Experience

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  Locumsgroup asset management pty limited

  Oct 2007 - Jan 2010

  Mortgage assistant

  • Lodging applications with the different lenders;• Chasing borrowers for different documents for their loans;• Sending out letters on a fortnightly basis to over 200 clients per month for insurance;• Completing Variation Requests;• Completing Discharge Requests;• Completing Customer Service Requests ie. Redraws, change of address and Lump Sum Payments;• Talking with borrowers about the different loans on offer;• Making appointments for clients to come in and speak with the Mortgage Managers;• Handle over the phone enquiries about loan accounts;• Prepare settlement letters;• Check certification to make sure all requirements have been met;• Advise Originators of the progress of their loans;• Complete the Commission Reports each month for our lenders. Show less

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  Ge capital

  Jul 2010 - Mar 2012

  Verification officer

  • Checking all personal loan deals are as to GE Money’s Policy and Procedures checklist;• Ensuring all eligible deals are complied with and sent to settlements in a timely manner;• Referring any non-compliant deals to the Fraud Team;• Ensuring that all team and individual KPI’s are met and maintained on a daily/monthly basis;• Ensure all customer interactions are of a high standard. This includes building rapport, listening, good questioning, clear communications.

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  Century 21 home loans (wa)

  May 2012 - Jun 2014

  Client support manager

  I was responsible for any new files the broker had completed. This would be going through the file and making sure all documentation including pay slips, bank statements, liability statements like personal loans and credit cards were all on file.After making sure everything was there I would load all the data into the system for lodgement with the lender.

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  4 homeloans bayswater previously choice home loans

  Feb 2016 - Sept 2021

  Personal assistant
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  Harken finance

  Sept 2021 - now

  Broker support