Summary
Overview
Work History
Education
Volunteer Works
Timeline
Generic

Agam Pasricha

Lyndhurst,VIC

Summary

As a Finance graduate with a strong educational background and a passion for the industry, I am seeking an opportunity to contribute my skills and knowledge to a progressive organization. I am a hard-working, self-starter with excellent analytical and problem-solving skills. I have a strong a-en%on to detail and the ability to work well in a team. I am committed to my personal and professional growth and am excited to take on new challenges and opportunities in the finance industry.

Overview

8
8
years of professional experience

Work History

Settlements Associate

Commonwealth Bank
03.2023 - Current
  • Played a key role in managing and prioritizing a high-volume workload, ensuring that estates were settled promptly and efficiently.
  • Communicated with grieving family members and legal representatives with empathy and professionalism, providing clear and compassionate assistance throughout the settlement process.
  • Assisted in the efficient finalization of deceased estates, demonstrating attention to detail and adherence to legal procedures.
  • Collaborated with legal and financial teams to ensure the accurate distribution of assets and liabilities.
  • Conducted comprehensive research to locate and verify beneficiaries and heirs.
  • Managed and organized documentation related to estate settlements and communicated with relevant stakeholders.
  • Handled sensitive and confidential information with the utmost discretion and professionalism.

Credit Risk Associate/ Management Trainee (Mortgages)

Genpact - National Australia Bank
10.2021 - 03.2023
  • Performing risk assessments and recommending limits and conditions of loans
  • Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence
  • Demonstrated consumer and commercial lending analysis/interpretation skills and consistent sound judgement - especially working under commercial pressure from internal/external stakeholders
  • The ability to foster great working relationships and work together to meet turnaround times and service levels
  • Commercial acumen with the ability to help lenders through a deal and offer alternative solutions when needed
  • Effective problem-solving skills with a high level of financial literacy and analysis capability
  • Understand key requirements of credit to ensure lending applications are completed in line with bank policies
  • Liaise with third party brokers, clients and stakeholders
  • Getting results that help our customers achieve their financial lifestyle goals.

Business Banking Advisor

National Australia Bank
05.2021 - 10.2021
  • Sustaining an outstanding understanding on NAB's products and service packages to effectively respond to enquiries received from internal and external customers, telephone, and email
  • Building relationships and taking ownership to understand and assist the customer
  • Ability to work under pressure and make sound judgements and decisions
  • Successfully displaying empathy and a high Emotional Intelligence Quotient (EQ) to provide expert service to clients in a highly compliant environment
  • Ensuring that the customer has a positive experience, resulting in repeat and referral business
  • Verifying customer to comply with high-risk authentication requirements
  • Dealing with enquiries relating to internet banking, credit cards and business loans on daily basis
  • Responsible for giving advice to customer on products and services
  • Ensuring functions and strategies are supported by the organisation values and in harmony with other operations and data as directed by the Manager or Team Leader to assist in the development of business decisions
  • Evaluating effectiveness of established procedures to derive opportunities for performance improvement in administrative and workflow processes to ensure continuous improvement for customer service team and system requirements
  • Regularly communicating with staff from other departments to level understanding and expectation in resolving customer issues and collectively provide appropriate solutions.

Customer Service/ Network Advisor

Community Broker Network
10.2020 - 05.2021
  • Managing customer accounts, assisting customers in filling up forms to open an account and subsequently lodging information accurately into the intranet system to ensure right work from the beginning
  • Managing workflow from a national Queue and ensuring completion with a high quality in a timely manner
  • Understanding customer needs and ascertaining their preferences to provide options and solutions that meet their requirements including system issues
  • Taking and resolving customer complaints via phone, email, mail, or social media, enabling service recovery measures to retain customer loyalty leading to maintain regular customer base
  • Preparation and completion of various reports and data as directed by the Manager or Team Leader to assist in the development of business decisions
  • Evaluating effectiveness of established procedures to derive opportunities for performance improvement in administrative.

Claims Consultant

Insurance Australia Group
01.2018 - 01.2019

Dispatch Team Member

PMI Imageworks
01.2016 - 01.2018

Education

Bachelor of Business in Economics & Finance -

RMIT
Melbourne
12.2020

Volunteer Works

  • Volunteer | Various Community Events
  • Volunteer Organiser | Local Cricket Matches

Timeline

Settlements Associate

Commonwealth Bank
03.2023 - Current

Credit Risk Associate/ Management Trainee (Mortgages)

Genpact - National Australia Bank
10.2021 - 03.2023

Business Banking Advisor

National Australia Bank
05.2021 - 10.2021

Customer Service/ Network Advisor

Community Broker Network
10.2020 - 05.2021

Claims Consultant

Insurance Australia Group
01.2018 - 01.2019

Dispatch Team Member

PMI Imageworks
01.2016 - 01.2018

Bachelor of Business in Economics & Finance -

RMIT

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Agam Pasricha