Andrew Whalen

Responsibilities:

• Actioning of new and existing Home Loan Opportunities.
• Present tailored financial solutions to new and existing clients
• Grow Internal/External Stakeholders.
• $48 Million in yearly settlements.

Accomplishments:

• Consistently ranked in the Top 50 National Lender Leaderboard.
• Consistently received 10 out of 10 via Net Promoter Score System for customer satisfaction.

Responsibilities:

• Defined clear targets and objectives and communicated to other team members.
• Enhanced customer satisfaction by addressing and resolving customer queries, concerns, and complaints in a timely manner.
• Manage and execute Home Loan Opportunities from application to settlement.

Accomplishments:

Winner of Branch of the Year - Mornington Peninsula

Winner of Lender of the Year - Mornington Peninsula

Nominated to complete "Excellence in Leadership" with Franklin Covey

Responsibilities:

• Served as the primary point of contact between the Group leadership team and operational staff.
• Collaborated with cross-functional teams for successful project completion and implementation.
• Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
• Reported issues to higher management with great detail.

Accomplishments:

• Forensic Review of State FTE to be in line with budget.
• Implementation of the Customer Relationship project for NSW/ACT

Responsibilities:

• Implemented systems and procedures to increase sales.
• Ensured seamless communication between cross-functional teams to facilitate successful project execution.
• Streamlined retail operations by implementing efficient project management processes and tools.

Responsibilities:

• Conducted regular follow-ups with clients to ensure their needs were met and resolve any issues.
• Cross-trained and provided backup support for organizational leadership.
• Enhanced client satisfaction by consistently exceeding expectations in service delivery.

Responsibilities:

• Completion of branch financial transaction as per the customers request.
• Promptly responded to inquiries and requests from prospective customers.
• Followed-through on all critical inter-departmental escalations to increase customer retention rates.

Responsibilities:

• Greet guests in with friendliness and professionalism.
• Present and educate guests on our wine selection.

This is a casual position I have taken over summer post taking a package from ANZ Mobile Lending.