Summary
Overview
Work History
Education
Skills
Timeline
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Alpa Parmar

Alpa Parmar

Melbourne,Australia

Summary

Detail-oriented professional with proven knowledge of banking, customer service, and account management. Alming to leverage my abilities to successfully fill Loan Processor role on your team

Overview

18
18
years of professional experience

Work History

Mortgage Broker

AFIX FINANCE
Melbourne, VIC
05.2022 - Current
  • Assisted customers throughout the entire mortgage application process from start to finish
  • Identified areas where improvements could be made within the organizations policies or procedures related to mortgages
  • Performed pre-qualification assessments prior to submitting loan applications on behalf of clients
  • Educated customers about different types of mortgages available as well as the risks involved.

Loan Processor

LOAN WAVES
Melbourne, VIC
04.2019 - 05.2022
  • Processed loan applications, including verifying customer information, preparing documents, and ordering third party services
  • Utilized strong customer service skills to effectively communicate with customers regarding their loan applications
  • Developed excellent organizational skills to manage multiple tasks simultaneously while meeting tight deadlines
  • Verified that all required documentation was received before submitting the file for final approval
  • Maintained a high level of professionalism when dealing with difficult customers
  • Handled customer complaints and inquiries in a courteous and efficient manner.

Claims Officer

MAS National
Melbourne, VIC
06.2016 - 03.2019
  • Processed claims according to established quality and production standards and made corrections and adjustments to solve problems
  • Reviewed history records to determine benefit eligibility for services
  • Participated in training sessions to stay up to date on new laws and regulations affecting the industry
  • Reviewed and analyzed customer claims to determine whether they were valid or not.

Cashier Assistant

Myer
Sydney, NSW
05.2010 - 06.2016
  • Assisted cashiers with resolving customer complaints and inquiries
  • Monitored cashier performance, providing feedback as needed
  • Performed daily opening and closing procedures for the register area
  • Ensured compliance with all safety regulations while performing tasks
  • Assisted with pricing merchandise for sale in store.

Sales Coordinator

Sharekhan
Ahmedabad, Gujarat, India
01.2006 - 12.2009
  • Developed and implemented processes to ensure accurate data entry into the customer relationship management system
  • Conducted market research to identify potential customers for sales campaigns
  • Prepared monthly reports on sales activities, revenue, expenses, and other key metrics
  • Provided administrative support to the sales team including scheduling meetings, preparing presentations, and managing small correspondence.

Education

Diploma in Finance & Mortgage Broking in Business Administration -

Kaplan
11.2021

Certificate 4 in Finance & Mortgage Broking in Finance -

Kaplan
03.2021

Master of Commerce, Accounting -

Nav Gujarat Uni
04.2008

Skills

  • Customer Service and Support
  • Borrower Financial Assessment
  • Mortgage Program Recommendations
  • Skilled in AOL and CRM
  • Loan Process Advice
  • Loan Application Processing
  • Documentation and Reporting

Timeline

Mortgage Broker

AFIX FINANCE
05.2022 - Current

Loan Processor

LOAN WAVES
04.2019 - 05.2022

Claims Officer

MAS National
06.2016 - 03.2019

Cashier Assistant

Myer
05.2010 - 06.2016

Sales Coordinator

Sharekhan
01.2006 - 12.2009

Diploma in Finance & Mortgage Broking in Business Administration -

Kaplan

Certificate 4 in Finance & Mortgage Broking in Finance -

Kaplan

Master of Commerce, Accounting -

Nav Gujarat Uni

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