ROOPLE POPLI
Melbourne,AU
Summary
Client centric banking professional with a strong record in financial analysis and verification, proficient with Microsoft Office. I am looking for my next role as a lending officer.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Customer Lending Solutions Associate
NAB
385 Bourke St , Melbourne
06.2024 - Current
- Supported relationship managers and bankers in meeting customer needs and ensuring efficient operations.
- Facilitated detailed credit analysis and financial modeling for various loan processes, including renewals, increases, and decreases.
- Managed the end-to-end lending process, maintaining accountability and stakeholder engagement.
- Assisted in the timely and accurate processing of loan renewals, decreases, and increases.
- Collaborated with the team to drive effective lending operations, contributing to business unit success.
- Developed strong knowledge of lending practices, ensuring a smooth transition to new roles within the organization.
Credit Assessment Officer
ANZ
833 Collins St, Docklands, Victoria
04.2022 - 03.2024
- Evaluated loan applications, including mortgages, for compliance with policy and lending standards.
- Conducted outbound calls to brokers to assess applicants' financial records and ensure alignment with lending requirements.
- Stay updated on regulatory changes and internal lending policies, incorporating insights into decision-making.
- Streamlined document acquisition with brokers and stakeholders for effective application processing.
- Generated actionable recommendations for home loan approvals based on comprehensive assessments.
Data Remediation Analyst
Concentrix
Scoresby, Victoria
04.2021 - 04.2022
- Provided clear recommendations and solutions to help improve the process workflow for customer accounts with Westpac to be remediated accurately and efficiently.
- Ensured that all appropriate mitigation and performance improvement measures were in place and organized tasks to support the delivery route.
- Conducted Know Your Customer (KYC) due diligence, reconciled, and meticulously reviewed records using various systems within Westpac
- Ensured that financial data complied with regulatory requirements and accounting standards, mitigating the risk of non-compliance.
Education
Master of Information Systems and Business Analytics - Information Systems and Business Analytics
Deakin University
Melbourne02.2020
Bachelor of Economics (Hons) - Economics
Delhi University
Delhi05.2017
Skills
- Accurate Data Entry
- Microsoft Excel
- MS Office
- Process Improvement
- Customer Service
- Data Entry
- Mortgage lending
- Business lending
- Team building
References
Available on request
Certification
Currently Enrolled
Timeline
Customer Lending Solutions Associate
NAB
06.2024 - Current
Credit Assessment Officer
ANZ
04.2022 - 03.2024
Data Remediation Analyst
Concentrix
04.2021 - 04.2022
Master of Information Systems and Business Analytics - Information Systems and Business Analytics
Deakin University
Bachelor of Economics (Hons) - Economics
Delhi University
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