Claire Curtis

• Worked collaboratively with Business and Private Bankers to provide tailored and detailed lending solutions for high net worth clients.
• Continuous business development to build referral networks external to bank staff through partners including accounting firms, buyers advocates and advisers.
• Rigorous pipeline management sustained for new and progressing client applications. Ensuring each client had a market leading experience and turnaround times met.
• Specialised in complex lending solutions and scenarios (self employed/layered complex borrowing structures)
• Provided coaching and development support to colleagues in team on self employed and more complex borrowing structures.
• Assisted in one-on-one coaching on process and “day in the life” of role for new starters.
• Met expectations for year for settlement results. Achieved 115 settlements at total aggregate value of $115m from April-December 2024 with Parental leave commencing mid December.

• Developed my self and others skills on complex lending applications.
• Selected for a specialist team to focus solely on complex lending applications.
• Built and strengthened relationships with Business and Private Bankers to engage in cross team referrals where identified and appropriate.
• Coaching and development of new starters in role.
• Developed customised lending solutions to meet client needs and enhance satisfaction.
• Assisted in team presentations on processs enhancements and changes to ensure engagement and effective roll outs
• Continuous business development on self generated leads and engaging in presentations with external partners along with Business Bank and Private Bankers.
• Ensuring customer expectations were managed and exceeded with strong NPS survey results consistently throughout the year.
• Exceeded expectations for settlements in most recent FY in role greater than >$100m

- Meeting and exceeding customer expectations around home loan process management and providing full home loan service while:

• Assisting a range of customers customer types from high end professionals, self employed and others
• Making appropriate suggestions for lending structures including more complex scenarios
• Maintaining client relationship management effectively. Return clients and word of moth referrals being a result of long term client management
• Coaching and Developing staff
• Working with accountants and specialist advisers to assist their clients on how to best structure their lending propositions

• Pipeline Management
• Business outcomes and customer service outcomes
• Risk Management
• Residential and Residential Investment Lending
• Customer Banking establishment
• Business Deveopment including networking and leveraging off existing relationships

• Support high volume lenders with the acquisition, management and follow up of applications through the entire lending process
• Support in driving the lending business for a team and managing targets and customer experience. Including and not limited to lead calling and establishing quality referrals
• Ensuring compliance is met and risk across all lending files is managed.

• Assisting clients with their overall Banking needs.
• Establishing relationships and referrals to other specialists including planners, lenders, business and corporate managers and more
• Managing a team alongside BM with sales tracking, customer experience outcomes and compliance audits