Hardworking and passionate job seeker with strong organisational skills eager to secure a new position.
Ready to help the team achieve company goals. Organised and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
Work History
Business/Office Manager
Bartling Financial Services
09.2022 - 09.2024
General office maintenance and management
Preparation of reports and reporting directly to the Director of the business
Providing organisational support to the Director on a daily basis with a high degree of confidentiality
Manage & monitor day to day workflow of staff
Provide training for new staff members and where relevant
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Coordinated staff events and meetings when needed
Tending to reception, answering calls, meet and greet customers
Data Entering into relevant CRM
Ensuring all documents are compliant according to current policy
Loan packaging or assisting sales staff with collation of loan applications
Identifying inaccurate/incomplete information in loan applications and acting appropriately to rectify
Processing/assessing Loan applications with high attention to detail
Enhanced customer satisfaction by addressing inquiries promptly and resolving issues professionally.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Identifying and understanding customer needs and providing solutions and recommendations based on analysis and discovering opportunities
Developed and maintained effective relationships with banking institutions to support financial operations.
Business Support Manager
Acquired Mortgage Services
03.2021 - 09.2022
Monitor all loans from application stage to settlement to ensure seamless process for customer and avoid unnecessary delays
Loan packaging or assisting sales staff with collation of loan application
Identifying inaccurate/incomplete information in loan applications and acting appropriately to rectify
Processing/assessing Loan applications with high attention to detail ensuring everything is compliant and in customers favour
Liaising with clients, solicitors and third parties on a day to day basis
Following up Leads in a timely manner
Preparation of reports
Identifying and understanding customer needs and providing solutions and recommendations based on analysis and discovering opportunities.
Business/Office Manager
Ratemoney
07.2019 - 01.2021
Manage & monitor day to day workflow of staff
Tending to reception, answering calls, meet and greet customers
Monitor all loans from application stage to settlement to ensure seamless process for customer and avoid unnecessary delays
Loan packaging or assisting sales staff with collation of loan application
Identifying inaccurate/incomplete information in loan applications and acting appropriately to rectify
Processing of variations requests and increases for customers on request
Processing/assessing Loan applications with high attention to detail
High level of customer service and sales, face to face and via phone
Identifying and understanding customer needs and providing solutions and recommendations based on analysis and discovering opportunities
Liaising with clients, solicitors and third parties on a day to day basis
Preparation of reports and reporting directly to the Director of the business.
Business/Office Manager
RAMS Home Loans
03.2014 - 06.2019
Manage & monitor day to day workflow of staff
Tending to reception, answering calls, meet and greet customers
Monitor all loans from application stage to settlement to ensure seamless process for customer and avoid unnecessary delays
Loan packaging or assisting sales staff with collation of loan application
Identifying inaccurate/incomplete information in loan applications and acting appropriately to rectify
Processing of variations requests and increases for customers on request
Processing/assessing Loan applications with high attention to detail
High level of customer service and sales, face to face and via phone
Identifying and understanding customer needs and providing solutions and recommendations based on analysis and discovering opportunities
Liaising with clients, solicitors and third parties on a day to day basis
Preparation of reports and reporting directly to the Director of the business.
Warranty & Service Manager
Nu Energy
01.2009 - 01.2014
Contracts Administration
Pacific Eastcoast
01.2006 - 01.2009
Customer Service/Administration
RAMS Home Loans
01.2005 - 01.2006
Contracts Admin/Billing Team Leader
AGL
01.2001 - 01.2005
Education
High School Diploma -
Killester College
Springvale, VIC
Skills
Office Administration
Time Management
Teamwork and Collaboration
Office Management
Excellent Communication
Attention to Detail
Administrative Support
Reliability
Multitasking
Customer Service
Onboarding and Orientation
Ability to learn quickly
Problem Solving
Strong Work Ethic
Accomplishments
Diploma of Finance and Mortgage Broking Management
Professional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial ServicesProfessional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial Services
Vice President/Product Director at Voya Financial/ING/Aetna Financial ServicesVice President/Product Director at Voya Financial/ING/Aetna Financial Services
Team Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial ServicesTeam Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial Services