ANDREW LEE
ROCHEDALE SOUTH,QLD
Summary
An energetic, ambitious individual who has experience in banking over 7 years. Looking for opportunities that will enhance my skills, expand my knowledge and further progress my career.
Overview
11
11
years of professional experience
Work History
CREDIT ASSESSOR (Home Lending)
FIRSTMAC
BRISBANE, QLD
05.2024 - Current
- Review, assess and approve mortgage applications within delegated lending authority.
- Review documents to ensure the application aligns within the policy and standards.
- Ensure all files and history notes are up to date with the assessment progress and actions completed, to ensure minimal investigation by colleagues if required
- Be proactive in the control of escalations and take responsibility to communicate externally/internally to inform the status of the applications.
- Develop and maintain strong relationship with stakeholders to support the prompt processing of the loan applications
- Support any product, policy and develop/identify system to improve the process or enhancement for review.
Business Manager (Small Business - Home Lending)
Bank of New Zealand
AUCKLAND, NZ
05.2021 - 03.2024
- Provides expert, valued, credible advice to small business customers and build trust
- Acts in the best interest of small business customers by exploring their current needs and future goals and matching solution to business needs and building sustainable relationships
- Basic ability to analyse and interpret financial reports
- Understands financial metrics and impact on the organisation
- Plans effectively and takes accountability for delivering on expectations
Banking Advisor (Home Lending Specialist)
Bank of New Zealand
AUCKLAND, NZ
08.2018 - 05.2021
- Company Overview: Home & Unsecured lending
- Explore and identify customers' goals, propose solutions in order to achieve the best outcomes for customers
- Identify the current and future needs to provide assistance, advice and solutions to customer to help achieving their goals
- Assist customer with all their personal banking needs including unsecured lending, home lending and insurances
- Deliver experience of Financial Health Check
- Home & Unsecured lending
Customer Solution Advisor
Bank of New Zealand
AUCKLAND, NZ
11.2016 - 08.2018
- Promote products and services to new and existing customers through quality conversations, identifying their financial needs and referring them to the appropriate departments or channels
- Take the initiative by offering suitable products or services that may help customers to be good with their money and ease their banking
- Ensure customers are provided with an exceptional experience and services by taking responsibility and delivering promises
- Always open to discuss and help the team wherever possible, especially when dealing with complaints and complex enquiries
Case Manager
Ministry of Social Development - Work and Income
AUCKLAND, NZ
11.2015 - 11.2016
- Gather and provide accurate information to clients in timely manner to maximise efficiency of decision making processes
- Applying logical reasoning process towards a problem or situation to reach an appropriate conclusion or recommendations, both internally and externally
- Effectively negotiate with internal and external parties to maximise opportunities for clients
- Constant desire and willingness to understand and exceed client expectations
- Maintained a strong client focus and positive attitude despite numerous changes made within the organisation, including systems, policies, environment and restructures
Customer Service Representative
Ministry of Social Development - Work and Income
AUCKLAND, NZ
11.2013 - 11.2015
- Achieved and Exceeded targets for KPls
- Constantly maintained exceptional results with 92% in compliance and 100% in adherence throughout the role
Education
Bachelor of Commerce -
University of Otago
CQIB - Career Qualification in Banking
Skills
- Home lender
- Analysing Financials
- Bilingual
- Customer Service
- Numeracy
- Communications
- Quality Assurance
Languages
- English, Native
- Korean, Native
Reference upon request
- Mike De Ree - Team Manaher of SME at Bank of New Zealand
- Jan Miller - Team Manaher of SME at Bank of New Zealand
Timeline
CREDIT ASSESSOR (Home Lending)
FIRSTMAC
05.2024 - Current
Business Manager (Small Business - Home Lending)
Bank of New Zealand
05.2021 - 03.2024
Banking Advisor (Home Lending Specialist)
Bank of New Zealand
08.2018 - 05.2021
Customer Solution Advisor
Bank of New Zealand
11.2016 - 08.2018
Case Manager
Ministry of Social Development - Work and Income
11.2015 - 11.2016
Customer Service Representative
Ministry of Social Development - Work and Income
11.2013 - 11.2015
Bachelor of Commerce -
University of Otago
CQIB - Career Qualification in Banking
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