Victor Pan

• Retaining existing customers, and growing branch books.
• Compliance with regulatory body procedures and policy assessment, financial portfolio management for customers.
• Completed goals through effective task prioritization and great work ethic.
• Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion.
• Created plans and communicated deadlines to ensure loans were completed on time.
• Delivered exceptional level of service to each customer by listening to concerns and answering questions.
• Used critical thinking to break down financing concerns/issues, evaluate recommendations and make decisions.

• Managing and growing the branch books.
• Liaise with existing clients for home lending and referrals to other channels in NAB.
• Managing net refinance, Defence DOHAS subsidy loans, First Home Loan Deposit Scheme loans, and consumer home lending.
• Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
• Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
• Educated clients on various financial matters and provided professional recommendations on property financing decisions, products and services based on each clients' individual needs.

• Retention Property Sellers – On the Market/MRU,, , Victoria Growing the consumer lending book through identifying and fulfilling customers’ needs and maximising customer retention.
• Deepen customer relationships, discussing goals and future plans through quality conversations.
• Working with brokers, and retail associates and relevant channels.
• Managing LOI discharge, sale settlements and inbound mortgage retention enquiries.
• Reviewed loan files and updated to match current standards.
• Worked with underwriters to fix application problems and resolve issues.

• Management of existing customers portfolios for customer retention.
• Liaise with existing customers, about their portfolios and manage their needs as a personal banker, such responsibilities tied with these were: handling intention to discharge, portfolio restructuring, principal increase, application assessment and drawdown of funds.
• Results 2018 Q2 & Q3 for Top 3 application approvals Performance Quality Insights score average of 85-90% during the period.

• Liaise with key stakeholders to management of IT systems and development of applications for business process management and reporting delivery for existing clients.
• Results Management of Local and Cloud infrastructure: Google Apps for Business and Enterprise Vendor agreements (Data Integrity and location) creation of API data connections to user interface forms for linkage of existing Vendor cloud systems with internal business systems for automation
• Customised Mobile Device management (MDM) Airwatch configurations for enterprise mobility and security.
• Oversaw on-site IT engineer dispatch plans, creating pre-defined response scenarios for common malfunctions and service call types, producing knowledge base articles
• Directed budgeting studies on current and proposed IT spending plans, determining maximally impactful business enhancements and minimizing wasteful spending.

• With a combination of Windows server skills with active directory and ACSP qualifications from Apple.
• Worked with the Department of Education to roll out SOE sites as an education integrator for the state.
• Maintained primary - catholic schools networks with CCNA router and switch management skills.
• Responsible for maintenance and school visits to uphold SOE standards from DoE Documentation for stages of implementation, and knowledgebase articles
• Developed documentation and procedures to rollout wireless iPad to Interactive Whiteboard visual and audio to over 50 schools
• Deployment of SOE4.0, DoE 2010 project to many schools Deployment, and management of Cisco devices including: Cisco Catalyst 2000 & 3000 series switches Data migration, and Active Directory migration Management of WLAN controllers and Cisco 1140 series Access points Cisco switching and routing command troubleshooting.
• Created patches and solutions to fix bugs in existing applications.
• Provided comprehensive training to internal and off-site users to optimize systems maintenance and resolve recurring issues.

• Apple Store Perth City, Western Australia Recognised as a perfect fit to bring the Business and floor sales team together, recommended by the store’s business manager, and tapped for business, technical knowledge to manage consultations for business and consumer needs.
• Collaborated and partnered with business and floor sales team responsible for revenue generation and creating opportunities with the business
• Devised, deployed and monitored processes to boost long-term business success and increase profit levels.
• Conducted weekly business events and presentations for business productivity apps Consulted and maintain business customers’ hardware and software

Results

• Exceeding sales target for 3 consecutive quarters, being a “Key Player” for the business team Successful SDLC project implementation for St. John’s Ambulance and Specsavers Sold over $3.0M in products to consumer
• Businesses No. 1 Internal Sales Performance Report - (2011-2012)
• Net Promoter Score average of 92%+
• Handled multiple large scale channel orders from Curtin University, Mining and Resources companies such as Rio Tinto, Woodside.