Summary
Overview
Work History
Education
Skills
Timeline
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LIAM HENSHAW

Summary

Dynamic Personal Banking Consultant with a proven track record at Macquarie Group, specializing in customized mortgage solutions and client satisfaction enhancement. Expertise in Salesforce and relationship management facilitates the resolution of complex financial inquiries, while successful team training initiatives drive improvements in service delivery and compliance

Overview

7
7
years of professional experience

Work History

Administration Consultant

ElitePropertyFinance
01.2025 - Current
  • Located information or reports needed by underwriters, assisting with approval or denial decisions.
  • Developed calling program and prospect list to solicit new business relationships.
  • Requested credit reports, reference checks and information needed to evaluate loan applicant.
  • Compiled vital financial data on customer assets, salaries and employment statuses.
  • Received and responded promptly to inquiries and requests from customers and other bank personnel.

Personal Banking Consultant - Home Loans

Macquarie Group
10.2023 - 11.2024
  • Specialize in assisting clients with their mortgage (residential and commercial) financing needs.
  • Mitigate throughout inquiries to understand their situation regarding property ownership goals.
  • Providing in-depth knowledge of mortgage products and lending options.
  • Customizing solutions, application progression, and post-settlement inquiries.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions on all mortgage products, which require loan maintenance.
  • Trained new employees on banking products, services, and compliance standards, fostering a knowledgeable workforce.

Banking Specialist

Commonwealth Bank
05.2021 - 08.2023
  • Delivered exceptional customer service with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Reduced burden on personnel by advocating for online and mobile banking applications, educating customers on ways to use and benefit from technologies
  • Maximized customer satisfaction and increased sales opportunities with relationship-driven strategies
  • Computed financial fees, interest and service charges on loan products
  • Resolved customer issues, addressing account problems and discrepancies.

Office Administrator

Elite Property Finance
04.2018 - 05.2023
  • Located information or reports needed by underwriters, assisting with approval or denial decisions
  • Developed calling program and prospect list to solicit new business relationships
  • Requested credit reports, reference checks and information needed to evaluate loan applicant
  • Compiled vital financial data on customer assets, salaries and employment statuses
  • Received and responded promptly to inquiries and requests from customers and other bank personnel.

Sales Associate

Rebel Sport
01.2020 - 04.2021
  • Demonstrated selling experience in fast-paced, service-oriented retail setting whilst delivering polished and professional sales presentations to individual clients and groups
  • Captured sales through effective product demonstrations and persuasive communication skills to overcome objections
  • Adapted to changing priorities and unexpected situations with calm demeanor
  • Exceeded quotas frequently with continuous product pushes and attention to customer needs.

Sales Representative

H&M Hennes & Mauritz
01.2019 - 02.2020
  • Captured sales through effective product demonstrations and persuasive communication skills to overcome objections
  • Exceeded sales objectives to capture new leads and customers
  • Overcame objections with successful product demonstrations and persuasive communication skills
  • Investigated and resolved reported customer issues for improved customer satisfaction
  • Trained new employees on company customer service policies and service level standards.

Education

Bachelor of Business - Accounting -

Griffith University
Brisbane, QLD

High School -

Saint Pius X College
Chatswood, NSW

Skills

  • Microsoft Excel, Word, PowerPoint, OneNote, and Power BI
  • SAP, Salesforce, Siebel, DataNav, PEGA, WIB, JIRA, Loan IQ, Biz Core
  • KYC, AML/CTF, and EDCC Shadowing
  • HBA CPD 2022/2023 in Life RG206, RBS CSN FY23 RG146 Tier 2, and RG206 Consumer Credit (CPD)
  • In-Life Home Loan Maintenance Accreditation
  • Certificate II & III in Financial Services (2021)
  • RBS Tier 2 Compliance Solution, Tier 2 Accreditation

Timeline

Administration Consultant

ElitePropertyFinance
01.2025 - Current

Personal Banking Consultant - Home Loans

Macquarie Group
10.2023 - 11.2024

Banking Specialist

Commonwealth Bank
05.2021 - 08.2023

Sales Associate

Rebel Sport
01.2020 - 04.2021

Sales Representative

H&M Hennes & Mauritz
01.2019 - 02.2020

Office Administrator

Elite Property Finance
04.2018 - 05.2023

Bachelor of Business - Accounting -

Griffith University

High School -

Saint Pius X College
LIAM HENSHAW