Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tania McDougall

Greenbank,QLD

Summary

Dynamic financial professional with extensive expertise in financial data analysis and reporting, recognized for fostering strong collaboration and consistently achieving results in fast-paced environments. Proficient in data interpretation, risk assessment, and problem-solving, demonstrating a proactive approach to adapting to evolving business needs. Proven track record of leveraging analytical skills and strategic thinking to drive team objectives and align with overarching company goals. Committed to delivering high-quality insights that enhance decision-making and support organizational success.

Overview

15
15
years of professional experience

Work History

Field Organiser

Finance Sector Union
04.2021 - Current


  • Recruited new members and delegates by promoting the value of collective action within the workforce.
  • Increased awareness of workers'' rights through educational campaigns and presentations.
  • Developed comprehensive campaign plans by analyzing member needs, employer practices, and industry trends.
  • Collaborated with various stakeholders to address grievances and resolve conflicts among union members.
  • Enhanced member engagement by organizing regular meetings, workshops, and training sessions.
  • Managed communications between union leadership, rank-and-file members, and employers to ensure transparency and collaboration.
  • Enhanced member satisfaction through timely responses to inquiries about benefits, policies, or dispute resolution processes.
  • Improved working conditions by advocating for health and safety measures in the workplace.

Document Examiner/Project Officer

DXC Technology/BOQ Loan Centre
01.2020 - 03.2021
  • Examination of loan and security documents for BOQ retail and commercial products.
  • Maintained a high standard of quality control by reviewing colleagues'' work to ensure accuracy and consistency.
  • Established strong working relationships with clients through clear communication, punctuality, professionalism.
  • Increased client satisfaction by delivering timely, accurate, and reliable document examination services.
  • Managed caseload efficiently by prioritizing tasks based on complexity, deadline requirements, and available resources.
  • Ensured customer satisfaction by verifying that products met specifications and functioned as intended before release.
  • Due to my attention to detail and knowledge of banking and finance securities I was selected to be part of a Project Team to identify and amend errors and inconsistencies within the BOQ security database.


Equipment Finance Associate

NAB Equipment Finance Broker QLD
01.2019 - 01.2020


  • Consistently delivering exceptional customer service while managing customer expectations
  • Conducted comprehensive financial analysis on prospective borrowers, ensuring sound lending decisions were made.
  • Collaborated with other departments within the bank for seamless coordination of services provided to customers across multiple sectors.
  • Streamlined loan processing for quicker approvals, assisting numerous businesses with timely financial support.
  • Gathered and collected all financial information for business and verified accuracy in system.
  • Maintained a high level of compliance with applicable regulations through regular policy reviews and employee training sessions.
  • Participated actively in resolving customer complaints professionally thereby promoting a healthy working environment.


Agribusiness Analyst

NAB Regional & Agribusiness QLD
01.2019 - 01.2019


  • Enhanced client retention through consistent communication, relationship building, and tailored financial advice.
  • Ensured compliance with industry regulations through meticulous attention to detail in document drafting and formatting.
  • Maintained a high level of professionalism, ensuring timely completion and delivery of all assigned tasks within set deadlines.
  • Enhanced customer satisfaction rates through detailed analysis of customer feedback data and subsequent improvements in service offerings.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Managed confidential information securely, maintaining privacy and adhering to data protection guidelines at all times.

Continuous Improvement Specialist

NAB Mortgage Services QLD
01.2017 - 01.2019


  • Facilitated kaizen events aimed at driving rapid improvements in targeted areas of operations.
  • Reduced waste and increased productivity through the application of Lean Six Sigma methodologies.
  • Improved process efficiency by identifying bottlenecks and implementing strategic solutions.
  • Presented findings from process improvement initiatives to senior leadership, securing buy-in for necessary changes across the organization.
  • Enhanced communication and collaboration between departments, ensuring a cohesive approach to process improvement efforts.
  • Streamlined workflow for increased productivity through thorough analysis and optimization of procedures.
  • Implemented data-driven strategies to monitor key performance indicators, leading to continuous process improvements.

Securitisation and Customer Releases Officer

NAB Mortgage Services QLD
01.2011 - 01.2019
  • Subject Matter Expert accountable for Discharge of Mortgage documentation for retail and business customers.
  • Increased accuracy in verification processes by implementing thorough checks and attention to detail.
  • Established effective relationships with key stakeholders such as Government Departments, Solicitors/Conveyancers and NAB Business Partners.
  • Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
  • Completed Step Up duties for Team Leader while away on Annual Leave.
  • Mentored junior staff members, helping them develop their skills and advance in their careers.
  • Conducted thorough investigations into complex cases, leading to successful resolution of numerous high-profile incidents.
  • Established best practices for knowledge sharing, fostering a culture of continuous learning and improvement.

Education

Bachelor of Commerce - Accounting & Economics

Christchurch, New Zealand

RG146 Financial Services Accreditation - undefined

Kaplan Professional

QLD Health And Safety Representative Course

Safe Work College
Brisbane, QLD
07-2024

Federal Right of Entry

ACTU Institute
05-2021

Skills

  • Proactive and focused
  • Problem-solving abilities
  • Financial analysis and reporting
  • Accounting principles and procedures
  • Account reconciliation processes
  • Teamwork and collaboration
  • Financial statements
  • Data analysis
  • Attention to detail
  • Change management expertise
  • Skilled in utilizing online platforms for data management
  • Skilled in optimizing operational processes

Timeline

Field Organiser

Finance Sector Union
04.2021 - Current

Document Examiner/Project Officer

DXC Technology/BOQ Loan Centre
01.2020 - 03.2021

Equipment Finance Associate

NAB Equipment Finance Broker QLD
01.2019 - 01.2020

Agribusiness Analyst

NAB Regional & Agribusiness QLD
01.2019 - 01.2019

Continuous Improvement Specialist

NAB Mortgage Services QLD
01.2017 - 01.2019

Securitisation and Customer Releases Officer

NAB Mortgage Services QLD
01.2011 - 01.2019

RG146 Financial Services Accreditation - undefined

Kaplan Professional

Bachelor of Commerce - Accounting & Economics

QLD Health And Safety Representative Course

Safe Work College

Federal Right of Entry

ACTU Institute

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Tania McDougall