Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Sonali Dhir

Ingle Farm,SA

Summary

Proven professional with a track record of strategic thinking and negotiation expertise, honed at Westpac Banking Corporation. My experience in handling financial transactions and ensuring compliance in the banking sector has prepared me to excel in managing financial records, conducting audits, and supporting financial planning efforts. I am committed to continuous learning and growth, aiming to contribute to a dynamic accounting team that values precision and integrity.

Overview

6
6
years of professional experience

Work History

Settlement Officer

Westpac Banking Corporation
08.2022 - Current
  • Verifying documents and checking mortgage applications to credit assess securities to confirm they meet all lending requirements and meet internal policy and any external regulatory requirements.
  • Analysing information about customers and examining references, credit ratings and other information against predetermined policy standards.
  • Contacting financial and credit institutions to obtain information about customers.
  • Preparing papers setting out conditions of credit and loans, rates of repayment and loan periods, and providing information about customers' standing to financial and credit institutions.
  • Administrating and maintaining various documents, may include printing, monitoring, tracing, indexing and maintaining loan documents.
  • Effectively solving customer's settlement and post settlement requirements. Using sound judgement and decision making in the process. authorising the approval of credit and loan applications and recommending credit and loan conditions and limits

Payroll Specialist

Study Solutions
11.2020 - 05.2022
  • Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
  • Provided customer service to employees regarding payroll inquiries and issues.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.

Customer Service Representative

Residential Connections/Compare the Market
07.2018 - 11.2020
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.

Education

Masters of Accounting And Finance -

Deakin University
Melbourne, VIC
11.2017

Bachelors of Commerce -

Panjab University
India
08.2015

Skills

  • Strategic Thinking
  • Negotiation expertise
  • Interpersonal abilities
  • Technical knowledge
  • Problem-Solving
  • Attention to Detail
  • Multitasking Abilities
  • Organizational Skills
  • Organization and Time Management

References

Nikoletta Dosani

Team leader at Westpac

0432 505 995


Steven King

Manager at Westpac

0433 600 053

Timeline

Settlement Officer

Westpac Banking Corporation
08.2022 - Current

Payroll Specialist

Study Solutions
11.2020 - 05.2022

Customer Service Representative

Residential Connections/Compare the Market
07.2018 - 11.2020

Masters of Accounting And Finance -

Deakin University

Bachelors of Commerce -

Panjab University

Similar Profiles

CREATE PROFILE
Sonali Dhir