Georgia Duncan
Turramurra,Australia
Summary
Finance graduate with experience in home loan product development, mortgage retention, and financial analysis at Macquarie Bank. Skilled in optimizing loan offerings, benchmarking market trends, and building stakeholder relationships. Proven ability to enhance customer retention by addressing refinancing concerns and loan modifications. Strong analytical and problem-solving skills, with a keen eye for market research and product strategy. Previous experience as a sports coach has developed leadership, teamwork, and motivational abilities.
Overview
4
4
years of professional experience
Work History
Finance Graduate
Macquarie Bank
02.2024 - Current
- Analyses, develops, and optimises home loan products to ensure competitiveness and profitability.
- Cultivate strong connections with essential stakeholders.
- Benchmark home loan offerings against competitors to ensure competitiveness.
- Liaise with sales, marketing, and operations teams to improve product communication and distribution.
Home Loan Retention Consultant
Macquarie Bank
02.2023 - 02.2024
- Proactively contact existing mortgage customers to assess satisfaction and offer retention solutions.
- Address concerns about interest rates, loan terms, or refinancing options.
- Help customers navigate rate adjustments (e.g., from fixed to variable rates).
- Identify at-risk borrowers and work on solutions to prevent loan defaults.
Finance Intern
Macquarie Bank
12.2022 - 02.2023
- Track and report competitor loan rates and offerings.
- Identify customer pain points in the mortgage application process.
- Work closely with product managers, analysts, and marketing teams.
Sports Coach
St Aloysius' College
08.2022 - 02.2023
- Developed team strategies to improve performance in competitions.
- Provided guidance on physical conditioning activities such as stretching exercises.
- Analysed opponent strategies and performances to prepare competitive game plans.
- Suggested exercise modifications to individual athletes to avoid strain and injury.
Sports Coach
Ravenswood School for Girls
03.2021 - 02.2023
- Assessed athlete's strengths and weaknesses to create individualised development plans.
- Worked closely in training capacity with fellow student-athletes during off-season.
- Educated athletes in rules, strategies, sportsmanship and performance principles.
- Motivated athletes through positive reinforcement and constructive feedback.
Education
Applied Finance
Macquarie University
Sydney, NSW07-2024
High School Diploma -
Pymble Ladies College
12-2020
Skills
- Statistical Data Analysis
- Customer Engagement
- Project Coordination
- Teamwork Proficiency
- Strategic Problem Resolution
- Dedicated Professionalism
Affiliations
MACQUARIE UNIVERSITY CLUBS
- Member of Women in Banking (WiBF)
- Member of the Macquarie University Business Analytics Club - Mubac
- Member of Macquarie University Women's Collective
Accomplishments
Pymble Ladies' College Sports Scholarship recipient
AWARDS
- Performance Scholarship - Sport Recipient
- World Schools Athletics Championship title - France 2017
- Pymble Elite Sportswomen Program (PESP)
- Blue - Athletics Award 2014, 2015, 2016, 2018, 2019
- Recipient: Gold Athletics Award 2017, Recipient
LEADERSHIP POSITIONS
- Athletics (Field) Captain - 2020
- Inglehomle House Vice-Captain - 2020
Timeline
Finance Graduate
Macquarie Bank
02.2024 - Current
Home Loan Retention Consultant
Macquarie Bank
02.2023 - 02.2024
Finance Intern
Macquarie Bank
12.2022 - 02.2023
Sports Coach
St Aloysius' College
08.2022 - 02.2023
Sports Coach
Ravenswood School for Girls
03.2021 - 02.2023
Applied Finance
Macquarie University
High School Diploma -
Pymble Ladies College
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