Christobel Bandara

Experienced loan specialist skilled in post-approval documentation for business, consumer, and home loans. Proficient in liaising with bankers, utilizing loan systems, and managing complex lending solutions to ensure compliance and customer satisfaction. Use of systems such as Seibel, Ebobs, Webobs and AOL broker platform.

Experienced SMSF Specialist proficient in year-end tax lodgment using Xero accounting software. Skilled in responding to customer email inquiries related to Self-Managed Super Funds (SMSF) and adept at setting up new SMSF accounts. Demonstrated ability to manage complex financial tasks, ensure compliance, and provide excellent customer service in the superannuation industry.

Co-owner and manager of a cloud-based business specializing in importing and selling ladies' clothing. Responsibilities included overseeing finance operations, managing day-to-day activities, and addressing customer inquiries. Demonstrated strong leadership skills, financial acumen, and a commitment to delivering exceptional customer service in a competitive retail environment.

Provided tailored portfolio management services to high-net-worth individuals while addressing customer needs in retail banking. Gained comprehensive experience in banking operations, including front office, cash counters, and back office functions. Demonstrated strong interpersonal skills and a commitment to delivering exceptional service to enhance client satisfaction and drive business growth.

Experienced financial professional skilled in conducting client meetings, managing investment portfolios, and providing strategic investment advice. Proficient in preparing corporate reports focused on Working Capital Management. Demonstrated success in marketing insurance products to both new and existing clients. Adept at balancing multiple responsibilities while delivering personalized financial solutions and maintaining strong client relationships.

Assisted in learning to value stock prices with the help of the Bloomberg terminal.

Assisted in preparation of financial statements of the parent company and its subsidiaries.

Assisted in analysing financial statements and financial ratios using Microsoft Excel at the financial Advisory team at KPMG.