Andrew Agg
Summary
Dynamic Debt & Equity Settlement Officer at National Australia Bank, recognized for enhancing client satisfaction through strategic problem-solving and meticulous attention to detail. Successfully negotiated favorable terms, fostering strong client relationships while managing high-volume caseloads. Proven ability to influence outcomes and collaborate effectively within teams, ensuring confidentiality and compliance throughout the settlement process.
Overview
40
40
years of professional experience
Work History
Debt & Equity Settlement Officer
National Australia Bank
12.1984 - 03.2025
- Reduced errors in settlement documents by implementing a thorough review process before final submission.
- Negotiated favorable terms for clients during the settlement process, resulting in better outcomes for all parties involved.
- Prepared accurate reports detailing the progress of each case, facilitating improved decision-making among stakeholders.
- Initiated proactive problem-solving measures by anticipating potential challenges within the settlement process and taking appropriate action.
- Managed high-volume caseloads, prioritizing tasks to meet tight deadlines and maintaining attention to detail.
- Provided excellent customer service by addressing concerns promptly and professionally.
- Ensured client confidentiality by maintaining strict adherence to privacy policies and procedures, protecting sensitive information from unauthorized access or disclosure.
- Maintained strong relationships with clients, fostering trust and credibility as their Settlement Officer.
- Enhanced client satisfaction by efficiently managing settlement transactions and addressing concerns promptly.
Education
High School Diploma -
Mount Waverley Secondary College
Mount Waverley, VICSkills
- Strategic thinking
- Cultural sensitivity
- Influencing others
- Attention to detail
- Problem-solving abilities
- Time management
- Multitasking Abilities
- Collaboration and teamwork
- Reliability
- Organizational skills
- Conflict resolution
- Interpersonal communication
- Problem-solving
- Verbal and written communication
Timeline
Debt & Equity Settlement Officer
National Australia Bank
12.1984 - 03.2025
High School Diploma -
Mount Waverley Secondary College
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