Jordan Fisher
Gold Coast
Summary
Dynamic and result-oriented professional with proven success in lending management, customer service, and team collaboration. Leveraging comprehensive knowledge of financial services and strong analytical skills to drive growth and efficiency. Proven ability to enhance customer relationships and deliver exceptional service. Committed to maintaining a high-quality credit portfolio and promoting workplace safety.
Overview
10
10
years of professional experience
Work History
Mobile Lending Manager
St George Bank
10.2023 - Current
- Advised clients of financial services that could prove to be beneficial.
- Oversaw entire loan process to provide each client received exceptional service.
- Complied with established internal controls and policies.
- Increased new bank relationships with Referrers & Corporate Partners.
- Analyzed financial statements and tax returns.
Lending Manager
St George Bank
03.2022 - 09.2023
- Manage end-to-end loan processes, delivering superior service by addressing client needs in a timely and efficient manner.
- Advise clients on the range of beneficial financial services, utilising my deep understanding of banking products to match client requirements with suitable solutions.
- Ensure strict adherence to internal controls, policies, and regulatory guidelines, protecting both client and bank interests.
- Conduct thorough analysis of financial statements and tax returns, assessing client creditworthiness and risk levels.
- Expand professional network by establishing relationships with Referrers and Corporate Partners, contributing to the bank's business growth.
Lending Assistant
St George Bank
04.2021 - 03.2022
- Provided comprehensive support to Lending Managers, assisting in the development and maintenance of a high-quality home loan portfolio.
- Led the coordination among various stakeholders across multiple stages of loan processes, ensuring smooth and efficient operations.
- Diligently reviewed loan approval and loan documents, verifying consistency and adherence to both internal and external requirements.
- Acted as a liaison between internal bank support teams, lending managers, other banks, borrowers, and various external agencies, fostering effective collaboration and communication.
Customer Service Advisor
St George Bank
06.2020 - 04.2021
- Delivered superior customer service by effectively managing a diverse array of banking services such as deposits, withdrawals, and addressing general inquiries.
- Strengthened customer loyalty and retention by offering personalised service, recognizing individual needs, and proposing suitable banking products and solutions.
- Demonstrated comprehensive knowledge and proficiency in various aspects of home loans, including retention, reviewing, fixing, discharging, and protection, effectively providing informed advice to clients.
Customer Service Specialist
Service NSW
11.2019 - 03.2020
- Processing and providing customer service to all customers, including Licences, Registration, Maritime, Fair Trading, Births, Deaths, Marriages and many other transactions on behalf of other government and non-government agencies.
- Increased efficiency and team productivity by promoting operational best practices.
- I was consistently a high achiever being in the top 5 servers with no errors.
Customer Service Specialist
Commonwealth Bank
07.2018 - 09.2018
- Delivered superior customer service by effectively managing a diverse array of banking services such as deposits, withdrawals, and addressing general inquiries.
- Strengthened customer loyalty and retention by offering personalized service, recognizing individual needs, and proposing suitable banking products and solutions.
- Demonstrated comprehensive knowledge and proficiency in various aspects of home loans, including retention, reviewing, fixing, discharging, and protection, effectively providing informed advice to clients.
Customer Service Advisor
Commonwealth Bank
03.2017 - 07.2018
- Delivered superior customer service by effectively managing a diverse array of banking services such as deposits, withdrawals, and addressing general inquiries.
- Strengthened customer loyalty and retention by offering personalized service, recognizing individual needs, and proposing suitable banking products and solutions.
- Demonstrated comprehensive knowledge and proficiency in various aspects of home loans, including retention, reviewing, fixing, discharging, and protection, effectively providing informed advice to clients.
Customer Service Advisor
Commonwealth Bank
09.2016 - 03.2017
- Delivered superior customer service by effectively managing a diverse array of banking services such as deposits, withdrawals, and addressing general inquiries.
- Strengthened customer loyalty and retention by offering personalized service, recognizing individual needs, and proposing suitable banking products and solutions.
- Demonstrated comprehensive knowledge and proficiency in various aspects of home loans, including retention, reviewing, fixing, discharging, and protection, effectively providing informed advice to clients.
Customer Service Representative
Commonwealth Bank
11.2015 - 09.2016
- Conducted banking transactions accurately and efficiently, including deposits, withdrawals, and currency exchanges.
- Provided superior customer service, addressing clients' inquiries, solving problems, and making product recommendations based on their needs.
- Ensured meticulous cash handling, daily balancing, and verification of transactions, contributing to the branch's operational accuracy.
- Upheld the bank's high security standards, identifying and escalating any suspicious activities or transactions to maintain a secure banking environment.
- Demonstrated exceptional knowledge of banking products and services, offering guidance to customers and educating them on various banking procedures.
Customer Service Representative - School Based Trainee
Commonwealth Bank
12.2013 - 11.2015
- Conducted banking transactions accurately and efficiently, including deposits, withdrawals, and currency exchanges.
- Provided superior customer service, addressing clients' inquiries, solving problems, and making product recommendations based on their needs.
- Ensured meticulous cash handling, daily balancing, and verification of transactions, contributing to the branch's operational accuracy.
- Upheld the bank's high security standards, identifying and escalating any suspicious activities or transactions to maintain a secure banking environment.
- Demonstrated exceptional knowledge of banking products and services, offering guidance to customers and educating them on various banking procedures.
Education
Cert 1, 2, 3 & 4 - Financial Services
TAFE
Coffs Harbour, NSW11.2015
High School Certificate -
Woolgoolga High School
Coffs Harbour, NSW11.2015
Skills
- Loan Processing and Risk Assessment
- Verbal and Written Communication
- Customer Relationship Management
- Attention to Detail
- Strategic Planning and Prioritization
- Collaboration and Teamwork
- Regulatory Compliance and Policy Adherence
- Operational Efficiency
Accomplishments
- Bond University QLD Premier Rugby Union Competition
- NSW Country Rugby Union Championship
- Mid North Coast Axe Men
- Mid North Coast Rugby Representative
- Rugby Captain (Southern Cross University Marlins)
- First Grade Division Rugby Union
- Woolgoolga Soccer Club First Division Representative
Timeline
Mobile Lending Manager
St George Bank
10.2023 - Current
Lending Manager
St George Bank
03.2022 - 09.2023
Lending Assistant
St George Bank
04.2021 - 03.2022
Customer Service Advisor
St George Bank
06.2020 - 04.2021
Customer Service Specialist
Service NSW
11.2019 - 03.2020
Customer Service Specialist
Commonwealth Bank
07.2018 - 09.2018
Customer Service Advisor
Commonwealth Bank
03.2017 - 07.2018
Customer Service Advisor
Commonwealth Bank
09.2016 - 03.2017
Customer Service Representative
Commonwealth Bank
11.2015 - 09.2016
Customer Service Representative - School Based Trainee
Commonwealth Bank
12.2013 - 11.2015
Cert 1, 2, 3 & 4 - Financial Services
TAFE
High School Certificate -
Woolgoolga High School
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