Rebecca Bell
Mount Martha,VIC
Summary
A hard working, versatile individual who enjoys a challenge, enthusiastic and highly motivated with14 years of Financial Services experience including Risk Management, Regulatory Reporting and Finance & Insurance. From my experience I have the ability to manage a large volume of work and complete to a high standard, prioritizing when needed. I am personable and work well within a team. I also have the ability to create and maintain strong business relationships due to my experience working with customers and internal stakeholders.
Overview
14
14
years of professional experience
Work History
Customer Service and Support Officer
Mornington Peninsula Shire
08.2024 - Current
- First point of contact for resolving customer queries in a professional manner whilst adhering to key performance indicators.
- Receive and process customer requests for service into the Council's customer request system.
- Ensuring that customer requests are resolved in an efficient and effective manner and escalated if required.
- Maintain confidentiality on appropriate matters and adhering to Council's policies in respect to providing and receiving information.
- Ensuring that correct information is provided to customers, contractors and Council Offices. Monitoring of existing systems, databases and procedures to provide correct and up to date information to customer requests.
Operational Risk Analyst/ Regulatory Reporting
Citi Bank
06.2020 - 05.2024
- Oversight and management of daily client money and shortfall calculations, engaging with key stakeholders, business lines, control groups and client asset oversight teams to ensure timely and accurate processing on behalf of the firm
- Prepared and submitted regulatory reports to meet deadlines set by regulator
- Analyzed financial and operational data to ensure compliance with regulatory requirements
- Maintained and updated internal controls to ensure data integrity for regulatory reporting
- Monitored regulatory changes and communicated updates to relevant stakeholders updating procedure documents when necessary
Finance and Insurance Manager
Frankston Toyota
11.2015 - 01.2020
- Analyze credit reports, income verification, and employment history to determine loan eligibility and recommend suitable loan options on an individual basis
- Guide customers through the loan application process, ensuring complete and accurate information is collected for timely approvals
- Secure competitive interest rates and loan structures that align with customer needs and budget
- Explain the benefits and options of gap insurance, extended warranties, tire and dent protection plans, and other F&I products
- Work effectively with lenders to secure loan approvals based on your underwriting recommendations
- Produce and present reports of the department’s performance against set targets to the Dealer Principal
- Implement change and or processes if targets are not being met
Finance and Insurance Manager
Frankston Mitsubishi & KIA
06.2012 - 11.2015
- Analyze credit reports, income verification, and employment history to determine loan eligibility and recommend suitable loan options on an individual basis
- Guide customers through the loan application process, ensuring complete and accurate information is collected for timely approvals
- Secure competitive interest rates and loan structures that align with customer needs and budget
- Explain the benefits and options of gap insurance, extended warranties, tire and dent protection plans, and other F&I products
- Work effectively with lenders to secure loan approvals based on your underwriting recommendations
Customer Service Advisor/ Banking Hall Coordinator
Santander Bank
11.2010 - 11.2011
- First point of contact for customers in branch, therefore had to be friendly and personable whilst also ensuring the branch is working efficiently
- Prioritizing tasks effectively to handle a high volume of inquiries while meeting deadlines
- Ensuring accuracy in all transactions and data entry
- Building rapport and fostering long-term customer relationships
- Identifying customer needs and recommending appropriate financial products and services
Education
A-Levels - History, Business Studies
Down High Grammar School
01.2005
Skills
- Excellent communication and interpersonal skills
- Flexible with the ability to prioritize
- Team player with great interpersonal skills across layers of business
- Excellent time management skills
- Great organizational skills
- Quality controls
- Customer service
- Verbal and written communication
Hobbies and Interests
Crossfit, Reading, Running, Travel, Spending time with my two children
Timeline
Customer Service and Support Officer
Mornington Peninsula Shire
08.2024 - Current
Operational Risk Analyst/ Regulatory Reporting
Citi Bank
06.2020 - 05.2024
Finance and Insurance Manager
Frankston Toyota
11.2015 - 01.2020
Finance and Insurance Manager
Frankston Mitsubishi & KIA
06.2012 - 11.2015
Customer Service Advisor/ Banking Hall Coordinator
Santander Bank
11.2010 - 11.2011
A-Levels - History, Business Studies
Down High Grammar School
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