Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
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Jay Thapar

Melbourne,VIC

Summary

Personable and dedicated Customer Service Representative with extensive experience. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

8
8
years of professional experience

Work History

Fraud Analyst

NAB
07.2024 - Current
  • Answer incoming calls from consumers who want to report unauthorised credit card transactions.
  • Examine and document instances of fraud in NAB systems.
  • Examine and evaluate transactions to find any unusual activity.
  • When necessary, report and escalate fraud situations to the appropriate teams.
  • Assist clients in protecting their accounts and eliminating additional fraud.
  • Observe NAB procedures and keep abreast of fraud prevention recommendations.

MORTGAGE BROKER

Loan Gallery
01.2023 - 01.2024
  • Created and maintained relationships with clients to ensure successful loan transactions.
  • Analyzed financial information, credit reports and appraisals to determine mortgage eligibility.
  • Provided guidance on the selection of loan products best suited for clients' needs.
  • Verified accuracy of all documentation prior to submission to underwriting department.
  • Reviewed existing policies, procedures and regulations related to mortgage lending industry.
  • Ensured compliance with state and federal laws governing mortgage lending operations.
  • Performed regular follow-ups on loan applications in order to meet deadlines.
  • Served as liaison between borrowers and lenders and collaborated with both parties to obtain optimal loans for home purchases.

SALES CONSULTANT

Metricon Homes
01.2022 - 08.2022
  • Developed and implemented comprehensive marketing plans to increase sales of residential properties.
  • Provided detailed advice on the current real estate market conditions, pricing and terms of sale.
  • Maintained accurate records of all client interactions and follow-up activities.
  • Assisted clients with completing paperwork associated with the purchase of a home.
  • Responded promptly to inquiries from customers regarding residential property listings.

SALES ASSOCIATE

Metricon Homes
01.2019 - 01.2022
  • Meeting and greeting customers upon their arrival
  • Maintaining the consultants CRM (DATABASE)
  • Using DocuSign to Get Paperwork Signed & Submitting the paperwork
  • Making House & Land Packages
  • Taking customer leads and the following up on the leads
  • Maintaining display and office to company standards
  • Ensure that all sales documentation and paperwork is completed to high standard within required timeframes
  • Support customers through the sales cycle from initial quote, presenting tenders to variations.

SALES ASSOCIATE

Fairhaven Homes
07.2018 - 08.2018
  • Assisting with paperwork and meeting and greeting customers as they enter the display
  • Taking details of the customer and entering into the system
  • Calling the Database to touch base and to Follow up
  • Maintaining the Display and the office
  • Updating the House & Land Packages
  • Ordering Supplies for the office.

SALES ASSOCIATE

AGL
01.2018 - 05.2018
  • Door to door sales
  • Working in a team of 15 people
  • Providing best service to customers
  • Hitting my given targets.

Education

Diploma - Finance & Mortgage Broking

Real Estate Academy Australia
Melbourne, VIC
04.2023

Diploma - Hospitality

ASLI
02.2018

Diploma - Accounting

Australasia Polytechnic College
Melbourne, VIC
02.2017

High School Diploma - undefined

Apeejay College
04.2015

Skills

  • Sales
  • Customer service
  • Teamwork
  • Meeting and greeting customers
  • CRM management
  • Paperwork management
  • Database management
  • House & Land Packages
  • Follow-up
  • Office maintenance

LANGUAGES

Hindi: Professional
Punjabi: Professional

Timeline

Fraud Analyst

NAB
07.2024 - Current

MORTGAGE BROKER

Loan Gallery
01.2023 - 01.2024

SALES CONSULTANT

Metricon Homes
01.2022 - 08.2022

SALES ASSOCIATE

Metricon Homes
01.2019 - 01.2022

SALES ASSOCIATE

Fairhaven Homes
07.2018 - 08.2018

SALES ASSOCIATE

AGL
01.2018 - 05.2018

Diploma - Hospitality

ASLI

Diploma - Accounting

Australasia Polytechnic College

High School Diploma - undefined

Apeejay College

Diploma - Finance & Mortgage Broking

Real Estate Academy Australia

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Jay Thapar