Summary
Overview
Work History
Skills
References
Timeline
Generic

Sara Douglass

Summary

I am Highly efficient in established, fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.


Overview

13
13
years of professional experience

Work History

Lending Associate

Bluerock Finance
09.2021 - 09.2023
  • Completing and submitting loan application documents
  • Researching lender policy and procedures
  • Following up clients, lawyers, bank lenders, assessing loan checklists, and order property evaluations
  • Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.

Associate CRT Equipment Finance Hub / PPSR

NAB
06.2017 - 09.2021
  • Preparing Equipment Finance Documentation.
  • Ability to interpret policy and decide on the appropriate classification of assets, providing excellent support and advice with a focus on compliance, policy, and procedure.
  • Answering all phone and email inquiries within set service level agreements; resolving issues directly and attending to administration duties
  • Improved CRT department efficiency by streamlining documentation processes and recordkeeping.

Operations Coordinator (Transactional, Leasing and Lending)

NAB
03.2015 - 06.2017
  • Motivating and inspiring the team through effective coaching and performance management to meet and exceed business expectations
  • Providing point of contact for Bankers to ensure their service expectations are being met/exceeded and to facilitate the timely resolution of tasks/escalations,
  • Streamlined operations by implementing efficient processes and procedures.
  • Boosted productivity by establishing effective communication channels between departments.

Senior Team Member Account Maintenance (Corporate and Institutional Servicing)

NAB
08.2010 - 03.2015


  • Opening new accounts, funds transfer through to closures
  • Assisting customers in a timely manner, via both email and phone
  • Investigating transactional enquiries using multiple NAB systems

Skills

  • Data Entry
  • Time Management
  • Customer Engagement
  • Experience in a call centre environment
  • Sound computer literacy skills
  • Problem Solving and Investigating skills
  • Ability to form relationships with internal and external stakeholders
  • Driven to constantly meet and exceed expectations of others
  • Ability to prioritise workload

References

  • Rachael O’Hayon, Director – Bluerock Finance, 0403 262 232, rachohayon@gmail.com
  • Sarah Bailey, Team Lead Advisors - NAB, 0407 914 449, Sarah.X.bailey@nab.com.au

Timeline

Lending Associate

Bluerock Finance
09.2021 - 09.2023

Associate CRT Equipment Finance Hub / PPSR

NAB
06.2017 - 09.2021

Operations Coordinator (Transactional, Leasing and Lending)

NAB
03.2015 - 06.2017

Senior Team Member Account Maintenance (Corporate and Institutional Servicing)

NAB
08.2010 - 03.2015

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Sara Douglass