Jaydan Forseti
Happy Valley,SA
Summary
Competent Credit Analyst bringing a wealth of experience in analyzing documentation to determine the level of risk involved. Offering excellent time management and interpersonal skills and a desire to work for a leasing and financial company.
Overview
8
8
years of professional experience
Work History
Credit Analyst
Perks
01.2023 - Current
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Made decisions and recommendations about extending lines of credit.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Worked with multiple high volume credit clients, requiring keen attention to detail
- Improved backend processing allowing fast outcomes for clients
Reporting Analyst
Westpac Bank
10.2020 - 12.2022
- Improved existing reporting by researching data sources, compiling data and designing output.
- Produced quality reports formatted in compliance with data quality standards.
- Prepared monthly ad hoc reporting in alignment with client needs.
- Resolved variances in performance reports through root cause analysis and review of internal performance reports.
Capability and Quality Lead
Westpac Bank
10.2018 - 10.2022
- Documented nonconforming material and reported to appropriate team leaders for review and assessment.
- Maintained service records, coordinated repairs and oversaw preventive maintenance of manufacturing equipment.
- Revised and drafted policies and procedures to address deficiencies comprehensively.
- Advised and led process improvement team with deliberation, leadership and strategic planning.
- Implemented new training and onboarding strategies
Data Analyst
Westpac Bank
01.2017 - 10.2018
- Produced monthly reports using advanced Excel spreadsheet functions.
- Identified, analyzed and interpreted trends or patterns in complex data sets.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Utilized data visualization tools to effectively communicate business insights.
Budget Analyst/Customer Engagement Specialist
MyBudget
01.2016 - 01.2017
- Handled high volume of engagements and fast pace of cloud computing market.
- Developed long-term partnerships to support strategic customers in key market segments.
- Complied with corporate policies and promoted and followed company initiatives.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Handled customer inquiries and suggestions courteously and professionally.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Updated account information to maintain customer records.
Education
Bachelor of Business (Financial Planning) - Business
University of South Australia
Adelaide, SA12.2026
Asset Finance Course - Finance
Brokerversity
Online07.2023
Commercial Finance Course - Finance
Brokerversity
Online07.2023
Diploma of Finance & Mortgage Broking Management -
Entry Education
Online12.2022
Certificate of Management - Business Management
Advanced Innovation Group Pro Excellence
Online12.2022
Skills
- Collateral Valuation
- Information Verification
- Intricate Policy Knowledge
- Background Checks
- Customer Service
- Financial Data Analysation
- Credit Decisions
- Document Verification
- Financial Statement Review
- Complete Applications
- Advanced Excel Spreadsheet Functions
- Data Tracking Applications
Timeline
Credit Analyst
Perks
01.2023 - Current
Reporting Analyst
Westpac Bank
10.2020 - 12.2022
Capability and Quality Lead
Westpac Bank
10.2018 - 10.2022
Data Analyst
Westpac Bank
01.2017 - 10.2018
Budget Analyst/Customer Engagement Specialist
MyBudget
01.2016 - 01.2017
Bachelor of Business (Financial Planning) - Business
University of South Australia
Asset Finance Course - Finance
Brokerversity
Commercial Finance Course - Finance
Brokerversity
Diploma of Finance & Mortgage Broking Management -
Entry Education
Certificate of Management - Business Management
Advanced Innovation Group Pro Excellence
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