Currently working within the finance industry for 3+ years. Developing knowledge on the fundamentals of consumer analysis and mortgage operations. I'm self-motivated and determined to challenge myself within this career path.
Overview
4
4
years of professional experience
Work History
Business Support Officer - Secondment
St George Bank
09.2023 - Current
Supporting officer for BDM's and State lead.
Liaising with brokers via email/phone to support their queries on settlement and assessment related matters.
Supporting BDM's with day-to-day arrangements and complex inbox tasks.
Manage complaints raised via broker channels.
Organise invites and setup events for BDM webinars/events.
Review excel reporting on broker/BDM financials.
Critical Settlements Escalation Officer
St George Bank
11.2021 - 09.2023
End of line support for critical settlements, ensuring urgent settlements are completed within their timeframe
Direct contacts to BDM's, SGM's, Brokers & Lenders to support with settlement escalations and enquiries
Incorporating credit guidelines and criteria in day-to-day tasks
Experience in multiple settlement applications including CLAS, HOGAN, ECM, PEXA, ATOMS, SALESFORCE & OBP
Case management/IU for critical settlements due next/same day
Premium & Lending Connect Specialist
St George Bank
03.2020 - 11.2021
Specialist in consumer lending support for existing home loans
Process & approve credit card/personal loan applications
Analyzing consumer profiles for risk assessment in new credit card & personal loan applications
Negotiating fixed & variable interest rates
Supporting consumers with general and complex home loan enquiries.