Summary
Overview
Work History
Education
Skills
Certificates And Awards
Certification
Timeline
Generic

Robyn Strickland

Summary

Having over 35 years experience in the Banking & Financial Services sector and over a number of various positions from Branch Manager, Lending Manager, Business Development Manager, Credit Manager and Mortgage Management positions, I am looking for a change. I have kicked many goals in the banking arena. I am mature, have an excellent command of English language, grew up in an era of respect for others, am friendly and can play in a team. I am looking for a role in Credit, Loan Writing, Customer Service, Sales, Loan Processing.Call Centre.

Overview

36
36
years of professional experience
1
1
Certification

Work History

Lending Associate

Pepper Money
12.2022 - 02.2024
  • Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.


Outbound Sales Calls


Assist with Inbound calls when required.


Prequalifying Customers for home loans, SMSF & Commercial Loans.


Liaising with Customer Care , Credit, Personal Loans and Asset Finance.


Credit Officer and Admin Assistant

Aquamore
07.2021 - 09.2022
  • Ordering Valuations, Ordering Veda, Completing Searches on Companies and Clients, Checking files prior to handover to DLA holder, Assisting the Sales team by preparing promotional Packs and sending to venues Australia Wide, General Office Duties, Loan Processing in Finpower

Broker assistant

Origin Home Loans
11.2020 - 01.2021

Loan processing

La Trobe Financial
11.2019 - 05.2020

Mortgage Processing

Resimac
11.2017 - 09.2018
  • Contract Role – Mat leave

Mortgage Manager

Amo – Bankstown
05.2016 - 05.2017
  • Writing SMSF Loans for Direct Clients, Analysing Credit on Consultants Loans, Inputting the Loan Applications into Lenders System (Generally Apply online or Loan Net.), Dealing with AMO White Label Products: Advantedge, Adelaide Bank, Pepper, La Trobe & Liberty, Initial sale of AMO Products to Direct Clients by phone and allocating the Sale to a Loan Writer to complete the application based on location

Mortgage Manager

Iden – Parramatta
09.2015 - 05.2016
  • Broker Hotline, assisting Mortgage Brokers with Scenarios and finding solutions within the White Label Product Suite, Products included: Advantedge, Adelaide Bank, Pepper, LaTrobe and Resimac, Assisting Brokers write SMSF Loans, Assisting Brokers with Commercial inquiries, Assisting Credit Dept analyse Submissions from Brokers, Inputting into Lenders systems, Liaising with Lenders, Valuers, Solicitors and Brokers, Following loan through until settlement

Mortgage Manager

Australian First Mortgage – Homebush
09.2011 - 09.2015
  • Set up and man the Broker scenario hotline, assisting brokers find a solution within the AFM Product Suit, Liaise with Lenders in the suite Advantedge, Adelaide Bank, ING, Pepper, LaTrobe , Resimac and Commercial Funders Think Tank, Merchant Mortgages, Paramount Mortgages, ABL & Redzed, Assist brokers write SMSF Loans, Assist Brokers write Commercial Loans, Business Development Manager, presenting to Groups of Brokers from 1 on 1, speed date sessions and PD days up to 300 in a room

Mortgage Manager

Yes Home Loans – Chatswood
05.2010 - 09.2011
  • In House Broker for Yes Home Loans calling existing clients and rewriting home loans from a book purchased by Yes from Challenger and GE

Commercial BDM

Plan Australia
02.2008 - 04.2010
  • Assist Brokers within Plan to write Commercial Loans within the Plan panel of Lenders, Attend PD days, Organise Commercial BDMs from Plan Lending Panel to attend and present to the group, Liaise with the Lenders on Panel to find the appropriate product for the Broker and their customer

Commercial Manager

Australian First Mortgage – Homebush
01.2007 - 01.2008
  • Assist brokers write Commercial Loans within the panel of Lenders

Commercial Business Development Manager

IMB – Wollongong
01.2005 - 01.2007
  • Promote IMB's Commercial Product to Brokers within the Aggregator Groups, Assist Brokers write IMB Commercial loans and Residential Loans

National Acceptance Manager

St George Bank
01.2000 - 01.2005
  • Analyse Credit submissions and approve with DLA of $2 mill, Assess and approve loans outside St George Policy upon merit, Liaise with Group Credit, Fraud dept, Mortgage insurers, Solicitors, Branch Lenders and Brokers, Ensure St George was not exposed due to risk but maintain a solid lending portfolio based on exceptions

Credit Manager

Citibank
01.1998 - 01.2000
  • DLA held $500k, Approve Residential loans within DLA for both Citibank customers and Broker introduced business, Liaise with Group Credit, Fraud dept, Mortgage insurers, Solicitors, Branch Lenders and Brokers

Various Positions

St George Bank
01.1988 - 01.1998
  • Branch Duties, Branch training Officer, Lending training Officer, Branch Manager, Secondments to Credit

Education

High School Diploma -

Peakhurst High School
Sydney NSW
11.1973

Skills

  • The ability to assess Self employed loans, ie Sole Trader, Partnership, Company and Trusts
  • Full understanding of SMSF Loans and the ability to write SMSF Loans for Clients
  • Full understanding of NCCP, AML, KYC and Privacy Act
  • Held DLA with St George Bank Branch and Broker Unit to $750K PAYG & Self Employed
  • Held DLA with St George Bank, National Acceptance unit $2 Mil PAYG & Self Employed
  • Held DLA with Citibank Credit $500K

Certificates And Awards

  • Cert 1V (Finance/Mortgage Broking Management)
  • Diploma of Financial services (Finance/Mortgage Broking Management)
  • Initial Pack from MFAA Completed July 2017
  • IMB Top Gun Award Dec 2006
  • BDM Challenge Plan Choice & Fast July 2008 Best Individual BDM 4th Place.
  • Train the Trainer Ithica Technical College 1993

Certification

Dip Finance & Broking


Cert 1v Finance

Timeline

Lending Associate

Pepper Money
12.2022 - 02.2024

Credit Officer and Admin Assistant

Aquamore
07.2021 - 09.2022

Broker assistant

Origin Home Loans
11.2020 - 01.2021

Loan processing

La Trobe Financial
11.2019 - 05.2020

Mortgage Processing

Resimac
11.2017 - 09.2018

Mortgage Manager

Amo – Bankstown
05.2016 - 05.2017

Mortgage Manager

Iden – Parramatta
09.2015 - 05.2016

Mortgage Manager

Australian First Mortgage – Homebush
09.2011 - 09.2015

Mortgage Manager

Yes Home Loans – Chatswood
05.2010 - 09.2011

Commercial BDM

Plan Australia
02.2008 - 04.2010

Commercial Manager

Australian First Mortgage – Homebush
01.2007 - 01.2008

Commercial Business Development Manager

IMB – Wollongong
01.2005 - 01.2007

National Acceptance Manager

St George Bank
01.2000 - 01.2005

Credit Manager

Citibank
01.1998 - 01.2000

Various Positions

St George Bank
01.1988 - 01.1998

High School Diploma -

Peakhurst High School
Robyn Strickland