Katie Powter
Sefton
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Businesses Specialist's
Commonwealth wealth bank
Sydney
08.2021 - Current
- Assisted in developing strategies to increase customer satisfaction levels.
- Provided technical support for customers in resolving complex issues.
- Developed and implemented specialized procedures for customer service operations.
- Reviewed documents for accuracy prior to submission
- Maintained accurate records of customer interactions and feedback.
- Coordinated with other departments to ensure efficient workflow processes.
- Participated in ongoing training and compliance activities.
- Identified needs of customers promptly and efficiently.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Maintained positive working relationship with fellow staff and management.
- Identified areas for improvement
- Assisted customers with account transfers, balance inquiries, and other banking transactions.
- Identified customer needs and referred them to appropriate departments or resources for further assistance.
- Developed strong relationships with clients by responding to their questions and concerns in a timely manner.
- Performed additional duties as assigned by supervisor or manager.
- Answered incoming calls from customers, providing customer service and resolving customer inquiries.
- Verified customer identity according to bank policy prior to processing any transaction requests.
- Helped customers complete withdrawals, deposits and transfers as well as open new accounts and obtain balance information.
- Navigated multiple computer systems and applications and utilized search tools to find customer information.
- Identified transaction errors when debits and credits did not balance.
- Balanced daily cash deposit accounts.
- Processed term deposits, retirement savings plan contributions, within processing time limits.
- Composed, typed, and mailed statements and correspondence related to accounts.
- Completed day-to-day duties accurately and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Updated and maintained databases with current information.
Lending Specialist
Cash stop
Maroubra
08.2015 - 08.2021
- Reviewed customer financial information to determine eligibility for loans.
- Assisted customers in understanding loan terms and conditions.
- Generated weekly reports summarizing key metrics associated with the portfolio performance.
- Prepared and submitted loan documents to relevant parties for review and approval.
- Developed relationships with customers to ensure satisfaction with services provided.
- Investigated customer complaints related to loan servicing errors or omissions.
- Monitored the performance of existing loans by analyzing cash flows, collateral values, and other factors affecting repayment obligations.
- Analyzed customer credit reports and financial statements to assess risk profiles.
- Ensured adherence to all applicable laws, regulations, policies, procedures governing lending activities.
- Developed loan contracts and explained contract terms to clients.
- Approved or denied loan applications and explained reasoning behind decisions.
- Updated client account information and records in company databases.
- Set up debt payment plans based on client credit, income and assets.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Verified client financial information to determine creditworthiness and loan eligibility.
Education
High School Diploma -
Tempe High School
Tempe, NSW10-2005
Skills
- Customer service
- Data entry
- Customer relationship management
- Communication skills
- Team collaboration
- Attention to detail
- Time management
- Problem solving
- Task prioritization
- Teamwork and collaboration
- Team building
- Organizational skills
- Friendly, positive attitude
- Transaction processing
- Document management
- Script adherence
- Microsoft outlook
- Call center operations
- Multi-task management
- Call escalation
- Call center experience
- Product knowledge
- Credit adjustments
- Key stakeholder relationship building
- Call center procedures
- Filing
- Inbound and outbound calling
- Microsoft Excel
- Microsoft PowerPoint
- Loan processing
- Regulatory compliance
- Cash handling
- Financial analysis
Timeline
Businesses Specialist's
Commonwealth wealth bank
08.2021 - Current
Lending Specialist
Cash stop
08.2015 - 08.2021
High School Diploma -
Tempe High School