Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Eden Gatwood-Folkes

Summary

I am a hard-working person who is highly motivated trustworthy and versatile.

The attributes that I bring to a workplace are my integrity, hard-working ethic and enthusiasm for all tasks. I am highly organised with the ability to take initiatives as required to the standards of operation and to make sure the operations run smoothly. Other attributes include:

  • Excellent listening and communication skills
  • Demonstrated initiative and self-direction
  • Excellent problem solving capabilities
  • Ability to learn to perform tasks efficiently
  • Punctuality and reliability

Overview

7
7
years of professional experience
1
1
Certification

Work History

Customer Finance Consultant

Carma
05.2023 - 10.2024
  • Handling inbound and outbound phone calls, emails & text messages
  • Assisting clients on any financial enquiries
  • Assisting customers through our Finance process at Carma
  • Taking the customers personal information over the phone or via email to generate personalised finance quotations for their next car purchase with Carma's three finance partners
  • Assessing the client's documentation for the finance application eg; (Identification, Payslips, Income Tax & Centrelink statements, Asset Financial statements, Rent & Mortgage statements)
  • Taking Finance application & conducting serviceability assessments
  • Data Entry between three systems (Hubspot, CRM)
  • Providing consistent updated information to the customer regarding the status of their application

Senior Loan Handler

Credit24
07.2018 - 05.2023
  • Collect and prepare all necessary documentation for the loan assessment
  • Assessing the customers 90 day bank statements and conducting affordability assessments for the loan
  • Research application credit status and current financial position
  • Prepare and maintain all paperwork for new and existing loans, including loan disclosures
  • Work with clients to establish their needs and recommend suitable types of loans
  • Liaising and supporting customers through the financial process
  • Ensure compliance with the established regulations and law requirements
  • Follow-up with clients to verify important information
  • Responsility for training new team members
  • In charge of keeping the loan manual up to date
  • Assisting the Financial Hardship Department with auditing loan applications from complaints made by the The NSW Ombudsman

Bartender

The Gymea Hotel
12.2017 - 06.2018
  • Prepare alcohol or non-alcoholic beverages for bar and restaurant patrons
  • Interact with customers, take orders & provide snacks & drinks
  • Assess customers' needs and preferences and make any recommendations
  • Be responsible for opening and closing the bar
  • Check customers' identification to confirm legal drinking age
  • Restock bar inventory and supplies
  • Comply with all food and beverage regulations

Education

Cert II & III in Business - Business

ARC Recruitment
Parramatta, NSW
07-2018

Skills

  • Excellent customer service skills
  • Attention to detail and critical thinking
  • Teamwork and multitasking
  • Knowledge of closing procedures, loan processes and assessing documentation
  • Ability to adapt to changing situations
  • Time management
  • Patience, empathy & flexibility
  • Excellent verbal communication skills
  • Strong workethic

Certification

Cert II & III in Business

Languages

English

Timeline

Customer Finance Consultant

Carma
05.2023 - 10.2024

Senior Loan Handler

Credit24
07.2018 - 05.2023

Bartender

The Gymea Hotel
12.2017 - 06.2018

Cert II & III in Business - Business

ARC Recruitment
Eden Gatwood-Folkes