Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jo-Ann Ross

Summary

Having 5 years successful lending experience with Suncorp at retail branch level i am wanting to apply my work ethic, knowledge and skills to the HLA role.

With extensive knowledge of self-employed capacity to pay assessment at application level and a clear understanding of Credit policy and procedure I am looking for a new challenge within HLA

My role as lending manager allows me to work autonomously both in the branch and WFH environment.

Having a strong work ethic and high expectations for myself both at work and in my personal life. I have a proven track record of obtaining and surpassing desired results, excelling at problem solving and thinking outside of the box.

My first hand knowledge of front line lender process and work expectations will be advantageous within HLA for interpreting and assessing Loans and communication with lenders.

Thank you for the opportunity to become part of the HLA team.

Overview

14
14
years of professional experience

Work History

Home Lending Manager

Suncorp
Maroochydore, Qld
02.2017 - Current

5 years Managing Lending clients based at Maroochydore Branch

Providing impeccable service to customers throughout the finance process

Opportunity to Settlement and aftercare for Home and Business lending.

Salaries, sole trader and complex self-employed customer profiles

Home Finance Manager

NAB
Morayfield, Qld
10.2016 - 02.2017

12 Months Loan manager Salary customers

Processing Via CRM CBP

Suncorp approached me to take on role of Loan manager Suncorp via Andrew Kaye

Senior Personal Banker

Westpac
Maroochydore, Qld
01.2008 - 10.2016

Personal Banker and Broker Liaison for Sunshine Coast

Assisting Broker clients from approval documentation to settlement on behalf of Broker

Education

Certificate IV in Finance And Mortgage Broking - Finance

Kaplan
09.2017

Diploma Business Front Line Management - Business

Ballinger Training And Consultancy
Sunshine Coast, QLD

Qld Commissioner of Declarationsss -

Qld Govt

Certificate II Financial Services -

Kaplan

Skills

Home Loan application end to end

CRM

AOL and CBP Processing

Strong Understanding of Credit Policy and Procedure

Complex Self-Employed financial assessment for Capacity to Pay

Ensuring application quality is at the highest possible standard

Excellent verbal and written communication skills

Ability to work efficiently and autonomously in a high pressure and volume environment

Extreme high attention to detail and accuracy

A high level of professionalism at all times

Customer resolution

Timeline

Home Lending Manager

Suncorp
02.2017 - Current

Home Finance Manager

NAB
10.2016 - 02.2017

Senior Personal Banker

Westpac
01.2008 - 10.2016

Certificate IV in Finance And Mortgage Broking - Finance

Kaplan

Diploma Business Front Line Management - Business

Ballinger Training And Consultancy

Qld Commissioner of Declarationsss -

Qld Govt

Certificate II Financial Services -

Kaplan
Jo-Ann Ross