Stefffanie Jordan
Garbutt ,QLD
Summary
Hardworking & passionate Finance specialist well-versed in both prime and non-conforming lending. Proven ability at managing communication between internal and external stakeholders to ensure exceptional service outcomes. Skilled in multiple areas of finance and business. Offering 14 years of finance & customer service experience.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Training & Development Specialist
Finance One
06.2021 - Current
- Created and maintained detailed training records and reports for management review.
- Integral in facilitating the implementation of offshore workforce in the business.
- Coordinated with department leaders to identify training needs and develop targeted solutions.
- Produced training manuals, presentations and resources for enhanced learning.
- Worked with central management to identify, plan, align, and address training needs.
- Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
- Compiled training handbook and related course materials.
- Facilitated high-quality training program delivery to employees.
- Planned and conducted staff trainings with emphasis on compliance and sales areas.
- Provided coaching and mentoring to employees.
- Analyzed and evaluated training effectiveness and program outcomes.
- Coordinated training schedules across sites with supervisors and managers to optimize training initiatives and work-flow management
- Facilitated virtual, in-person and blended learning sessions.
- Developed and implemented successful onboarding program.
- Worked with vendors to customize courseware to accommodate business needs.
- Authored and facilitated roll outs for the procurement of new software within the organisation.
Product & Quality Assurance Officer
Finance One
01.2019 - 06.2021
- Monitored activities and supporting systems to meet compliance regulations.
- Followed SCRUM methodology in project planning.
- Facilitated stakeholder meetings to provide regular process updates of internal projects.
- Conducted evaluations to identify weak areas and identify problematic issues while promoting corrective methods.
- Resolved issues efficiently and built excellent client rapport, which led to enhanced customer satisfaction ratings to both internal and external stakeholders.
- Investigated customer complaints and performed corrective actions to resolve quality issues.
- Assessed product quality by monitoring quality assurance metrics, reports and feedback.
- Reported production malfunctions to managers and production supervisors.
- Collaborated with cross-functional teams to develop and implement process and system improvements.
- Inspected products and worker progress throughout production.
- Provided extensive quality assurance training to ensure effective rollouts of new/amended products and or systems.
- Spear headed acquisition and implementation of multiple third party providers into business.
- Headed Accreditation and Broker Support team.
- Facilitated customer retention activities, along with creating processes for retention activities.
Credit Analyst
Finance One
01.2017 - 01.2021
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Made decisions and recommendations about extending lines of credit.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Assessed credit risk and analyzed financial statements.
- Reviewed and approved or denied credit applications to keep organization profitable by making informed lending decisions.
- Collaborated with other teams to identify and mitigate risks impacting organization.
- Maintained compliance with applicable regulations and laws governing consumer credit.
- Investigated and resolved customer disputes related to credit decisions.
Mobile Lender
Australian Military Bank
06.2016 - 12.2016
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Recommended loan approvals and denials based on customer loan application reviews.
- Advised clients on mortgage, education and personal loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
Loans Officer
Bank Of Queensland
03.2009 - 06.2016
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
- Examined customer loan applications for loan approvals and denials.
- Utilized risk management strategies to attain high loan approval rates.
- Advised clients on mortgage, education and personal loans.
- Proactively identified solutions for customers experiencing credit issues.
- Explained very technical financial information to applicants in easy to understand language.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Supervised loan personnel as Lending Team Leader and motivated to maintain customer service and performance standards.
Education
High School Diploma -
Pimlico State High School
Pimlico, QLD12.2003
Skills
- Training Logistics
- External Acquisitions
- Understanding of SCRUM methodology
- Develop Training Programs
- Organizational Efficiency
- New Hire Onboarding
- Coaching and Development
- Client Needs Assessment
- Testing Devices
- Standard Operating Procedures Proficient
- Product Development
- Training Solutions Development
Certification
- Tier 2 accredited
Timeline
Training & Development Specialist
Finance One
06.2021 - Current
Product & Quality Assurance Officer
Finance One
01.2019 - 06.2021
Credit Analyst
Finance One
01.2017 - 01.2021
Mobile Lender
Australian Military Bank
06.2016 - 12.2016
Loans Officer
Bank Of Queensland
03.2009 - 06.2016
High School Diploma -
Pimlico State High School
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