Timothy Callaghan
Blaxland,NSW
Summary
Accomplished professional in customer relationship management and client services, demonstrating a proven track record of improving client satisfaction through exceptional communication and innovative problem-solving techniques.
Overview
27
27
years of professional experience
Work History
Owner Driver Courier
Jet Couriers
07.2025 - Current
- Streamlined delivery schedules to enhance efficiency and elevate customer satisfaction.
- Maintained communication with clients regarding delivery status and inquiries.
- Developed relationships with suppliers to secure reliable shipping resources.
- Streamlined dispatch processes to improve overall service delivery time.
- Maintained relationships with existing clients by providing superior customer service.
- Transported goods safely to various locations while adhering to traffic regulations.
- Conducted pre-trip inspections to ensure vehicle safety and compliance with standards.
- Maintained accurate logs of mileage, fuel use, and delivery schedules.
- Communicated effectively with dispatch to coordinate timely deliveries.
- Followed company policies regarding safety and vehicle maintenance procedures.
- Collaborated with team members to improve route planning and efficiency.
Key Account Sales Manager
SOLARJUICE
Wetherill Park
06.2021 - 06.2025
- Managed client accounts to ensure satisfaction and retention.
- Facilitated training sessions
- Acted as main point of contact in matters relating to client concerns and needs.
- Maintained accurate records of all customer interactions in the CRM system.
- Renewed existing accounts by building relationships with clients.
- Collaborated with sales team to determine best ways to drive market share.
- Ensured compliance with industry regulations when dealing with clients.
- Provided technical support to customers when needed.
- Attended trade shows and conferences as a representative of the company.
- Participated in brainstorming sessions to develop new ideas for business development initiatives.
- Utilized CRM tools to track client interactions, sales opportunities, and account history.
Equity Settlements Officer /Credit Control
Commonwealth Securities (COMMSEC)
09.2009 - 06.2021
- Execute official transfer of securities into buyer's account while processing cash into seller's account.
- Processed trade confirmations and reconciled discrepancies in securities transactions.
- Managed daily settlement processes for equities and fixed income securities.
- Coordinated with custodians to ensure accurate handling of securities assets.
- Reviewed regulatory compliance documents and maintained up-to-date procedures.
- Assisted in preparing reports for internal audits and regulatory examinations.
- Analyzed pricing information from multiple sources to identify discrepancies in security prices across various markets.
- Reviewed and verified customer orders for accuracy prior to execution.
- Assisted in the review of daily position reports generated by custodial banks for accuracy and completeness.
- Collaborated with other departments to resolve complex operational issues.
- Assisted in the preparation of reports related to security positions, cash balances, income and expenses.
- Researched discrepancies between internal systems and external sources such as custodian banks, brokers or other settlement entities.
- Processed corporate actions including stock splits, dividends, mergers and acquisitions.
- Prepared daily reconciliations of all trades executed by the firm against clearing firms' confirmations.
- Discussed client financial options to keep customers informed regarding transactions.
- Executed financial due diligence and created valuation model to establish enterprise value and purchase price.
Mortgage Settlements Officer
Macquarie Bank
08.2004 - 09.2009
- Coordinate mortgage document preparation and verification to ensure accuracy and compliance with regulatory standards during settlement processing.
- Facilitate communication between lenders, buyers, and legal representatives to resolve discrepancies and secure timely mortgage closings.
- Review settlement statements and loan contracts to confirm that financial details align.
- Manage scheduling of settlement appointments.
- Investigate and resolve post-settlement issues.
- Coordinated with external legal and financial parties to finalise mortgage documentation.
- Verified settlement instructions and disbursed funds accurately.
- Facilitated communication between clients and lenders to resolve settlements queries promptly.
- Processed mortgage settlement documentation meticulously.
Client Services Securitised Loans
Permanent Trustee Company Limited
09.1999 - 07.2004
- Coordinate loan documentation and data verification processes to ensure accurate and timely securitised loan transactions, and regulatory compliance.
- Manage portfolio of clients.
- Provide professional support to clients.
- Attend client meetings.
- Resolve client inquiries related to loan servicing details.
- Analyze portfolio performance reports to identify discrepancies.
- Facilitate communication between internal teams and external investors.
- Regular reporting and issue resolution.
- Processed daily loan servicing requests to ensure timely fund allocation.
- Identify any process improvement opportunities where applicable.
- Assist with internal and external auditing and reporting.
Education
High School Diploma -
Prairiewood High Scool
Prairiewood NSWSkills
Delivery optimization
Customer relationship management
Account management
Data analysis
Regulatory compliance
Business development
Effective communication
Problem solving
Customer service orientation
Attention to detail
Conflict resolution
Project management
Relationship building
Investor relations
Client service
Sales management
Strategic planning
Financial management
References
References available upon request.
Education and Training
other
Timeline
Owner Driver Courier
Jet Couriers
07.2025 - Current
Key Account Sales Manager
SOLARJUICE
06.2021 - 06.2025
Equity Settlements Officer /Credit Control
Commonwealth Securities (COMMSEC)
09.2009 - 06.2021
Mortgage Settlements Officer
Macquarie Bank
08.2004 - 09.2009
Client Services Securitised Loans
Permanent Trustee Company Limited
09.1999 - 07.2004
High School Diploma -
Prairiewood High Scool