Sonia Kelly

Settlements Officer:

• Check finance applications that have been submitted by Business Managers to ensure correct and compliant
• Liaise with Business Managers at Dealerships if any errors or missing documents
• Liaise with Credit Department to ensure applications are approved before settling.
• Check other Team Members applications and sign off/approve
• Make any necessary post settlement amendments - asset, guarantor, borrower, payment mode ect.

Project Co-Ordinator

• Test any new datafixes in testing environment to ensure working
• correctly and no further issues arise
• Liaise with Settlements and Contract Admin Team on regular basis to discuss any new errors/issues and report to Vendor
• Be the first point of call when new system went live to help Teams with day to day business.
• Regular meetings with Project Team and Vendor with each new datafix and arrange testing activities
• Report any new issues/Bugs and work with Vendor on root cause

• Work closely with Senior Mortgage Broker
• Collect Supporting Documents from Clients
• Prepare Credit Proposal (loan offer) and send to Clients to accept
• Submit application to Lender
• Track Application through to Settlement
• Liaise with Solicitors, Conveyors, other Open Corp Depts
• Order and track Valuations
• Create and monitor Client files
• Delegate and mentor Support Staff in Philippines
• Daily Teams meetings with other SLA's and Manager
• Daily Teams one on one with Broker
• Create and monitor settlement spreadsheet
• Complete daily tasks
• Ensuring Compliance is adhered to every step of the process
• Keep clients updated with progress of their construction
• Liaise with in house Brokers and third party Brokers during finance application
• Liaise with Builders to discuss any build delays
• Arrange progress payments with Lenders for each build stage completed.

• Contact Clients to arrange appointments with Advisers
• Prepare Record of Advice for Clients
• Prepare paperwork for Client appointments checklists, presentations, file notes, portfolio reports
• Set up Clients in Xplan and populating fact find info
• Update spreadsheets with assets and liabilities
• Liaise with Superfunds to obtain up to date info
• Process mass email mailouts
• Co-ordinate new branding of Company - name change and colours
• Liaise with web designers and write content for new website
• Set up and run social media - facebook, Instagram and linkedin
• Client Loan Applications from Application Stage, through to Settlement
• Preparing, handling and processing Loan Submissions
• Ensuring Compliance is met at every stage in accordance with the National Consumer Credit Protection Act (NCCP)
• Liaising with both Clients, Lenders and Third Parties to ensure smooth and timely Loan Processing
• Keeping up to date with new/amended Policies and Procedures from Lenders and Third Parties
• Marketing existing Clients with any Specials offered by Lenders and Third Parties
• Arranging Discharges and Settlements on behalf of Clients
• Working with Director and Mortgage Brokers to ensure Clients are being kept up to date with all aspects of Loan Application, Process, Settlement and Post Settlements processes
• Assist Junior Brokers with any queries they may have in reference to packaging a deal for a Client, Product Knowledge, Process or Policy Procedures.

• Managing Client Loan Applications from Application Stage, through to Settlement
• Preparing, handling and processing Loan Submissions
• Ensuring Compliance is met at every stage in accordance with the National Consumer Credit Protection Act (NCCP)
• Liaising with both Clients, Lenders and Third Parties to ensure smooth and timely Loan Processing
• Keeping up to date with new/amended Policies and Procedures from Lenders and Third Parties
• Marketing existing Clients with any Specials offered by Lenders and Third Parties.

• Identify Health needs of Customers and recommend most suitable Policy and Fund
• Save Customer money by switching them to a more cost-efficient Policy/Fund
• Increase Customers yearly Benefits and Limits by switching to more suitable Policy/fund
• Upselling to other Verticals within the iSelect Company (ie: Car, Home, Life, Broadband, Utilities).

• Contact Customers who have made an enquiry or applied online for Finance and assist with enquiry or obtain full application
• Follow up with Customers on any missing or incomplete information to assist with Loan Processing
• Contact Customers and offer Insurance, Mortgage Referrals or further Finance
• Work closely with Loan Writers and assist with any follow up/confirmation/approval Phone calls to Customers.

• Daily Management of Team of Six Staff
• Prepare Weekly Team Meetings and Written Agendas
• Training New Team Members, including State Sales Managers
• Collating Sales Results/Reports and Reporting direct to CEO
• Answering Phones and Handling Customer Enquiries
• Assisting Sales Managers with any queries Eg: Stock levels or ETA's for Delivery, Customer Information etc
• Processing Customer Orders and Quotes.

• Worked my way up from back office to Branch Manager
• Was Branch Manager for 7 years at 3 different Branches
• Oversee daily running of Branch and Staff
• Update Branch's new Marketing Theme every month as directed by Head Office
• Daily Reconciliation of Office Accounts
• Completing Staff quarterly Appraisals and Monthly Training and Development Plans
• Overseeing and maintaining Branch's Deposit Holdings of Customers
• Marketing Customers monthly with various Specials and Promotions
• Completing quarterly Audit to ensure Compliance and NAB's Rules and Regulations were being adhered to
• Ensuring High levels of Customer Service at all times
• Weekly Reporting to Area Manager
• Rising Star Branch Winner - two months in a row
• Branch with most consistent Customer Satisfaction Results for 12 consistent months.