Kellie Scott
Hillbank,Australia
Summary
Detail-oriented and analytically driven professional with extensive experience in investigations-style administration, evidence handling, structured reporting, and stakeholder communication. Skilled in interviewing, compliance, documentation analysis, and managing sensitive information. Seeking to support SAPOL officers by delivering high-quality case management, factual reporting, and investigative support. Detail-oriented professional with expertise in client engagement and compliance management. Proven ability to analyze financial documentation and ensure regulatory adherence, supporting informed decision-making and fostering trust.
Overview
24
24
years of professional experience
Work History
Portfolio Manager
Pinion Finance & Advisory
Adelaide, SA
12.2024 - Current
- Reviewed financial documentation, trust deeds, and legal structures for accuracy and discrepancies.
- Gathered, analysed, and verified client information supporting consultant decision-making.
- Prepared structured briefs, factual summaries, and investigative-style reports.
- Interviewed clients to clarify information and resolve inconsistencies.
- Managed highly confidential documentation in line with privacy and compliance procedures.
- Coordinated complex case files ensuring procedural accuracy and audit readiness.
Mortgage Broker
Accelerate Financial Services
Beverley, SA
10.2023 - 10.2024
- Conducted thorough assessments of clients' financial situations to identify suitable mortgage options.
- Established and maintained strong relationships with clients through effective communication and personalized service.
- Reviewed and analyzed financial documentation for completeness and accuracy during loan processing.
- Guided clients through the mortgage application process, ensuring clarity and ease of understanding.
- Collaborated with real estate agents and other professionals to facilitate smooth transactions.
- Ensured all loan processes complied with regulatory requirements and internal policies.
- Managed a pipeline of loan applications, prioritizing tasks for timely processing and approval.
Residential Mortgage Broker
Mayfair Finance
Adelaide , SA
01.2021 - 10.2023
- Managed end-to-end documentation, compliance workflows, and regulated financial assessments.
- Conducted client interviews to verify financial information and clarify discrepancies.
- Prepared detailed written summaries, application briefs, and compliance reports.
- Maintained strict confidentiality handling sensitive personal, legal, and financial information.
- Identified risks, resolved inconsistencies, and ensured regulatory compliance.
Member Relationship Consultant & Home Loan Specialist
People’s Choice Credit Union
01.2002 - 01.2021
- Handled sensitive member information across high-volume service environments.
- Conducted structured interviews to assess needs and verify documentation.
- Reviewed documents and prepared factual notes supporting decision-making.
- Maintained accurate administrative and compliance records.
- Supported internal projects including testing, leadership assistance, and staff training.
Education
Diploma of Finance & Mortgage Broking Management -
AAMC Training
Adelaide, SA09-2022
Certificate III & IV in Financial Services -
People’s Choice Credit Union
Adelaide, SA06-2014
Certificate in Customer Servicing in Financial Institutions -
People's Choice Credit Union
Adelaide07-2009
Graduate Certificate in Agrifinance & Risk Management -
La Trobe University
OnlineSkills
- Investigative administration
- Report and brief preparation
- Client engagement and interviewing
- Compliance and record management
- Analytical thinking
- Communication skills
- Attention to detail
- Time management
- Financial analysis
- Customer relationship management
- Problem solving
- Mortgage processing
- Team collaboration
- Documentation and reporting
Hobbies and Interests
- Community volunteering
- Walking & driving adventures
- Event organising
- Camping
References
References available upon request.
Timeline
Portfolio Manager
Pinion Finance & Advisory
12.2024 - Current
Mortgage Broker
Accelerate Financial Services
10.2023 - 10.2024
Residential Mortgage Broker
Mayfair Finance
01.2021 - 10.2023
Member Relationship Consultant & Home Loan Specialist
People’s Choice Credit Union
01.2002 - 01.2021
Diploma of Finance & Mortgage Broking Management -
AAMC Training
Certificate III & IV in Financial Services -
People’s Choice Credit Union
Certificate in Customer Servicing in Financial Institutions -
People's Choice Credit Union
Graduate Certificate in Agrifinance & Risk Management -
La Trobe University