Jake Laredo
Morisset,NSW
Summary
Experienced with financial transaction management, ensuring accurate and timely settlements. Utilizes strong analytical abilities to resolve discrepancies and ensure compliance with regulatory standards. Track record of effective collaboration and maintaining high standards of accuracy and efficiency.
Overview
6
6
years of professional experience
Work History
Settlement Officer
NGM Group
Newcastle, NSW
03.2025 - Current
- Initiated proactive problem-solving measures by anticipating potential challenges within the settlement process and taking appropriate action.
- Conducted comprehensive research on property titles, identifying potential issues that could impact the success of a transaction.
- Balanced multiple priorities while maintaining high-quality service levels by effectively allocating resources and managing time constraints.
- Provided excellent customer service by addressing concerns promptly and professionally.
- Managed high-volume caseloads, prioritizing tasks to meet tight deadlines and maintaining attention to detail.
Lending Specialist
Community First Bank
Gorokan, NSW
07.2022 - 03.2025
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
- Streamlined the lending process for clients, guiding them through document preparation and submission requirements.
Personal Banking Specialist
Community First Bank
Edgeworth, NSW
11.2020 - 07.2022
- Collaborated with team members to achieve monthly sales targets consistently, contributing to overall branch success.
- Conducted targeted marketing campaigns geared towards specific client segments leading to an increase in product adoption rates.
- Reduced fraud risks by meticulously monitoring account activity and promptly reporting any suspicious transactions or patterns.
- Proactively identified opportunities for cross-selling products and services, increasing overall revenue for the branch.
Forklift Operator
All Staff Agency
Warnervale, NSW
08.2019 - 10.2020
- Safely loaded and unloaded trucks using appropriate forklift attachments, reducing the risk of accidents or injuries.
- Kept warehouse clean and organized by removing debris and returning unused pallets to designated areas.
- Improved warehouse efficiency by skillfully operating forklifts to move, locate, and stack materials.
- Wrapped pallets in plastic wrap and attached merchandise tags to prepare for shipping.
Education
Certificate IV - Financial Services
Australian College of Commerce & Management
Sydney, NSW08.2022
Year 12 -
Tuggerah Lakes Secondary College
The Entrance, NSW11.2018
Skills
- Loan Servicing
- Documentation Review
- Credit analysis
- Loan Origination
- Customer Service
- Attention to Detail
- Analytical and Critical Thinking
Timeline
Settlement Officer
NGM Group
03.2025 - Current
Lending Specialist
Community First Bank
07.2022 - 03.2025
Personal Banking Specialist
Community First Bank
11.2020 - 07.2022
Forklift Operator
All Staff Agency
08.2019 - 10.2020
Certificate IV - Financial Services
Australian College of Commerce & Management
Year 12 -
Tuggerah Lakes Secondary College