Summary
Overview
Work History
Skills
Languages
Certification
Timeline
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Natalie Romero

Berwick,Vic

Summary

Results-oriented Lender, knowledgeable about wide range of loan products. Professionally works with different customers to meet individual needs and maximize bank revenue. Analytical problem-solver tenacious in pursuing sales opportunities. Attentive Loan Specialist with background in assessing credit history data and finding appropriate solutions perfect for customer needs. Ready for new position where loan evaluation background can be best utilized. Thorough and detail-oriented Loan Officer brings proven expertise in evaluating packages with balanced approach encompassing both risk mitigation and profit goals. Excels at marketing products and developing referral networks to sustain customer base. Specializes in Loan products. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Home Lending Specialist

Bendigo Bank
Beaconsfield, Victoria
07.2014 - Current
  • Provided exemplary level of service to customers to extend relationships for future business opportunities.
  • Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
  • Helped customers open accounts, make deposits, update information and carry out range of routine actions.
  • Supervised team of 5 customer service and front-line personnel, meeting needs of customers.
  • Drove business growth through customer acquisition and quality referrals.
  • Have a demonstrated history of achieving strong sales results.
  • Demonstrated highly developed relationship building skills.
  • Reviewed customer financial information to determine eligibility for loans.
  • Analyzed customer credit reports and financial statements to assess risk profiles.
  • Approved or denied loan applications and explained reasoning behind decisions.

Customer Relationship Manager

Bendigo bank
Beaconsfield , Vic
08.2010 - 07.2014
  • Drove customer escalations to resolution by engaging directly with clients.
  • Provided exemplary level of service to customers to extend relationships for future business opportunities.
  • Prepared documentation, reports and logs to identify and manage sales metrics and support process driven activities.
  • Upheld quality control policies and procedures to increase customer satisfaction.
  • Addressed inquiries from clients and department team members.
  • Helped customers open accounts, make deposits, update information and carry out range of routine actions.
  • Referred customers to business partners based on individual preferences and demographics.
  • Followed and reinforced policies and procedures regulations to keep branch in compliance with standards.
  • Coached and motivated new employees, driving performance development within team.

Customer Service Representative

Bendigo bank
Dingley, Vic
06.2008 - 08.2010
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
  • Developed strong customer relationships to encourage repeat business.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
  • Educated customers on special pricing opportunities and company offerings.

Teller

westpac
Cranbourne, Victoria
04.2003 - 05.2010
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Balanced cash drawers on a daily basis.
  • Cross-sold additional bank products when applicable to meet customer needs.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Followed up on requests from customers in a timely manner.
  • Built and maintained client relationships through quality, personalized interactions.

Skills

  • Regulatory Compliance
  • Complaint Handling
  • Loan File Maintenance
  • Client Interview
  • Credit File Updating
  • Customer Service-Focused
  • Customer Relations
  • Decision-Making
  • Creditworthiness Determination
  • Customer Service
  • Credit History Review
  • Analytical and Critical Thinking
  • Attention to Detail

Languages

English
Professional
Spanish
Professional

Certification

  • Certified FRSA
  • DLA Holder
  • The code of Banking practice
  • AML/CTF Reporting

Timeline

Home Lending Specialist

Bendigo Bank
07.2014 - Current

Customer Relationship Manager

Bendigo bank
08.2010 - 07.2014

Customer Service Representative

Bendigo bank
06.2008 - 08.2010

Teller

westpac
04.2003 - 05.2010
  • Certified FRSA
  • DLA Holder
  • The code of Banking practice
  • AML/CTF Reporting

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Natalie Romero