Saniya Magan
Melbourne,VIC
Overview
4
4
years of professional experience
Work History
Senior Investor Operations Officer
La Trobe Financial
10.2023 - Current
- Reconciling and allocation of Fund bank account transactions and electronic fund transfers.
- Investigation of any outstanding transactions on bank accounts.
- Processing of interest payments to investor accounts, investment redemptions and transfers, interest rate changes, loan discharges and repayments to investors.
- Processing interest allocations, account servicing fees, referrer fees and financier transfers for loans.
- Maintaining and acting as the first line of defence in Anti-Money Laundering by performing regular transactional monitoring and customer due diligence checks.
- Managing the Select Investment product offering including official communication to investors regarding the status of their investments.
- Training and mentoring new employees, ensuring a seamless integration into the team.
Customer Service Representative
National Bank Australia
02.2022 - 09.2023
- Specialised in credit card and fraud related enquires.
- Sympathetic and conscientious communication between stakeholders and colleagues.
- Conducted identity verifications and navigated sensitive customer information.
- Met and exceeded performance metrics including call volume and resolution times.
- Collaborated with cross-functional teams to assist with customer inquiries.
- Maintained accurate customer database and timely data entry.
- Guided customers in product selection by providing detailed service information.
Customer Service Advisor
Australian Taxation Office
07.2021 - 02.2022
- Assisted individuals with lodging and managing their yearly tax return by following legislative guidelines carefully.
- Managed a high volume of calls and emails, whilst multitasking.
- Logged details of customer interactions, transactions, and comments for company reference.
- Adhered to company protocols ensuring compliance on every call.
- Provided personalised service by owning each interaction until resolution.
Skills
- Strong verbal and written communication skills
- Data gathering, documentation and administration
- Experience in Microsoft Office Suite
- Ability to work both independently and collaboratively in a fast-paced environment
- Quickly able to build and maintain rapport with external and internal stakeholders
- Flexibility and adaptability to changing needs, technologies and priorities
- Attention to work quality and detail
- Motivated to achieve greater efficiencies and process innovation
- Positive and enthusiastic attitude in the workplace
Accomplishments
Education: Bachelor of Commerce, majoring in finance (currently in progress)
Awards/Activities: Nominated for the 'Rising Stars Award' at La Trobe Financial (October 2024)
Timeline
Senior Investor Operations Officer
La Trobe Financial
10.2023 - Current
Customer Service Representative
National Bank Australia
02.2022 - 09.2023
Customer Service Advisor
Australian Taxation Office
07.2021 - 02.2022
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