Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lloyd D'Monte

Cranbourne East,Victoria

Summary

I am passionately driven by helping people in all areas of health. I have many years experience as an 'appointment setter' and am eager to enhance my knowledge and skills that will not only help my career progression, but those around me.

Overview

8
8
years of professional experience

Work History

Customer Relationship Officer

TSA Australia
Melbourne , Vic
04.2018 - Current
  • Developed customer service policies and procedures to ensure consistent and professional customer interactions.
  • Provided technical assistance to customers in order to resolve their inquiries or complaints quickly and efficiently.
  • Conducted regular reviews of customer feedback, identified areas for improvement, and implemented changes accordingly.
  • Maintained detailed records of customer interactions, transactions, comments, and complaints.
  • Identified opportunities to upsell products or services to existing customers.
  • Assisted with the development and implementation of marketing campaigns targeted at current customers.

Mortgage Broker

A&C Finance Group
Melbourne , Vic
04.2017 - 06.2019
  • Created and maintained relationships with clients to ensure successful loan transactions.
  • Analyzed financial information, credit reports and appraisals to determine mortgage eligibility.
  • Provided guidance on the selection of loan products best suited for clients' needs.

Education

Advanced Diploma - Finance

The National Finance Institute
Melbourne
04-2017

Skills

  • Account Management
  • Strong interpersonal skills
  • Schedule Management
  • Feedback collection
  • Sales proficiency

Timeline

Customer Relationship Officer

TSA Australia
04.2018 - Current

Mortgage Broker

A&C Finance Group
04.2017 - 06.2019

Advanced Diploma - Finance

The National Finance Institute
Lloyd D'Monte