Georgie Jackson
Lakelands,WA
Summary
Motivated, energetic, and driven professional with six years of experience in the banking industry, who thrives in a fast-paced, high-pressure environment. Strong administrative skills, attention to detail, excellent communication, and a consistent focus on delivering outstanding results. Ready and eager to make a valuable impact in a new role.
Overview
7
7
years of professional experience
Work History
Home Loan Associate
BNZ - Bank of New Zealand
04.2023 - 04.2025
- Communicated daily with customers, lenders, brokers, and solicitors to coordinate the completion of home loan settlements.
- Managing/tracking multiple home loan settlements per day. Auditing loan documentation and customer information, and ensuring loan documents are sent out, completed accurately and returned within appropriate timeframes.
- Prioritising conflicting deadlines with professionalism and in a calmly manner. Strong ability to maintain organisation and communication amidst rapid workflow demands.
- Having to be efficient and quick to recognise and resolve issues. Ensuring successful outcomes and professional experiences for our customers.
- Onboarding personal customers, businesses, and trust entities while following strict identification policy guidelines.
Personal Banker
ASB - Bank
01.2022 - 04.2023
- Evaluated and managed unsecured lending, including personal loans, credit cards, debt consolidations and home loan top-ups.
- Completed financial reviews and recommended products to customers based off their financial goals and needs.
- Required strong communication and organisational skills.
Customer Banking Consultant
ASB - Bank
02.2019 - 01.2022
- Resolved customer inquiries and complaints, ensuring satisfaction and compliance with banking regulations.
- Cash handling and counting, as part of daily branch audits.
- Onboarding new customers.
- Recognised customer needs and connected them with financial specialists.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
Customer Banking Consultant
BNZ (Bank of New Zealand)
10.2018 - 02.2019
- Resolved customer inquiries, cash handling/counting. Deposits/withdrawals.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
Education
Lending Accreditation
ASB - Bank
Unsecured Lending01-2022
Diploma in Business Studies
Ara Institute of Canterbury
Diploma in Marketing
Ara Institute of Canterbury
01-2017
Skills
- Excellent communication
- Teamwork and collaboration
- Microsoft programmes
- Time management
- Problem solving
- Multitasking capacity
- Adaptability
- Reliable and professional
- Customer service excellence
- Attention to detail
- Document management
- Loan processing
- Client onboarding
- Complaint handling
- Compliance auditing
Timeline
Home Loan Associate
BNZ - Bank of New Zealand
04.2023 - 04.2025
Personal Banker
ASB - Bank
01.2022 - 04.2023
Customer Banking Consultant
ASB - Bank
02.2019 - 01.2022
Customer Banking Consultant
BNZ (Bank of New Zealand)
10.2018 - 02.2019
Lending Accreditation
ASB - Bank
Diploma in Business Studies
Ara Institute of Canterbury
Diploma in Marketing
Ara Institute of Canterbury
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