Work & collaborate with Relationship Managers on deal structuring and packaging of deals
Utilised effective communication and relationship building skills to assist Relationship Managers and clients representatives via phone and email
System transformation project work (integration from legacy platform to new platform)
Data review and analysis for senior management, to further enhance operational efficiencies across the deal lifecycle.
Mortgage Credit Analyst
Macquarie Bank
07.2019 - 10.2023
Cash flow and financial statement analysis
Responsible for the assessment and decisioning of residential loan applications for new and existing clients under a Delegated Lending Authority (DLA)
Reviewed application documents for completion and accuracy and verifying capacity to service within Macquaries policy and regulatory requirements
Liaised with internal and external stakeholders such as Credit Managers, Business Development Managers and Solicitors
Communicating with Brokers and Broker Assistants to workshop applications and convey credit decisions
Analysed the information provided by borrowers such as income, assets, employment and their credit worthiness
Utilised effective communication and relationship building skills to assist brokers and borrower representatives via phone and email.
Home Loan Settlements Officer
Macquarie Bank
10.2019 - 07.2021
Assisting solicitors and internal stakeholders with the settlement of home loans
Training and coaching of new starters in my team
Leading and managing the implementation of new processes to internal and external stakeholders (Including creating procedures and supporting documentation)
Engaging with multiple internal and external stakeholders for any Settlement related queries and escalations.
Customer Success Executive
Bottomline Technologies
11.2018 - 10.2019
Role created to complement my Bachelor of Commerce, with a three pointed focus on customer experience (CX), revenue objectives and the future of Bottomline Technologies
Design and facilitate customer feedback touch-points, in order to reshape the customer journey
Collect and analyse market and customer data to measure company performance
Create and deliver continuous improvement activities that contribute to an increase in customer satisfaction.
The Comfort Group "SleepMaker" - National Relation at The Comfort Group 'Sleepmaker'The Comfort Group "SleepMaker" - National Relation at The Comfort Group 'Sleepmaker'