Catherine Fury
Thursday Island,QLD
Summary
High-achieving, detail orientated professional with career spent nurturing client relationships, business opportunities and working with a wide range of software. Exceptional organisational skills, time management and problem solving skills. Dedicated to best-in-class customer service with the ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
14
14
years of professional experience
Work History
Mortgage Broker
Finspo
04.2023 - 10.2023
- Provide exceptional customer service in relation to customers lending needs and requirements
- Guide customers through the lending process from understanding their situation and objectives through to product recommendation, application and fulfilment with their chosen lender
- Understand and adhere to credit policies and procedures to ensure that customers have the best possible experience in purchasing new property or refinancing existing loans.
Mobile Relationship Manager
Bendigo and Adelaide Bank
09.2022 - 03.2023
- Drive lending growth through new business development and the delivery of tailored lending solutions
- Establish and maintain quality referral partner relationships
- Facilitate the loan process by communicating and recommending lending products always with a customer focus and within policies, procedures and regulations
- Build and maintain internal and external business relationships utilising sound knowledge of consumer markets and appropriate sales strategies.
Mortgage Broker
Mortgage Choice Perth CBD
06.2020 - 09.2022
- Research and loan structuring to suit clients' needs
- Preparation, compliance, and lodgement for mortgage applications through Broker Platform / AOL
- Liaising with clients, banks, solicitor's estate agents throughout the loan process
- Keep integrity of data CRM Database
- Servicing of existing clients, including discharges, redraws, lump sum payments, loan variations and client queries
- Assist with helping the division to operate in a fully compliant manner as per the National Consumer Credit Protection Act and Mortgage Choice ACL.
Relationship Manager (Third Party)
Resimac
01.2018 - 02.2020
- Identify, develop and manage profitable business relationships with new and existing brokers
- Provide technical support through scenario assistance / product guidance to Mortgage Aggregators and brokers to a high standard and on a timely basis to ensure high quality service focused outcomes
- Train brokers in credit policy and front-end origination systems
- Assist brokers and internal staff with any issues in relation to loan applications
- Meet agreed targets and maintain strong relationships with the broker base
- Promote the Resimac brand and product offering in both residential and commercial space.
Mortgage Administrator / Mortgage Broker (mentored)
Locumsgroup Pty Ltd
10.2016 - 01.2018
- Research and loan structuring to suit clients' needs
- Preparation, compliance and lodgement for mortgage applications through Mercury / AOL
- Liaising with clients, banks, solicitor's estate agents throughout the loan process
- Completion of monthly Board Reports for the Mortgage Division, including following up on any commission queries
- Prepare mortgage files for quarterly QED Compliance Audit
- Keep integrity of data CRM Database
- Servicing of existing clients, including discharges, redraws, lump sum payments, loan variations and client queries
- Assist with helping the division to operate in a fully compliant manner as per the National Consumer Credit Protection Act and Locumsgroup's ACL.
Mortgage Broker (mentored) / Part-time Administrator
Self-Employed - Contracted to Money Partners Financial Services
03.2016 - 08.2016
- Conducting research and using product comparison software to find the most appropriate loan options for my clients
- Liaising with my clients, banks, solicitors, estate agents throughout the loan process
- Preparing and lodging loan applications through FLEX (AFG) and various bank portals
- Adhering to AMP's code of practice
- Data Base Management - COIN.
PA to the Head of Finance / Finance Operations
Historic Environment Scotland
10.2015 - 03.2016
- Preparation of 2016 / 2017 financial plan
- Working in various areas throughout the finance department
- PA duties.
Financial Planning & Mortgage Broker Assistant
Money Partners Financial Services (Financial Planning & Brokerage)
10.2013 - 09.2015
- Booking meetings / liaising with clients
- Management of database (Coin / AMP portal / North Online / Flex)
- Bank follow up & enquiries
- Flex Application / Entry
- Processing super applications / rollovers
- Processing insurance applications / claims.
Administration Officer
Kimberley Structural Consulting Engineers
02.2013 - 10.2013
- Booking meetings
- Managing database (Synergy)
- Data Entry
- MYOB - Payable
- Invoicing
- Keeping the reception area tidy
- Screening and forwarding phone calls
- Sorting and distributing post.
Administrator / Accounts / PA
Upon Roofing
07.2012 - 03.2013
- General administration duties
- Accounts payable / receivable, invoicing and payroll
- Managing of data - base with timesheet entry / management.
