and support

In my spare time, I love spending time with my family and especially love making tomato sauce and wine with my father.
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With over 25 years of customer service experience, I believe in good old fashion customer service and love helping clients in every way possible.
I have worked with Rise High Financial Solutions since 2013 as a dedicated Customer Relationship Manager assisting Thuy Nguyen’s clients.

I have a Certificate IV in Financial Services (Finance/Mortgage Brokering).

As a Customer Relations Manager, I will provide clients with the following services;

- Ensure that we have all 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 ongoing client service and support

In my spare time, I love spending time with my family and especially love making tomato sauce and wine with my father.
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Awards and Honours

2023

 

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Qualifications
  • Certificate IV in Financial Services (Finance/Mortgage Brokering) – Intellitrain Pty Ltd
  • Diploma in Retail Management – Australian Retail Institute
  • Associated Diploma in Architectural drafting – Douglas Mawson Institute of TAFE
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Fun facts about me
  • I love family time at dads with all the family for traditional Italian cuisines.
  • I’m a not-so-young groupie – Love going to concerts and getting as close as possible to the stage.
  • I love time lazing around the beach with a cocktail in hand and a book.
  • I’m a travel bug and love travelling to meet new people and try new delicacies.

Ready to find out more?

Our award-winning brokers are always here to support you in achieving your financial goals. With a fee-free service, complimentary loan reviews that save you money, and regular updates and communications, you can always be confident to have a lifelong financial partner that will keep your best interests at heart!

What are you waiting for?