Cecilia Sun
2D Paul St Picnic Point
Summary
Total 9 years retail banking experiences started from CBA. Strong problem solving skills and exceptional customer relationships helped me to grow to be a lender who could assist customers from different channels or communities to achieve their home journeys. More than 4 years lending experiences to approve my existing knowledge of Home Lending products and the current responsible lending legislation. Looking to expand my personal brand to have the ability to see the big picture for customers and provide them with holistic solutions.
Overview
8
8
years of professional experience
Work History
Lending Manager
St. George Bank
07.2021 - Current
- Strong relationship with existing customers and community referrals include local real estate agencies, accountants as well as solicitors.
- Helping all mortgage needs customers like first home buyer, investors and refinancers to achieve their property goals.
- A proven track record to deliver exceptional customer service and establishing and maintain rewarding relationships.
- Building and expand own brand to have a solid book for running business.
Home Lending Specialist
National Australian Bank
10.2020 - 07.2021
- Completed Home Lending Fundamental Course and Received Accreditation of Home Lending tier 2.
- Assisted New purchase, Refinance as well as Top up all different types of lending needs customers to achieve their home journey.
- Retained existing branch lending book customers.
- Provided signature customer services to add value for each customer
- Resolved customer complaints and provided solutions.
Senior Customer Service Specialist
Commonwealth Bank Australia
07.2019 - 09.2020
- Assisting lender for home loan maintenance
- Shadowing with different lenders
- Completed 20 outbound calls per day to find home loan opportunities
- Observing lender's interview
- Identifying 5 home loan needs customers every week through different channels
- Completed loan contracts for lender
- Catching up with referrals to find more home loan customers
Maternity Leave
CBA
08.2018 - 07.2019
Customer Service Specialist
Commonwealth Bank Australia
06.2017 - 08.2018
- Helping customer banking needs
- Finding home loan opportunities through conversations with walk in customers
- Building rapport with each value customers
- Follow up home loan pipelines
Branch Concierge
Commonwealth Bank Australia
10.2016 - 05.2017
- Greeting each walking customers
- Managing floor, making sure refer right person to serve
- Providing customers feedback
- Communicating between staffs and managers
- Dealing customers complaints
- Coaching new staff
Customer Service Representative
Commonwealth Bank Australia
07.2016 - 10.2016
- Cash Handling
- Cash Transactions
- Basic home loan conversations with customers
Skills
- Excellent communication skills
- Strong Customer Relations
- Efficiency Problem Solving skills
- Work Independently
- Quick Learner
- Team Player
- People skills
- Self-Motivated
Timeline
Lending Manager
St. George Bank
07.2021 - Current
Home Lending Specialist
National Australian Bank
10.2020 - 07.2021
Senior Customer Service Specialist
Commonwealth Bank Australia
07.2019 - 09.2020
Maternity Leave
CBA
08.2018 - 07.2019
Customer Service Specialist
Commonwealth Bank Australia
06.2017 - 08.2018
Branch Concierge
Commonwealth Bank Australia
10.2016 - 05.2017
Customer Service Representative
Commonwealth Bank Australia
07.2016 - 10.2016
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