Tapaa Mataio
Queensland Country Credit Union
Lawnton,Australia
1
Certification
10
years of professional experience
Customer Service Professional experienced in managing multiple priorities with a positive attitude. Delivered team success through proactive problem-solving and adaptability, while taking on additional responsibilities to meet organizational goals. Committed to leveraging organizational skills and time management to contribute to growth.
Work History
Assessor
2 Years 4 Months- Reviewing incoming loan submissions from brokers for completeness, accuracy, and compliance
- Evaluating financial statements, verifying employment and income details, and performing risk analysis to decision loans.
- Acting as a point of contact for mortgage brokers regarding scenario testing, policy queries, and application progress
- Ensuring all lending adheres to internal policies, fraud controls, and regulatory compliance standards
- Managing the back-end processing of mortgage and finance loans.
Member Relationship Officer
1 Year 9 Months- Primary contact for Account Opening
- Assisted customers with personal and business enquiries, ensuring timely and accurate responses to enhance customer satisfaction
- Assisting customers with personal and business enquiries
- Personal lending enquiries
- Recommending the right personal product such as everyday and savings accounts to customers to best suit their needs
- Delivered quality frontline service to members/customers, fostering positive relationships and trust
- Recommended personal products, including everyday and savings accounts, tailored to customers' needs, contributing to informed financial decisions
- Assisted colleagues and manager with tasks.
Research Support Officer
8 Months- Meeting with people (Pacific Origin) and conduct interview with regard to their migration to Australia and understanding of Climate Change
- Meeting with people (Pacific Origin) and conduct interviews with regard to their migration to Australia and understanding of Climate Change
- Demonstrated respect and friendliness while assisting other researchers.
- Provided support to researchers on the project, facilitating collaboration and resource sharing.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Keeping records of each participant's experiences and views.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Maintained detailed records of participant experiences and views. of each participant's experiences and views.
Personal/Business Banker
10 Months- Primary contact for Personal and Business Accounts Recommendation and Opening.
- Understanding local consumer market and building business acumen and providing advice based on individual customer needs identified.
- Identifying and prioritizing complete financial needs of customers by educating customers on easy ways to bank.
- Selling Westpac's financial products and providing professional financial advice by meeting with customers and deepening customer relationships through quality needs-based conversations exploring customers' financial needs and goals.
- Providing a full range of professional sales expertise and advice to help customers meet their financial needs and goals.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
- Assist branch manager with efficient operations of branch including reporting and audit items.
- Reviewed deposit profitability analysis and developed strategies to restore unprofitable accounts to productive status.
- Conduct a clear understanding of insurance policies to customers, providing them with premium quotes and recommending the appropriate cover.
Education
Bachelor of Commerce - Accounting and Business Management
Bursary - High School
Skills
Organizational skills
MS Office proficiency
Reliability in Assessments
Attention to Detail
Critical Thinking
Decision Making
Problem-Solving
Conflict Resolution
Scheduling
Interpersonal skills
Organization and Time Management
Communication skills
Dependable and Responsible
Certification
- MyFENG
- FNS40821: Certificate IV in Finance and Mortgage Broking
- Statement of Attainment (Westpac Group) Deakin University Australia
- FNSASIC301 Establish client relationship and analyse needs
- FNSASIC302 Develop, present and negotiate client solutions
Timeline
Assessor
Queensland Country Credit Union
04.2024 - CurrentRead More
Member Relationship Officer
Capricorn Bank
07.2022 - 04.2024Read More
Research Support Officer
University of Melbourne
09.2021 - 05.2022Read More
Personal/Business Banker
Westpac Bank Corporation
06.2016 - 04.2017Read More
Nelson College For Girls
Bursary from High School
Read More
Griffith University
Bachelor of Commerce from Accounting and Business Management
Read More