Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Shu (Susie) Shen

Mascot,New South Wales

Summary

With a goal-oriented mindset and strong teamwork skills, I contributed as a Junior Loan Officer at Thinktank, helping to improve customer service standards and support process improvements.


In this role, I honed my skills in loan servicing and documentation review, with a strong emphasis on compliance and risk management, playing a key part in maintaining high service quality. I specifically assisted senior loan officers with Direct Debit inputs and generating Final Statements for discharged customers.

Overview

1
1
year of professional experience

Work History

Junior Loan Officer

John Rubinchtein
05.2024 - Current

The Junior Loans Support Officer (JLSO) supports the Loans Support Team and Senior Loans Support Manager (SLSM) to maintain ThinkTank’s customer service standards and service quality. The JLSO will ensure all customer enquiries (post settlement) are actioned accurately, professionally and within service level agreements (SLA) driving customer focused outcomes. It is highly critical to this role that individuals have strong attention to detail whilst attending to a large volume of work.


Key Accountabilities:
Loans Support (Post-Settlement):
Respond to customer inquiries within SLA guidelines. Manage loan processes including insurance updates, loan term expirations, discharges, and variations. Maintain accurate customer records and liaise with third parties as needed.


Customer Focus: Deliver excellent customer service and meet SLAs. Support customer retention efforts and assist with online portal usage.


Risk Management: Ensure compliance with regulatory standards and escalate credit risks.


Teamwork & Process Foster positive relationships with stakeholders and contribute to process improvements.


Skills & Experience: in credit customer service and strong systems knowledge (banking, Excel). Strong communication skills and attention to detail.


Key Relationships: :

Credit officers, Managers.
External: Brokers, clients, solicitors.

Education

Actuarial Science And Computer Science

University of New South Wales
Sydney, NSW
12-2027

Skills

  • Goal oriented
  • Loan servicing
  • Teamwork and collaboration
  • Documentation review
  • Loan processing

Accomplishments

Junior Young Physicist Tournament (2023) - National Silver Medallist


Bonus reward in July and December after performance review at Thinktank (2024)


Languages

Chinese (Mandarin)
Native or Bilingual

Timeline

Junior Loan Officer

John Rubinchtein
05.2024 - Current

Actuarial Science And Computer Science

University of New South Wales
Shu (Susie) Shen