Morgan Roil

• Process loan applications efficiently, ensuring compliance with regulatory guidelines and lender requirements.
• Review and verify borrower documentation, enhancing accuracy of financial assessments and approvals.
• Collaborate with underwriters to address discrepancies, improving communication and reducing processing delays.
• Utilize loan processing software to streamline workflows, enhancing operational efficiency across the department.
• Review existing clients rate and ensure home loan maintenance and accuracy with interest rates
• Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
• Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
• Set up and completed loan submission packages.
• Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
• Managed multiple loans simultaneously ensuring timely completion of each task assigned without compromising on compliance or quality standards.
• Maintain comprehensive records for all loans processed, ensuring data integrity and facilitating audits when necessary.

I completed all of the above tasks, just within a another broker network at Loan Market, before moving teams to work independently for Dantur Pty Ltd.

I worked 1 year in the office setting in Victoria before my family and I relocated back to QLD. When I relocated One Network had trouble finding a replacement for my position that was up to scratch, so this is when my remote work began.

• Managed front desk operations, ensuring efficient guest check-in and check-out processes.
• Assisted visitors with inquiries, providing exceptional customer service and resolving issues promptly.
• Coordinated appointment scheduling, optimizing staff availability and client satisfaction.
• Maintained accurate records of appointments and communications using club management software.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Answered phone promptly and directed incoming calls to correct offices.
• Handled cash transactions and maintained sales and payments records accurately.
• Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
• Corresponded with clients through email, telephone, or postal mail.

• Processed customer transactions efficiently and accurately, enhancing service quality.
• Educated customers on banking products, fostering informed financial decisions.
• Managed cash handling procedures to ensure compliance with security standards.
• Resolved customer inquiries promptly, improving overall satisfaction scores.
• Collaborated with team members to achieve branch goals and enhance workflow efficiency.
• Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Reconciled cash drawer and resolved discrepancies.

During this period, whilst also attending High School, I completed a school based traineeship programme. The programme had me working at a Westpac retail branch one day per week and full time over school holidays. Upon completing my school based traineeship, this then lead to my full time employment with Westpac upon also graduating from high school. I also obtained my certificate 3 in Business Administration.