Samkeerthya (Sam) Kantipudi
North Parramatta,NSW
Summary
Efficient professional with over 1 year of experience in financial processing adept at completing tasks with productivity and precision. Specialise in loan documentation review, client communication, and regulatory compliance to ensure smooth operations. Excel in time management, problem-solving, and adaptability, fostering positive outcomes in fast-paced environments.
Overview
3
3
years of professional experience
Work History
Assistant Loans Officer
Associated Loans and Finance
Parramatta, NSW
11.2023 - Current
- Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
- Educated clients on various types of home financing options available in order to help them make an informed decision about their mortgage needs.
- Checked applicant credit, personal references and employment histories.
- Examined and verified information in loan application and closing documents.
- Reviewed credit reports and income documentation to determine borrower eligibility.
- Attended industry related seminars and webinars to stay updated on current market trends and changes in government regulations pertaining to home financing products.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
Customer Service Representative
Oporto
Schofields, NSW
11.2021 - 07.2022
- Promoted available products and services to customers during service, account management and order calls.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Provided exceptional customer service to ensure customer satisfaction.
- Updated system with order specifics and customer details, preferences, and billing information.
- Developed positive relationships with customers through friendly interactions.
- Mentored junior team members and managed employee relationships.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Completed day-to-day duties accurately and efficiently.
Education
Bachelor of Business - Banking And Finance
University of Technology Sydney
Sydney, NSW11-2026
Macarthur Girls High School
Parramatta, NSW11-2023
Skills
- Documentation review
- Credit evaluation
- Teamwork
- Adaptability
- Follow-up procedures
- Customer communication
- Professionalism
- Time management abilities
- Problem-solving aptitude
- Data entry
- Filing systems
- Written communication
Affiliations
- Meditating
- Yoga
- Reading
Languages
English
Native/ Bilingual
Telugu
Native/ Bilingual
References
References available upon request.
Timeline
Assistant Loans Officer
Associated Loans and Finance
11.2023 - Current
Customer Service Representative
Oporto
11.2021 - 07.2022
Bachelor of Business - Banking And Finance
University of Technology Sydney
Macarthur Girls High School
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