Jordan Norris

Rotation 1: Commercial Banking - Professional Services & Diversified Portfolio

• Use financial analysis skills to undertake annual reviews of customers and provide credit reports outlining strengths and risks of customers.

Rotation 2: Commercial Operations, Controls & Monitoring

• Sort and analyse all incident data provided from monitoring teams to provide insights into the business units incidents as well as creating packs outlining the incident management process.

Rotation 3: Property Finance & Construction - Bank SA

• Create property risk models for property finance customers and review tenancy schedules, lease agreements and valuations.

Rotation 4: Lending & Origination, Consumer Mortgages

• Propose changes to credit policy to simplify and create a greater customer experience while managing risk to the group. This involved stakeholder management to ensure risk appetite is acceptable and delivery of changes is completed in a time efficient manner.

• Process home loan applications from end-end for broker referred customers.
• Manage a large pipeline of applications with short settlement timeframes.
• Build strong relationships with brokers and provide an excellent customer experience.

• Assess member personal loan applications.
• Strong understanding of policies and lending regulations.
• Ensure credit applications are completed with high attention to detail.

• Inbound and outbound calls with members.
• Sell various insurance products.
• Provide an excellent member experience