Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jennifer Evans

Ashmore,QLD

Summary

Experienced Mobile Banking Manager with strengths in risk analysis, credit assessment, and lending compliance. Proven ability to deliver quality credit solutions while ensuring customer satisfaction and meeting settlement deadlines. Results-driven banking professional with over 30 years in retail and small business lending. Expertise in financial reporting and relationship management. Committed to exceeding client expectations and providing exceptional customer service.

Overview

28
28
years of professional experience

Work History

Mobile Banking Manager

ME Bank
Brisbane , QLD
01.2016 - Current
  • Mobile Lender - current responsibilities include Retail Lending interviews, application submissions, providing quality credit and risk solutions. Ability to analyze clients' company, trust, and personal tax returns for application purposes. Meeting clients expectations and settlement deadlines. Provide excellent customer service and support to other banking units to ensure customer satisfaction and repeat business.

Retail and Small Business Lending Manager

Suncorp Bank
Gold Coast , QLD
06.2010 - 01.2016
  • Retail and Small Business Lending Manager- responsibilities include Retail and Small Business lending submissions, Ability to analyse clients Company, Trust and Personal Taxation Returns. Provide a range of personal and small business solutions to clients. Ensure clients expectations are met with settlement timeframes. Ensure Banks risk and compliance expectations are met.

Premier Client Manager

Suncorp
Gold Coast Corporate Ctr Bundall , QLD
01.2004 - 02.2006
  • Manage a base of over 250 Premier Clients (top 5%) for Suncorp Bank through proactive contact management, with the aim of growing contribution to profit, identifying opportunities, and implementing financial solutions. Achieve sales growth and budgets. Build and maintain relationships with key areas within the Bank to ensure delivery excellence in end-to-end service.

Retail Lending Manager Development Finance

Suncorp
Gold Coast Corporate Ctr Bundall , QLD
01.1998 - 12.2003
  • Process residential and investment lending submissions for local and overseas investors insuring that the Banks Credit Policies were met and client requirements and expectations were satisfied. Submit proposals on completed development projects to recommend Bank exposure levels to be written within funded development sites. Accept loan proposals from a team of Brokers - assess and process as per Banks guidelines. Work alongside Property Finance Dept and Business Banking units, accepting referrals and assisting their client needs when requested with Retail Lending solutions and facilities. Meet with Marketing Agents to build rapport and gain referral business.

Education

High School Diploma -

Macarthur Girls School
Parramatta, NSW
11-1979

Skills

  • Risk analysis
  • Credit assessment
  • Lending compliance
  • Financial reporting
  • Portfolio management
  • Customer relationship management

I am a dedicated customer service professional with our 35 years experience in Financial Service Industries I specialise in providing tailored home loan solutions that deliver the best outcome for all my clients What sets me apart in the home loan industry is my extensive knowledge and experience in both the Retail and Small Business sector with over 30yrs lending experience I offer personalised service and a stress free home loan experience I am a dedicated, hardworking and motivated with stong analytical and problem-solving capabilities My ultimate goal is to help achieve the great Australian dream of home ownership by providing an exceptional service experience, resulting in strong customer relationships, customer loyalty, and repeat business

References

References available upon request.

Timeline

Mobile Banking Manager

ME Bank
01.2016 - Current

Retail and Small Business Lending Manager

Suncorp Bank
06.2010 - 01.2016

Premier Client Manager

Suncorp
01.2004 - 02.2006

Retail Lending Manager Development Finance

Suncorp
01.1998 - 12.2003

High School Diploma -

Macarthur Girls School

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Jennifer Evans