Louise Dale

My day-to-day duties included;

• Working remotely since early 2020
• Data Entry of all loan applications to both Astute & Bank systems
• Making & taking calls from clients & dealing with all aspects of their loan application progression
• Assisting all clients with their loan process from the very start to the finish, involving booking and finalising settlements.
• Liaising with Solicitors, Conveyancers Settlement Agents (FMS, MSA, Legal Stream) and Lenders.
• Computing (using Word, Office, Excel, Outlook, pages, numbers & all aspects of a Mac)

My day-to-day duties included;

• Data Entry of all loan applications to both Astute CRM & Bank systems
• Making & taking calls from clients & dealing with all aspects of their loan application progression
• Computing (using Word, Office, Excel, Outlook, pages & all aspects of a Mac)
• Meeting & Greeting Clients
• General Reception Tasks

My day-to-day duties included;

• Setting up and organising old and new display stands
• Ordering and replenishing stock
• Mobile and worked at multiple stores, eg: Big W, Local Newsagency's

My day-to-day duties included;

• General running of the office consisting of Administration Duties, Answering Phones, Computing (using Word, Office, Excel & Outlook), Filing, Updating & Using Excel Spreadsheets, Meeting & Greeting Clients, General Reception Tasks, Loan Interviews, Loan Applications, Loan Funding, Direct Debits & Rejections, Chattel Inspections & Debt Collections.

The following outlines the positions & duties held whilst working for the Commonwealth Bank;

Teller

Customer Service Officer

Personal Banker

Personal Lender/Relationship Officer

My day-to-day duties included;

• Cash handling
• Customer service
• Looking after customers everyday needs
• Referring customers to personal bankers
• Providing referrals to financial services and lenders as require
• Customer relations and sales
• Account handling (opening and closing accounts)
• Tele-consulting and Mini-Finaps
• Meeting and exceeding Home Loan targets
• Proactively networking to obtain new leads
• Cross-selling at every opportunity
• Building of a relationship with Home Loan clients from time of approval through to settlement/funding