Emma Barbaro
Prospect,Australia
Summary
Results-driven professional with solid foundation in client service management. Proven track record in fostering strong client relationships and optimizing customer service operations. Known for collaborative approach and achieving high-impact results through adaptability and effective problem-solving.
Overview
22
22
years of professional experience
Work History
Client Service Manager
CAVEO PARTNERS
01.2023 - Current
- Collaborated with a mortgage broker to facilitate client financing solutions.
- Prepared and ensured compliance documentation was ready for client distribution.
- Submitted loan applications and supporting documents to various lenders.
- Managed the settlement process, ensuring all conditions were met for successful closure.
- Coordinated with conveyancers and real estate agents to streamline property transactions.
- Handled client inquiries, providing timely and accurate information.
- Conducted thorough reviews of interest rates to offer competitive financing options.
- Oversaw the entire loan process from initial application to final settlement.
- Assumed additional responsibilities to cover for colleagues as needed.
- Served as the initial point of contact for clients, addressing their needs and concerns.
- Performed personal assistant functions, including scheduling and administrative support.
- Specialized in residential, commercial and asset financing.
Client Service | Office Manager
ORA FINANCE
07.2015 - 12.2022
- A key support for clients, assisting and supporting with pre loan submission from lodgment to settlement of the Financial Process
- Diligent in Microsoft Outlook, Word and Basic Excel
- Assistant to the Director and two Brokers with; Appointment Confirmation, Application lodgment, data entry, Loan Increases, Product Switches, Loan Variations, Pricing Submissions
- Construction Finance Progress Payment Maintenance and Responsibility from Approval through to Handover
- Assistance with Signing of Customer Loan Documents
- First Home Owner Grant Applications (SA and VIC)
- General customer & Post Settlement Service maintenance
- Liaisons: Lenders / Conveyancers / Real Estate Agents / Building Companies/ Developers / Business Development Managers and related parties
- Valuation Orders | Property Reports
- Officially Appointed Office Manager at Ora Finance & responsible for all personnel and delegating tasks and workflow in addition to the Client Service Administration Role
- Designed and worked alongside the Aggregators Marketing Team to generate and customize a monthly E-MAG for clients
- Constantly instigating suggestions to the technical team to improve the Aggregators Broker system in order to enhance the proficiency and use of our database
- Assisted with the Processes and Systems & Workflow Procedures for the entire Staff at Ora Finance including the Director and Brokers
Office Manager | Administration
SOUTH TERRACE ONCOLOGY
06.2015 - 07.2016
- Patient liaisons & Bookings
- Account Keeping | Patient records & Personnel
- Reports | Letters & Dictation
- General Administration duties including Telephone and Cash handling
- Open & Close of Practice and Chemo Suite
- Private Health / Medicare and Inpatient billing
Administration
DR JONES & PARTNERS - St Andrews Hospital
01.2012 - 01.2014
- Patient liaisons & Bookings
- Account Keeping | Patient records & Personnel
- Reports | Letters & Dictation
- General Administration duties including Telephone and Cash handling
- Open & Close of Practice and Chemo Suite
- Private Health / Medicare and Inpatient billing
Childcare Worker
RAH CHILDCARE CENTRE
01.2011 - 01.2012
Administration
BENSON RADIOLOGY - Ashford Hospital
01.2003 - 01.2008
- Patient liaisons & Bookings
- Account Keeping | Patient records & Personnel
- Reports | Letters & Dictation
- General Administration duties including Telephone and Cash handling
- Open & Close of Practice and Chemo Suite
- Private Health / Medicare and Inpatient billing
Education
Early Childhood Education
UNIVERSITY OF SA
RAN Certificate -
DSCI Clearance -
Certificate IV - Financial Services (Finance/Mortgage Broking)
AAMC
01.2019
Certifcate - Childcare Services
ENABLE COLLEGE
01.2012
South Australia Certificate of Education -
01.1997
Skills
- Client relationship building
- Office management
- Resource referrals
- Organizational skills
- Patience and empathy
- Exceptional communication
- Office administration
- Customer relations
- Data entry
- Activity planning
- Clear oral/written communication
- Team building
Hobbies and Interests
- Health & Fitness
- Reading
- Networking - Social Events
Personal Information
Date of Birth: 04/02/80
Timeline
Client Service Manager
CAVEO PARTNERS
01.2023 - Current
Client Service | Office Manager
ORA FINANCE
07.2015 - 12.2022
Office Manager | Administration
SOUTH TERRACE ONCOLOGY
06.2015 - 07.2016
Administration
DR JONES & PARTNERS - St Andrews Hospital
01.2012 - 01.2014
Childcare Worker
RAH CHILDCARE CENTRE
01.2011 - 01.2012
Administration
BENSON RADIOLOGY - Ashford Hospital
01.2003 - 01.2008
RAN Certificate -
DSCI Clearance -
Certificate IV - Financial Services (Finance/Mortgage Broking)
AAMC
Certifcate - Childcare Services
ENABLE COLLEGE
South Australia Certificate of Education -
Early Childhood Education
UNIVERSITY OF SA
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