Dedicated professional known for strong interpersonal skills and effective communication in client support. Delivered insights and solutions in financial services, fostering relationships that drive customer satisfaction and loyalty.
Overview
5
5
years of professional experience
Work History
Products Specialist
Liberty Financial
Melbourne, VIC
09.2024 - Current
Supported business partners with policy guidance throughout loan application processes to ensure compliance and clarity.
Analysed credit data of BP clients to assess risk for loan applications.
Reviewed financial statements to determine borrower creditworthiness.
Guided brokers in comprehending financial products, services, and processes to enhance client interactions.
Collaborated with underwriting and brokers to develop tailored lending solutions that met client needs.
Cafe Manager and Barista
Railway 9 Cafe
Melbourne, VIC
02.2023 - 09.2024
Managed daily cafe operations, enhancing service quality and customer satisfaction.
Monitored inventory levels and coordinated supply orders to support seamless operations.
Implemented cash handling procedures for accurate transactions and financial reporting.
Directed day-to-day cafe operations, upholding efficiency and quality standards.
Built relationships and engaged with customers through use of effective interpersonal and people skills.
Senior Property Marketing Adviser
Preston Baker
Leeds, West Yorkshire
09.2021 - 12.2022
Guided clients through property buying and selling processes.
Guided clients in exploring mortgage options and financing solutions to facilitate informed decisions.
Cultivated strong client relationships through proactive and effective communication.
Delivered market insights that informed and influenced client decision-making.
Maintained comprehensive knowledge of local real estate trends.
Utilised CRM systems to track client interactions and follow-ups.