Haseeb Butt
Sydney
Summary
Organised and dependable professional with extensive experience in credit analysis and case management. Skilled in assessing creditworthiness, managing risk, and ensuring compliance with industry standards. Proven ability to manage diverse portfolios, including workers compensation claims for police NSW and home loan applications up to $3 million. Adept at collaborating with multidisciplinary teams to develop individualised management plans and facilitate the return-towork process. Committed to continuous learning and contributing to business success by applying a strategic approach to problem-solving and stakeholder management.
Overview
5
5
years of professional experience
Work History
Case Manager
EML
04.2024 - Current
- Manage a diverse portfolio of 50 workers' compensation claims for Police NSW, including both physical and psychological cases.
- Liaise effectively with internal and external stakeholders, including legal teams, psychiatrists, general practitioners (GPs), psychologists, and exercise physiologists (EPs), to ensure comprehensive case management.
- Conduct thorough assessments and develop individualized management plans tailored to the specific needs of each claimant.
- Coordinate and facilitate the return-to-work process, balancing medical advice with organizational needs and claimant capabilities.
- Monitor and evaluate ongoing claims, ensuring compliance with relevant legislation and company policies.
- Provide expert guidance and support to claimants, helping them navigate complex legal and medical processes.
- Prepare detailed reports and documentation, maintaining accurate records for legal and administrative purposes.
- Collaborate with multidisciplinary teams to optimize outcomes for claimants, fostering a supportive and empathetic approach to case management.
Mortgage Credit Analyst
Genpact
09.2022 - 04.2024
- Currently hold a portfolio of home loan applications from National Australia Bank (NAB) with each HL application up to $3m each.
- Currently worked on various applications such as investment/owner occupied purchase, refinance, AIP, and construction loans.
- Analyse and evaluate HL applications to determine creditworthiness of potential borrowers through 'ApplyOnline' or 'Work Flow Manager' system
- Accredited non-monetary DCA holder
- Assessed loan risk by analysing borrowers credit histories, debt-to-income ratios, and loan-to-value ratios to determine loan approval and terms.
- Verified and review financial and credit information to ensure accuracy and compliance with underwriting standards.
- Stay updated on changes in industry laws, regulations, and standards to ensure compliance (E.g. interest rates)
Credit Analyst
Zip Co
12.2021 - 09.2022
- Achieved a DLA of $60k within 6 months of assessing applications and credit limit increases.
- Contacted customers and requested financial documentation. Obtained and reviewed credit reports, credit references, credit insurance and bank statements to establish credit limits for new accounts.
- Monitored appropriateness of credit limits on customers, making changes to realign operations with policies and targets.
- Contacted clients about verifying account information and updated services, answered questions, and resolved concerns to uphold exceptional customer service standards and promote brand loyalty Investigated and evaluated customers for creditworthiness and potential risk factors
- Maintained full knowledge of current regulatory environment and made proactive adjustments to meet changing requirements.
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
Asset Finance Specialist
Valiant Finance
05.2021 - 12.2021
- Building relationships with clients, assisting them by acquiring assets they need for their business using 80 different lenders on our panel.
- Preparing tailored quotation for business directors, sole traders, partnership based on their business profile, finding the best possible solution for finance
- Consistently meeting weekly/monthly target. Achieving high range of 9 application a week
- Maintaining an approval rate of 80% for all applications approvals
- Consistently achieving monthly target of 23k in revenue and helping 100s of businesses achieve their desired asset
- Have immense experience in credit write ups for No doc, mid doc and full doc applications
- Have experience in reading and analysing financial statements, bank statements, balance sheets, BAS, and tax returns to determine client serviceability.
- Having positive relationships with credit analyst, business development managers and assisted clients in full process of a personal loan
Consumer Lending Specialist
Commonwealth Bank
11.2020 - 05.2021
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
- Improved customer satisfaction by delivering personalized loan consultation services tailored to individual financial needs.
Customer Service Representative
CommInsure
09.2019 - 11.2020
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Liaised with customers, management, finance and underwriting teams to better understand customers situations/problems and recommend appropriate solutions
- Educated and ran team sessions to provide information and procedures to team members to ensure team is as efficient as possible
Education
BBA - Business Administration
Macquarie University
11.2024
Cherrybrook Tech High School
Cherrybrook, NSW11.2016
Skills
- Problem-Solving
- Case Management
- Case Documentation
- Organization and Multitasking
- Risk Assessment
- Credit analysis
- Financial statement analysis
- Credit risk
Timeline
Case Manager
EML
04.2024 - Current
Mortgage Credit Analyst
Genpact
09.2022 - 04.2024
Credit Analyst
Zip Co
12.2021 - 09.2022
Asset Finance Specialist
Valiant Finance
05.2021 - 12.2021
Consumer Lending Specialist
Commonwealth Bank
11.2020 - 05.2021
Customer Service Representative
CommInsure
09.2019 - 11.2020
BBA - Business Administration
Macquarie University
Cherrybrook Tech High School
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