Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Rhonda McCallum

Summary

Results-driven Home Finance Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

35
35
years of professional experience

Work History

Home Finance Manager

Westpac Group
06.1996 - Current
  • Conducted comprehensive financial analyses for clients, enabling them to make informed decisions regarding home financing options.
  • Established strategic partnerships with local businesses to create cross-selling opportunities for both parties.
  • Identified potential fraudulent activities within loan applications, safeguarding company assets through vigilant risk assessments.
  • Built rapport with clients through excellent communication skills, resulting in increased referrals and repeated business opportunities.
  • Increased loan application approvals by developing strong relationships with clients and providing personalized financial guidance.
  • Presented various home financing options to customers, tailoring solutions based on individual needs and financial goals.
  • Conducted regular audits of loan files, ensuring compliance with federal regulations and minimizing institutional liability.
  • Coordinated with real estate agents, attorneys, and title companies to streamline closing procedures and enhance overall customer experience.
  • Managed the entire loan origination process from application to closing, consistently exceeding customer expectations.
  • Mentored junior team members, enhancing their skills in home financing products and client relationship management.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Customer Service Representative

Westpac Group
07.1993 - 06.1996
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services, and company information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.

Bank Teller Supervisor

Westpac Group
07.1992 - 06.1993
  • Improved customer satisfaction by efficiently managing teller transactions and addressing customer inquiries.
  • Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.
  • Counted cash drawers and made bank deposits.
  • Managed risk effectively by monitoring teller activities, ensuring compliance with banking regulations and policies.
  • Strengthened internal controls through diligent adherence to audit requirements, leading to consistently satisfactory audit results for the branch.
  • Reduced errors in transactions by providing ongoing training and coaching to bank tellers on best practices.

Bank Teller

Westpac Group
04.1989 - 06.1992
  • 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.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.

Education

No Degree - Banking Services

Kaplan Diploma
Sydney, NSW
07.2020

High School Diploma -

Kirrawee High School
Kirrawee, NSW
10.1987

Skills

  • Property valuation
  • Loan Origination
  • Retirement planning
  • Portfolio Management
  • Asset Allocation
  • Financial Software Proficiency
  • Refinancing Strategies
  • Financial Coaching
  • Mortgage Expertise
  • Staff Training and Development
  • Conflict resolution techniques
  • Customer Service
  • Willing to Learn

Additional Information

Have recently completed a four month Secondment with St George as a Regional Executive and maintained excellent relationships with the team in that time. Improved the level of Mortgage Quality and Coaching for the staff, as the expertise held in the Lending System, Policy and Compliance, assisted in helping the Team.

Timeline

Home Finance Manager

Westpac Group
06.1996 - Current

Customer Service Representative

Westpac Group
07.1993 - 06.1996

Bank Teller Supervisor

Westpac Group
07.1992 - 06.1993

Bank Teller

Westpac Group
04.1989 - 06.1992

No Degree - Banking Services

Kaplan Diploma

High School Diploma -

Kirrawee High School

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Rhonda McCallum