Nathan

About me:

Candidate Info :
OH&S standards and other regulatory requirements
Conflict Resolution
Truck Operation
Heavy Equipment Operation
Multi drop deliveries
Mechanical Lifting
Continuous Improvement
Customer Centric Solutions
Compliance to Standards/Legislation
I would consider any work
I would like overtime
Travel to be under an hour to get to
No serious health or medical issues
open to pay rate
Standup paddle board, motorcycles, gym, exploring/hikes, movies & music
Diploma in Community Development
Certificate IV Mortgage Broking
Customer Service
Physically fit
Listening
People pleaser
Greatest Achievement is my kids

Experience :
Worked As MEMBER RELATIONSHIP ADVISOR/CUSTOMER SERVICE at Credit Union Australia from August 2016 to June 2020
• Performed frontline customer service on a daily basis in a professional and polite manner.
• Listened actively and utilised proactive communication to identify customer needs and refer customers to appropriate
banking services.
• Engaged with customers and provided them options and advise on products and services which may be suitable for them as
well as accurately answer all enquiries in a timely & professional manner.
• Provided assistance to members during the loan process, guiding them with the step by step process in order to facilitate
transactions.
• Oversaw a staff of up to 4 Customer Service, ensuring that all tasks were properly allocated and that activities were aligned
with the objectives of the organisation.
• Performed data entry of relevant information such as member details in an efficient and accurate fashion.
• Conducted loan interviews with clients in order to get ample information and to deliver efficient & effective lending advice & support.
• Reviewed all loan documentation prepared, issued, and executed to ensure that it is in accordance with Credit Union
Australia legal obligations.
• Facilitated the preparation of loan documents in an accurate and timely manner.
• Carefully reviewed and evaluated the viability and credit risk of business and consumer loan proposals and make necessary
recommendations using the assessment results.

Worked As PITARD KNOWLES RELATIONSHIP MANAGER BROKER at SHL Finance from August 2016 to June 2020
Oversaw establishment of the Pitard Knowles relationship for all Pitard Knowles entities, ensuring all communications are
clear across the organisation.
• Regularly monitored and updated Loan Dashboard as per policy to maintain transparency and for easy access for all
authorised users.
• Conducted filing and storing of all documentation in Google Drive as per policy, exercising strict security methods to keep all
files secured.
• Provided assistance with lodgement and settlement of all LAND loans for Pitard Knowles entities as requested by the Head
of CHL.
• Undertook processes to assist with the lodgement and settlement of all Retention loans for Pitard Knowles entities as
requested by the Head of CHL until such time as a Property Finance Expert is appointed.
• Maintained a steady support of Head of CHLs residential clients ensuring all needs are met.
• Observed strict compliance with all industry rules and NCCP regulations to maintain unhampered operations.
• Actively engaged with Lenders, solicitors, valuers, conveyancers and other industry professionals in carrying out of tasks.
• Proactively developed and established network and generate leads to cultivate a client base and build relationships in order
to increase profitability.
• Assessed clients overall financial picture, understand their needs and provide personalized lending options
• Performed Residential loan writing whenever time permits to provide the best value for money loan services for clients.
• Extended assistance to the Residential Client Services Manager’s duties when they are on leave or at capacity to ensure that
operations run smoothly.
• Undertook Professional Development such as seminars and trainings as required to maintain professional memberships.

Worked As RETAIL ASSISTANT/DELIVERY DRIVER at Forklift from November 1998 to March 2001
• Performed frontline customer service in a professional and polite manner daily.
• Listened actively and utilised proactive communication to identify customer needs and refer customers to appropriate foods.
• MR Driving – Weekly pickup from Footscray Market with loading and then unloading using Forklift.
• Multi drop delivers to commercial and residential clients.
• “Can Do” attitude
• Fruit and Vegetable preparation
• Strong work ethic
• Teamwork
• Lifting 20 kg’s