Cassandra Evans

• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met.
• Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
• Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
• Met deadlines by proactively managing individual and team tasks and streamlining processes
• Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.

Nov 2023- I started with Heritage as a Senior Member Experience Officer.

May 2024- Become one of the Clusters Centralised Personal Lenders where I looked after multiple branches lending.

• Gathering relevant documents and compiling accordingly to process applications.
• Facilitated smooth loan closings through accurate document preparation and efficient coordination among all parties involved.
• Collaborated with underwriting team to ensure timely loan decision-making, contributing to higher client retention rates.

Through that time I worked in all areas from Customer Banking Specialist, Management Roles, Personal Lending, Home Lending Maintenance, Business Banking and Share Trading.

Home Lending experience:

-Pricing for new and current lending

-Compiling home lending documents and checking completion

-Switching products and restructuring

-General maintenance; offsetting, repayments, packages and education

High expectation and performance was achieved on a consistent bases. Projects and applications were managed from start to finis, maintaining regulatory requirements and customer satisfaction through the process.