Summary
Overview
Work History
Education
Skills
Timeline
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Kate Morey

Glenroy,NSW

Summary

Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

15
15
years of professional experience

Work History

Lending Specialist

Bendigo Bank
Wodonga, VIC
05.2018 - Current
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Proactively identified solutions for customers experiencing credit issues.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.

Insurance Specialist

RACV
Wodonga, VIC
01.2016 - 04.2018
  • Researched and resolved routine and complex issues.
  • Processed eligibility and benefits verification and authorization requests.
  • Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
  • Followed up on denials, late payments, extensions and other special circumstances.
  • Presented insurance options to customers in order to close sales on new policies.
  • Acted as subject matter expert, answering internal and external questions and inquiries.
  • Communicated effectively with members of operations, finance and clinical departments.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

Brand and Marketing Manager

Pernod Ricard Winemakers
Rutherglen, VIC
06.2013 - 06.2016
  • Continually maintained and improved company's reputation and positive image in markets served.
  • Oversaw preparation of marketing copy, images, videos, emails and other collateral.
  • Built and strengthened strategic relationships with vendors, advertising agencies and leading [Industry] partners.
  • Established, initiated and optimized business development strategies based on company targets, product specifications, market data and budget factors.
  • Captured new customers by optimizing business strategies and launching products to diversify offerings.
  • Evaluated consumer preferences and behaviors, combined with market trends and historical data, to adjust and enhance campaigns.
  • Directed marketing projects through conceptual planning, schedule management and final implementation.
  • Created printed marketing materials designed to drive campaigns.
  • Developed creative presentations, trend reports, kitted assets, and product data sheets.
  • Enhanced profitability to achieve marketing objectives and drive productivity and growth from concept to implementation.

Advertising Consultant

Regent Cinemas
Albury, Nsw
01.2009 - 06.2014
  • Executed full advertising campaign and research lifecycle to completion, managing external vendors and partnering with internal stakeholders.
  • Contributed to business strategy through in-depth market research to understand opportunities, positioning and financial value.
  • Recommended specific advertising strategies based on company goals, developing individualized plans to generate revenue and build customer base.
  • Produced tables, graphs and reports in support of analytical and research projects.
  • Developed processes to continuously monitor external advertising sphere to identify and deliver relevant insights for businesses.
  • Made outbound calls to existing customers to upsell advertising packages.
  • Created and presented media and advertising packages to prospective customers.
  • Developed sales leads and uncovered new business opportunities through prospecting and cold calling.

Education

High School Diploma -

Xavier High School
North Albury, NSW
12.2000

Skills

  • Complaint Handling
  • Automated Underwriting Systems
  • CRA Lending
  • Loan Processing Coordination
  • Customer Relations
  • Analytical and Critical Thinking
  • Active Listening and Learning
  • Efficient Sales Transactions
  • Loan Portfolio Monitoring

Timeline

Lending Specialist

Bendigo Bank
05.2018 - Current

Insurance Specialist

RACV
01.2016 - 04.2018

Brand and Marketing Manager

Pernod Ricard Winemakers
06.2013 - 06.2016

Advertising Consultant

Regent Cinemas
01.2009 - 06.2014

High School Diploma -

Xavier High School

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Kate Morey