Vicky Donnan
Caloundra,QLD
Summary
I have been working in finance, lending and administration for over 20 years.
I have a fine attention to detail, great customer rapport, excellent time management and great understanding of this role.
Overview
28
28
years of professional experience
Work History
Broker Assistant
SMS Finance
Maroochydore, Queensland
08.2022 - Current
- Answered questions and advised customers regarding loans and transactions.
- Prepared and delivered loan documents to title and escrow teams.
- Compiled monthly reports detailing number of loans closed, pending applications and rejected requests.
- Reviewed credit reports, appraisals, title documents and other financial information for accuracy.
- Assembled and compiled documents for loan closings.
- Gathered client debt, credit and income information to determine loan eligibility.
- Assisted Mortgage Brokers in setting up appointments with potential clients.
- Filed and maintained loan records.
- Educated customers regarding actions and strategies for debt repayment.
- Informed customers of application deadlines, approvals and denials.
Mortgage Broker Assistant
Real Choice Finance
Toowoomba, Qld
05.2015 - 07.2022
- Answered questions and advised customers regarding loans and transactions.
- Processed loan applications according to established procedures and guidelines.
- Prepared and delivered loan documents to title and escrow teams.
- Compiled monthly reports detailing number of loans closed, pending applications and rejected requests.
- Assembled and compiled documents for loan closings.
- Gathered client debt, credit and income information to determine loan eligibility.
- Assisted Mortgage Brokers in setting up appointments with potential clients.
- Analyzed financial statements to determine borrower eligibility for loans.
- Reviewed contracts prior to closing to ensure all requirements are met.
- Resolved any issues or discrepancies related to loan processing.
- Maintained client databases, updated records and tracked progress of applications.
- Reviewed and corrected errors on interest, principal and closing costs.
- Informed customers of application deadlines, approvals and denials.
- Educated customers regarding actions and strategies for debt repayment.
- Filed and maintained loan records.
Administrative Assistant and Payroll
IGA
Toowoomba, Queensland
06.2012 - 05.2015
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Monitored schedules and calendar obligations for executives.
- Updated system to organize office documentation, maximizing efficiency and increasing productivity.
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Answered incoming calls in a professional manner.
- Determined proper handling of financial transactions and approved transactions within designated limits.
- Prepared end-of-period payroll tax returns.
- Posted work hours completed to files to properly bill clients.
- Verified employee hours worked against timesheets provided by supervisors.
- Reconciled bank statements and prepared and entered standard journal entries for month-end close.
- Provided information by answering employee questions about payroll-related matters.
- Tracked employee vacation, personal and sick leave earnings and use.
- Prepared monthly reports on payroll costs for management review.
Reception and Finance Officer
Harvey Norman
Toowoomba, Queensland
02.2009 - 04.2012
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Coordinated pick-up and delivery of express mail services.
- Collated, bound and stored computer-generated reports.
- Answered and directed incoming calls using multi-line telephone system.
- Transmitted information or documents to customers through email, mailings or facsimile machine.
- Updated and recorded customer or client information to maintain accounts.
- Responded to inquiries from internal staff members regarding office operations issues such as mail delivery or office equipment maintenance.
Lending Audit Role
Commonwealth Bank
Toowoomba, Queensland
03.1996 - 02.2009
- Maintain and provide customers needs from a banking perspective and meet banks focus areas
- Lending audit responsibilities
- Checked and audited lending files and documents were provided correctly
Education
High School Diploma -
Ashford Central
Nsw11-1980
Skills
- Clerical Support
- Transfer Coordination
- Price Analysis
- Time Management
- Financial Transactions
- Attention to Detail
- Transaction Documentation
- Customer Service
- Organizational Skills
- Communication
- Computer Skills
- Regulatory Compliance
- CRM Software
Reference
- Ian Mathiesen Ians Choice Homeloans 0408832542
- Trish Ott Personal Referee 0400210377
Timeline
Broker Assistant
SMS Finance
08.2022 - Current
Mortgage Broker Assistant
Real Choice Finance
05.2015 - 07.2022
Administrative Assistant and Payroll
IGA
06.2012 - 05.2015
Reception and Finance Officer
Harvey Norman
02.2009 - 04.2012
Lending Audit Role
Commonwealth Bank
03.1996 - 02.2009
High School Diploma -
Ashford Central