Waitress
The Ravenswood Hotel
12.2011 - 07.2012
Recruitment Administrator / Coordinator
KI Group - Recruitment Agency
08.2011 - 12.2011
- Management of internal mail including administration of the recruitment inbox
- Booking of interviews and meetings for recruiters and management
- Maintenance of the recruitment database and general data entry in FastTrack
- Obtaining candidates professional references
- Proofread online job advertisements
- Meeting and greeting of candidates and clients
- Answering general phone inquiries
- Ad hoc typing using MS Word
- Follow up of candidate timesheets when required using FastPay.
Trainee Receptionist (voluntary work)
Forte Mandurah Quay Resort
03.2010 - 11.2010
- Management of phone inquiries and reservations
- Processing of customer accounts
- Maintaining online accommodation websites
- Assistance with housekeeping as required
- Distribution of keys to staff and customers
- Updating of customer in-room information folders.
Education
Certificate IV Finance & Mortgage Broking
National Finance Institute
2016
Completion of Year 11/12 - WACE Certificate -
Mandurah Senior College
2010
Year 10 Certificate -
Halls Head Community College
2008
Skills
- Collaborative Teamwork
- Superior customer service
- Borrower needs assessment
- Ethical business conduct
- Client Confidentiality
- Documentation And Reporting
- Effective problem solving
- Proficient computer skills
- Detail-oriented approach
- Database Administration
- Database Management
Accomplishments
- 2009, Work Safe Certificate
- 2009, Certificate II in Applied Languages Japanese
- 2009, Awarded the Peel Directions Network Career Award
- 2009, 2010, Certificate II in Tourism and Operations
- 2009, RSA (Responsible Service of Alcohol)
- 2016, Certificate IV Finance & Mortgage Broking
- 2020, REIWA Sales Registration V6
- 2022, Finalist for Best Newcomer in Western Australia at the Better Business Awards
- 2023, Australian National Police Clearance / Fit2work Equifax certification
- 2023, Anti-Money Laundering & Counter Terrorism Certificate (AML-CTF)
- 2023, Australian Financial Complaints Authority Membership (AFCA)
- 2023, Financial Brokers Association of Australia Membership (FBAA)
Personal Qualities
I am a hard worker who always strives to achieve my goals. I work well in a team environment as well as working independently and have always maintained positive working relationships with my coworkers. I pride myself on possessing a strong work ethic, which includes being punctual and reliable. I also consider myself to be a friendly, approachable person.
References
- Mr Francis Raymond, Head of Mortgages, Locumsgroup, Sydney, NSW, +61 0418 850 815, francis.raymond@psk.com.au
- Mr Tim Lemon, Senior BDM, Resimac, Sydney, NSW, +61 0423 436 634, tlemon@orde.com.au
Timeline
Mortgage Broker
Finspo
04.2023 - 10.2023
Mobile Relationship Manager
Bendigo and Adelaide Bank
09.2022 - 03.2023
Mortgage Broker
Mortgage Choice Perth CBD
06.2020 - 09.2022
Relationship Manager (Third Party)
Resimac
01.2018 - 02.2020
Mortgage Administrator / Mortgage Broker (mentored)
Locumsgroup Pty Ltd
10.2016 - 01.2018
Mortgage Broker (mentored) / Part-time Administrator
Self-Employed - Contracted to Money Partners Financial Services
03.2016 - 08.2016
PA to the Head of Finance / Finance Operations
Historic Environment Scotland
10.2015 - 03.2016
Financial Planning & Mortgage Broker Assistant
Money Partners Financial Services (Financial Planning & Brokerage)
10.2013 - 09.2015
Administration Officer
Kimberley Structural Consulting Engineers
02.2013 - 10.2013
Administrator / Accounts / PA
Upon Roofing
07.2012 - 03.2013
Waitress
The Ravenswood Hotel
12.2011 - 07.2012
Recruitment Administrator / Coordinator
KI Group - Recruitment Agency
08.2011 - 12.2011
Trainee Receptionist (voluntary work)
Forte Mandurah Quay Resort
03.2010 - 11.2010
Certificate IV Finance & Mortgage Broking
National Finance Institute
Completion of Year 11/12 - WACE Certificate -
Mandurah Senior College
Year 10 Certificate -
Halls Head Community College
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