Work History

• 8/2016 - 6/2020

  SHL Finance

  PITARD KNOWLES RELATIONSHIP MANAGER BROKER: 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.

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• 8/2016 - 6/2020

  Credit Union Australia

  MEMBER RELATIONSHIP ADVISOR/CUSTOMER SERVICE: • 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.

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• 11/1998 - 3/2001

  Forklift

  RETAIL ASSISTANT/DELIVERY DRIVER: • 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

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