Jack Forsyth
Summary
Accurate and dedicated finance officer who has experience in evaluating financial documentation and promotes positive client interactions. Works exceptionally well in fast-paced environments driven by tight deadlines. Employs critical eye toward document details and customer information to avoid errors and promote efficiency.
Overview
6
6
years of professional experience
Work History
Administrative Officer
Universal Mortgage Experts
10.2021 - Current
- Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
- Computerised office activities, maintained customer communications, and tracked records through delivery.
- Maintained accuracy in data entry, ensuring error-free loan applications for faster approvals.
- Improved customer satisfaction by providing timely updates on loan applications and addressing concerns promptly.
- Developed strong relationships with clients, fostering trust and loyalty to retain business long-term.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submissions.
Area Leader
McDonald's
10.2017 - 10.2021
- Worked effectively in fast-paced environments.
- Worked well in a team setting, providing support and guidance.
- Trained new employees on company policies, procedures, and food preparation techniques to ensure consistent product quality.
Education
Certificate IV - Finance & Mortgage Broking
Australia Collage Of Professionals
2023
Certificate III - Business Administration
ET Australia
2022
High School Certificate -
Wyong High School
Wyong, NSW2021
Certificate IV - Retail
NSW Education
2020
Skills
- Documentation Review
- Strong Analytical Skills
- Effective Communication
- Data Collection
- Verbal Communication
- Conflict Resolution Techniques
- Adaptability and Flexibility
- Attention to Detail
- Professionalism and Ethics
- Interpersonal Skills
- Regulatory Compliance Understanding
- Customer Service Orientation
- Data Entry Accuracy
- Teamwork and Collaboration
Accomplishments
- I am a nominee for Central Coast Group Training Trainee of the Year and Central Coast Group Training Trainee of the Month for August 2023. Additionally, I am a nominee for the upcoming Training organisation of the Year award. I am a hardworking leader with a history of success and results in both my workplace and sporting arena
References
Ryan Jelley - Finance Broker - Previous Manager - 0406 411 760
Brenton Westley - Soccer Coach & Mentor - 0447 521 308
Roger Lee - Local Business Owner (Blue Gum Smash) - Lifelong family friend - 0421 928 794
Timeline
Administrative Officer
Universal Mortgage Experts
10.2021 - Current
Area Leader
McDonald's
10.2017 - 10.2021
Certificate IV - Finance & Mortgage Broking
Australia Collage Of Professionals
Certificate III - Business Administration
ET Australia
High School Certificate -
Wyong High School
Certificate IV - Retail
NSW Education
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