Simone Galea

Experience

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  Mackay Permanent Building Society

  Jun 2003 - Mar 2005

  Responsibilities:• Manage staff and assist with training of all staff• Assist area manager• Assist with branch set up • Commercial client interviews • Commercial loan submissions to credit department• Commercial loan sign ups • Home loan application completion in assisting capacity for Area Manager • Approval of home loans jointly with Lender within specific parameters, lending up to $400,000• Management of Branch funds and ensuring balances are completed and paperwork lodged• Oversee end of day balancing by tellers and approving under and overs• Open accounts, deposits, withdrawals and account closures Show less

  • Interim manager / Commercial Lending Officer / Home Lending Assistant

    Nov 2004 - Mar 2005

  • Commercial Lending Credit Assistant

    Jun 2003 - Nov 2004
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  Westpac Banking Corporation

  Mar 2005 - Sept 2006

  Customer Service Representative / 2IC

  Responsibilities:• Money handling and balancing • Assist customers with identifying banking needs such as updated accounts and insurance / credit card / personal loan applications• Referring to home lending, financial planning, business banking and private bank • Opening and closing of accounts• Credit card applications• Term Deposit renewals for clients• Reviewing current banking facilities within the bank to find increased opportunities• Personal loan signups and funding• Maintain and fill ATMs • Assist Tellers with approvals in the system where necessary Show less

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  Westpac Private Bank

  Sept 2006 - Apr 2007

  Financial Planning Assistant

  Responsibilities:• Liaise with clients• Complete overhaul of client information• Clean up client files, archiving completed works• Prepare client information for paraplanners • Assist paraplanner where necessary• Expense report completions and send off• Travel booking and management

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  Magnitude Financial Planning

  Apr 2007 - Dec 2008

  Administration / Bookkeeping

  Responsibilities:• Completion of all book-keeping for the company, including payroll, accounts payable and receivable and invoicing• Completion of End of Month financials• Completion of BAS and PAYG lodgements• Liaise with accountant• Complete budgeting reports / liaise with directors regarding financial status • Filing• Answering phones• Stationery ordering • Marketing – design and creation of workplace uniforms, • Planning and execution of business functions held by Magnitude Financial Planning for high net worth clients• Facilitate I.T. requests by staff / maintain I.T. equipment Show less

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  Landy James Pty Ltd (Astute)

  Jan 2009 - Apr 2012

  Mortgage Loan Processor

  • Collate information for home, commercial and equipment finance loan applications after interview was completed by the qualified broker.• Review information and advise broker if any information was missed or relevant information came to light• Review servicing capacity and ensure loan qualifies with relevant bank • Enter information into lender’s systems and send through supporting data• Follow up with lender on a regular basis and inform / liaise with client on current status of loan• Discuss any credit issues that occur with lender’s credit department and, where possible, make an informed decision or refer directly to the relevant broker to decide. • Complete loan documentation where applicable and arrange for clients to sign with qualified broker• Home loan and equipment finance loan signups and funding • Follow through to settlement and advise clients of completion• After Sales service – home loans – take clients to relevant bank and ensure they have all other necessary products to compliment loans and create a relationship with bank staff for ongoing matters not relating to the loan• Petty Cash management• Stationery ordering Show less

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  Fusion Networks Pty Ltd

  Apr 2012 - Jul 2015

  Administration Manager

  Responsibilities:• Completion of all book-keeping for the company, including payroll, accounts payable and receivable and invoicing• Liaise with the accountant in regard to all business matters and lodgings of tax and BAS• Answer phones – liaise with clients regarding requests / previously lodged jobs. • Maintaining client information in systems• Ordering of all stock, equipment and specialty items • Creating internal business structures and procedures to assist the business• Marketing – including Facebook, creation of regular newsletters and email blasts to assist clients with information / urgent updates / website content creation and updates / business branding including signage / banners / business cards• Office maintenance • Lease negotiations, handling of all necessary legal and financial matters on behalf of the directors• Service manager – monitor and dispatch all incoming jobs and/or maintenance jobs that are created within the business, for all clients. Assign technician to the appropriate job. • Oversee technicians as a management role• Review staff performance• Sales• Quoting• Project management Show less

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  QInvest Loanfinder

  Jul 2015 - Dec 2016

  Loan Processor

  July 2015 - PresentLoan Processor – QInvest Loanfinder, BrisbaneResponsibilities:• Collate information for home loan applications after interview was completed by the qualified broker.• Review information and advise broker if any information was missed or relevant information came to light• Enter information into lender’s systems and send through supporting data• Follow up with lender on a regular basis and inform / liaise with client on current status of loan• Follow through to settlement and advise clients of completion• After Sales service – liaise with the customer for any issues / concerns they may have with the new loan• Reports – Weekly reporting for referrals from other departments in the QInvest / Qsuper offices Show less

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  Qinvest

  Dec 2016 - Nov 2017

  Customer Relations Officer

  Responsibilities:• Collate Client information for client appointments• Diary Management• Maintain CRM (Xplan)• Using WorkQ & Acurity to provide clients and internal stakeholders with information regarding clients’ accounts• Task prioritisation to ensure completion within mandated timeframes• Telephone enquiries from clients• Ensure KPIs are met• Implementation of strategies recommended by Financial Advisers• Review and dispatch of Statements of Advice to clients within mandated timeframes including insurance (personal risk), managed investments, wraps and superannuation products Show less

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  Suncorp Group

  Nov 2017 - now

  • Documentation Advisor

    Jul 2018 - now

  • Lending Assessor

    Nov 2017 - now