Rajni Choujar
Concord,NSW
Summary
This extremely driven and goal-oriented Remediation Analyst demonstrates strong communication, analytical, and change management skills. Proactive and creative problem solver who consistently exhibits commercial success, flexibility, and time management skills. Showcase and deliver continual improvements by streamlining processes and getting rid of waste, making sure that every interaction benefits the company and the customer. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
Work History
Analyst
KPMG Australian Services Pty Ltd. (KPMG)
11.2018 - 12.2020
- Project NASA is a remediation project assessing the advice provided by the financial advisers
- As a part of the project, currently, I was working as Data request analyst\File Prep analyst with an expertise in client’s system
- Core responsibilities Technical and functional expertise in client’s data applications
- Investigating, analysing numbers and query resolutions
- Training and guidance to new team members
- Involved in designing/setting up of file classification process for the project
- Conducting quality checks for machine classified files
- Reviewing and classifying documents for the client`s files
- Adding notes when require to highlight the advice and product types
- Retrieving data for case assessor from appropriate systems
- Retrieving application forms, rollover forms, transaction statements, asset allocations and insurance details
- Ad-hoc duties and act as a support team to the case assessors
- Managing central mail box and taking appropriate actions to the requests
- Communicating with internal and external stakeholders
- Discussing and solving the issues arise in the process.
Document Retrieval Administrator
Commonwealth Bank of Australia
08.2016 - 10.2018
- This role sits in the Advice Review and Remediation Programme
- I am responsible for following the day-to-day operational processes and producing the core deliverables within the Document Retrieval team
- My deliverables assist and contribute to the overall operational success of the Advice Review and Remediation program
- Core responsibilities Ensure productive transition of paper based customer data to CBA’s SAP system
- Identifying customers for advice review program
- Updating customer details in line with current SOP’s
- Rectify and update advice data with no anomalies as well as organise and manage daily workflow
- This includes updating and archiving client information
- Provided guidance, assistance as well as sharing best practices with team members
- Catalogue, classify and/or scan physical documents in accordance to standard operating procedures Conduct quality assurance and checks to ensure minimal errors and quality outcomes Assist in the distribution function (including file picks, batching, box movements)
Operations Review Associate
Commonwealth Bank of Australia
08.2017 - 10.2017
- Operations Review Associate role is responsible for delivering the financial advice assessment team with a clear and complete file that enables them to make a fair and consistent assessment
- This function involves collating key pieces of data and documents from multiple systems and sources in order to create a profile of the entire history of a client
- Core responsibilities Sourcing key client data and documentation from various in-house CBA applications: COMMSEE Coin Coin Deleted Insight, CFS, My Investor Call, Life400, C Flow Collating client files in accordance with the approved Standard Operating Procedures and Quality Assurance standards
- Assessing client eligibility, documentation, and ensuring requirements have been catered
- Utilising the Case Assessment Tool (CAT) to capture clear and concise client profiles enabling cases assessors to perform their function without the need for rework
- Allocating and reindexing of work to other program Work closely with other program stakeholders identifying and troubleshooting any process gaps or workflow issues – ensure all items identified are well documented and presented/communicated to management
- Effectively communicate with customers, peers, stakeholders and managers within ARP program as well as wider Group
- Demonstrate professional maturity and effective time management.
Customer Relations & Administrator
ANG Home Loans Pty Ltd.
01.2016 - 05.2016
- Customer service for mortgages and personal loan customers
- Offering products and services to new clients as well as cross selling and up selling various retail and insurance products to existing clients
- Administration of all customer correspondence
- Identify and develop business opportunities for the Company’s creative solution
- Ensuring customer data is current and correct
- Data Entry & Cataloguing client & non-client files.
Administrator Wealth Management
Commonwealth Bank of Australia
08.2015 - 09.2015
- Transition of paper based customer data to CBA’s SAP system
- Identifying customers for advice review program
- Updating customer details in line with current SOP’s
- Ensuring Rectifying anomalies data is updated with no anomalies
- Exceeding set targets on a daily basis as per set KPI’s
- Organise and manage daily workflow and the archive of boxes and client information
Education
AML & CTF Online Training programs -
In House
Diploma in Financial Planning (RG146) -
TAFE NSW, St George College Kogarah
Sydney, Australia01.2009
Bachelor in Administration -
Punjab University
01.1986
Skills
- Analytical Skills: Ability to analyse customer’s data requirement and deliver reports as per agreed SLA
- Investigative skills and ready to learn approach: Ability to deep dive and investigate issues
- Due Diligence in dealing with client data, maintaining its confidentiality and understanding the sensitivity involved
- Self-Motivated: Proactive in identifying and resolving issues, ability to manage conflicting tasks to achieve targets
- Communication Skills: Strong interpersonal and communication skills – both verbal and written
- Strong Product and Process knowledge: Comprehensive knowledge of financial and non-financial products and administration operations
- Strong Technical Skills: understanding of BIZAGI (work management system), SharePoint, MS Office (Excel, Word, etc), Doc share, Data applications of client, Comm Bank Applications
- Documentation and Reporting
- Process Improvements
- Data Research and Validation
- Data Integrity Assurance
- Attention to Detail
- Teamwork and Collaboration
- Flexible and Adaptable
References
REFERENCES WILL BE PROVIDED UPON REQUEST
Timeline
Analyst
KPMG Australian Services Pty Ltd. (KPMG)
11.2018 - 12.2020
Operations Review Associate
Commonwealth Bank of Australia
08.2017 - 10.2017
Document Retrieval Administrator
Commonwealth Bank of Australia
08.2016 - 10.2018
Customer Relations & Administrator
ANG Home Loans Pty Ltd.
01.2016 - 05.2016
Administrator Wealth Management
Commonwealth Bank of Australia
08.2015 - 09.2015
AML & CTF Online Training programs -
In House
Diploma in Financial Planning (RG146) -
TAFE NSW, St George College Kogarah
Bachelor in Administration -
Punjab University
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