Summary
Overview
Work History
Education
Skills
Referees
Timeline
Generic

Deon Franklin

Melbourne,VIC

Summary

Enthusiastic Associate eager to contribute to team success through hard work, attention to detail and excellent organizational skills. I am motivated to learn, grow and excel in a new and challenging environment.

Overview

9
9
years of professional experience

Work History

Resource Planning Analyst

NAB
12.2022 - Current
  • Developed workforce schedules to optimize resource allocation and meet operational demands.
  • Analyzed workforce data to identify trends and forecast staffing needs effectively.
  • Created weekly audit reports for senior leaders to ensure best practises were adhered to coached staff to ensure compliance and performance were not impacted.
  • Conducted weekly meetings with senior leaders to discuss staffing, business strategies and projects that might impact the business.
  • Collaborated with leaders, learning and developing and the analytics team to set up 2 business units while making recommendations to overall staffing and operating rhythm.
  • Managed a National team of over 200 staff from various Australian states, whilst considering time zone differences and public holidays to ensure business performance is not impacted.
  • Ensured meal breaks, leave and RDO's align to the Enterprise Agreement and are met
  • Reduced ASA in businesses by 30% and abandonment by 5% by optimising optimising and making recommendations to the overall shrinkage plan for the business
  • Built Power Query tool that automated a regular manual task, reducing overall team work load by 10%
  • Juggled multiple responsibilities by ensuring tasks were prioritised well and deadlines were always met
  • Monitored performance metrics, providing insights for continuous improvement in workforce management processes.

Associate - Small Business, Regional & Agri

NAB
05.2022 - 12.2022
  • Processed new account requests, rolled over existing accounts, and closed matured accounts during Farm Management Deposit season.
  • Managed customer relations through daily communications and interactions.
  • Handled stakeholder requests while collaborating with Bankers and Retail staff across departments.
  • Processed SVS approvals, AAC's, Debit & Credit Card requests, Equipment Finance payouts, and other business product openings.
  • Conducted outbound calls to identify business needs and create departmental referrals.
  • Achieved success under tight deadlines in a fast-paced environment.
  • Resolved issues and enhanced operations while delivering exceptional service.

Associate - Complex Lending Solutions

NAB
09.2021 - 05.2022
  • Analyzed customer financials, character, and serviceability while adhering to strict policies and laws.
  • Calculated ratios to ensure compliance with company guidelines.
  • Updated bankers and stakeholders on policy changes as needed.
  • Processed transactional churns including securities sales, guarantees, refinances, limit reductions, term extensions, and amendments.
  • Engaged daily with CCAs and bankers to efficiently manage files.
  • Evaluated home loan applications and submitted detailed cases for DCA Holder decisions based on analysis.
  • Contributed to the SCR Project assisting Health and Professional services for 12 weeks.

Associate - Advantedge Construction

NAB
05.2021 - 09.2021
  • Processed progress payments for construction loans and evaluated documentation.
  • Ordered valuation reports from government entities ensuring compliance with industry standards.
  • Managed building contracts, compliance certificates, valuations, and progress payment forms related to construction loans.
  • Coordinated with customers and brokers to ensure daily operations run smoothly.
  • Exceeded KPIs while maintaining high work quality.

Customer Workforce Planner

Latitude Financial Services
06.2020 - 05.2021
  • Balanced staffing levels with work volume.
  • Collected data through daily reports on volume and staffing needs.
  • Built schedules for agents across departments while incorporating business updates.
  • Clarified operational and strategic objectives.
  • Analyzed reports and made staffing recommendations.
  • Forecasted call volumes and assessed staffing requirements based on business goals.
  • Discussed future business changes/projects with stakeholders regularly.

Real Time Analyst

Latitude Financial Services
03.2020 - 06.2020
  • Coordinate staffing allocation to meet service level objectives.
  • Analyze reports and recommend staffing adjustments for productivity goals.
  • Manage daily exceptions, update schedules, and respond to escalated requests.
  • Facilitate real-time discussions with stakeholders.

Fraud Prevention Officer

Latitude Financial Services
04.2019 - 03.2020
  • Conduct fraud investigations and report findings to management.
  • Collaborate with law enforcement, vendors, and banks to validate information on fraud.
  • Review fraudulent cases and process client claims.
  • Advise identity theft victims on preventive measures.
  • Coordinate with credit reporting agencies to block credit files and resolve fraudulent inquiries.
  • Achieve KPIs for daily credit applications, including cards and loans.
  • Adhere to compliance regulations in financial services.

Outbound Sales Specialist

Latitude Financial Services
05.2016 - 04.2019
  • Examine and process loan applications.
  • Negotiate suitable interest rates with customers.
  • Identify opportunities to convert enquiries into customer solutions.
  • Deliver excellent service while adhering to privacy laws and lending criteria.
  • Exceed sales targets, meet monthly New Cash goals, and enhance NPS scores.

Outbound Sales Agent

Oz Green Homes
02.2016 - 04.2016
  • Contact customers to sell merchandise or services
  • Meeting KPI targets, such as number of sales per day, number of calls made and following strict compliance.

Education

Bachelor of Business - Banking & Finance And Financial Risk Management

Victoria University
Melbourne, VIC
08.2019

Certificate III & IV in Fitness -

VFA Learning
10.2016

Skills

  • Excellent written and verbal communication
  • Problem solving
  • Highly organised
  • Organization and Time Management
  • Collaboration
  • Flexible & Adaptable
  • Self-motivated professional
  • Excellent attention to detail
  • Microsoft Office Proficiency

Referees

Mitch Gillies

Manager, Workforce Optimisation – Business Care, NAB

Phone: 0401 432 634 Email: Mitchell.Gillies@nab.com.au


Georgia Aikman

Region Manager Associates RA VIC/TAS - Small Business, Regional & Agri, NAB

Phone: 0459 862 945 Email: Georgia.Aikman@nab.com.au

Timeline

Resource Planning Analyst

NAB
12.2022 - Current

Associate - Small Business, Regional & Agri

NAB
05.2022 - 12.2022

Associate - Complex Lending Solutions

NAB
09.2021 - 05.2022

Associate - Advantedge Construction

NAB
05.2021 - 09.2021

Customer Workforce Planner

Latitude Financial Services
06.2020 - 05.2021

Real Time Analyst

Latitude Financial Services
03.2020 - 06.2020

Fraud Prevention Officer

Latitude Financial Services
04.2019 - 03.2020

Outbound Sales Specialist

Latitude Financial Services
05.2016 - 04.2019

Outbound Sales Agent

Oz Green Homes
02.2016 - 04.2016

Bachelor of Business - Banking & Finance And Financial Risk Management

Victoria University

Certificate III & IV in Fitness -

VFA Learning
Deon Franklin