Ian Targett

Regional Australia Bank

08.1995 - 09.2024

Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Maintained strict confidentiality of bank records and client information.
Submitted loan applications to underwriter for verification and recommendations.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Developed strong relationships with customers through high levels of customer service.
Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Ensured compliance with all federal and state regulations throughout the loan origination process.
Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
Advised clients on mortgage, education and personal loans.
Conducted thorough credit analysis to minimize risk exposure for the financial institution.
Improved loan processing efficiency by streamlining application procedures and documentation requirements.

Summary