Emma Wilkie
Tocumwal,NSW
Summary
Finance professional with extensive experience in home and asset lending and remote team management. Proven successful Settlement Officer skilled in executing complex finance applications from approval to settlement stages. Expertise in relationship management and finance policy compliance, resulting in reduced company liabilities through efficient settlement processes. Knowledgeable in computer systems and various finance tools. Currently seeking remote work opportunities after recent redundancy.
Overview
7
7
years of professional experience
Work History
Settlements Officer
LMG
Remote
08.2022 - 08.2025
- Managed settlements for a team of brokers, ensuring timely documentation and contract delivery.
- Coordinated loan processes from approval to settlement with over 25 lenders.
- Maintained strong relationships with BDMs and lenders to facilitate seamless operations.
- Utilised Salesforce and NodifiCRM to track and manage finance applications effectively.
- Oversaw a pipeline of 15-32 finance applications, communicating with clients and third parties.
- Demonstrated attention to detail by understanding each lender's specific requirements.
- Achieved high productivity ratings and earned various work achievement awards.
- Successfully transitioned to remote work, improving performance metrics and KPIs.
Mortgage Loan Officer
Westpac
Adelaide, SA
04.2020 - 07.2022
- Assessed creditworthiness for mortgage loan applications in Westpac's Broker Partnership Unit.
- Collaborated with brokers to evaluate client eligibility for conditional approval.
- Progressed to Subject Matter Expert role, mentoring new credit assessors.
- Demonstrated expertise in ApplyOnline, title searching, ordering, reading and understanding valuation reports, and sound knowledge of Westpac's DriveOnline systems.
Events Manager
The Lion Hotel
North Adelaide
03.2018 - 02.2020
- Coordinated diverse events at Adelaide's prestigious Lion Hotel, ensuring smooth operations of business meetings and celebrations.
- Fostered teamwork among staff to maintain high service standards in a fast-paced environment.
- Oversaw logistics and organisation of multiple entertaining spaces booked throughout the year.
- Responded proactively to COVID-19 challenges, transitioning from hospitality to finance sector
Education
HSC -
Byron Bay Highschool
Certificate iv - Digital Marketing
Open Colleges
Skills
- Credit assessment
- Customer relationship management
- Loan processing
- Document management
- Finance application tracking
- Data analysis
- Attention to detail
- Effective communication
- Strategic thinking
- Professionalism
- MS office proficient
- Teamwork and collaboration
- Multitasking
- Document filing
- Problem-solving
- Excellent communication
- Calendar management
- Time management abilities
- Adaptability
References
References available on request
Timeline
Settlements Officer
LMG
08.2022 - 08.2025
Mortgage Loan Officer
Westpac
04.2020 - 07.2022
Events Manager
The Lion Hotel
03.2018 - 02.2020
HSC -
Byron Bay Highschool
Certificate iv - Digital Marketing
Open Colleges