Taleea Bartholomew
Jones Hill,QLD
Summary
Dedicated and results-oriented professional with extensive experience in customer care, financial services and sales. Proven track record of success in settlements, sales, administration and customer service roles. Seeking to leverage strong communication, negotiation, and relationship-building skills to contribute to the success of a dynamic organization.
Overview
10
10
years of professional experience
Work History
Settlements Officer
Maclean Financial
07.2022 - 02.2024
- Prepared loan documents and contracts, ensuring accuracy and compliance with regulations
- Facilitated communication and coordination between brokers, clients, vendors, banks, and non-bank lenders to ensure smooth transactions
- Stayed updated with policies, promotions, interest rates/fees, and compliance and AML standards of multiple lenders
- Regularly settled high-value asset finance deals up to 500k.
Sales Specialist
Chase Edwards & Associates
10.2021 - 04.2022
- Demonstrated a relaxed and confident telephone manner, effectively communicating with clients
- Conducted cold calls, scheduled appointments, and gathered essential personal and financial information accurately.
Solutions Representative
Virgin Money Home Loans
05.2020 - 09.2021
- Built trust and maintained prosperous relationships with clients
- Managed a high volume of customer calls daily
- Monitored technology standards and user requirements to assist in proposal, project, and deployment launches.
Customer Care Representative
Bank of Queensland (BOQ)
04.2019 - 05.2020
- Managed customer expectations by identifying and clarifying needs, recommending solutions in a busy call-centre environment
- Trained new employees on bank processes and policies, promoting efficiency and productivity.
New Vehicle Sales Executive
Toyota
09.2018 - 04.2019
- Consistently exceeded sales targets and KPIs set by dealership owner
- Finalized documentation for contracts, purchase receipts, and dealer files.
Branch Customer Service Manager
Bank Of Queensland (BOQ)
12.2013 - 12.2016
- Interviewed and hired new staff, ensuring a qualified team
- Conducted training sessions on industry changes, regulations, retention measures, and compliance
- Led daily meetings to identify areas of focus and highlight staff successes.
Education
Certificate II in Business (BSB20107) -
National Careers Institute
Certificate III in Financial Services (FNS30115) -
National Careers Institute
Skills
- Strong communication, negotiation, and persuasion skills
- Proficient in preparing loan documents and contracts
- Excellent customer service and relationship-building abilities
- Knowledgeable in financial services regulations and compliance
- Experienced in sales, cold calling, and appointment scheduling
- Leadership and team management skills
Timeline
Settlements Officer
Maclean Financial
07.2022 - 02.2024
Sales Specialist
Chase Edwards & Associates
10.2021 - 04.2022
Solutions Representative
Virgin Money Home Loans
05.2020 - 09.2021
Customer Care Representative
Bank of Queensland (BOQ)
04.2019 - 05.2020
New Vehicle Sales Executive
Toyota
09.2018 - 04.2019
Branch Customer Service Manager
Bank Of Queensland (BOQ)
12.2013 - 12.2016
Certificate II in Business (BSB20107) -
National Careers Institute
Certificate III in Financial Services (FNS30115) -
National Careers Institute
Similar Profiles
Mikaeel AdnanMikaeel Adnan
Account Executive at Maclean FinancialAccount Executive at Maclean Financial
Roy O'SullivanRoy O'Sullivan
Commercial Finance Broker at Maclean FinancialCommercial Finance Broker at Maclean Financial
EDILBERTO Gumpay Jr. IIEDILBERTO Gumpay Jr. II
Sales Development Representative at Maclean FinancialSales Development Representative at Maclean Financial