Experience

ClearView Wealth Limited

• Australia
• Financial Services
• 200 - 300 Employee

• Business Operations Administrator

  • Sep 2021 - Present



Mantis Partners

• Australia
• Financial Services
• 1 - 100 Employee

• Broker Support Analyst

  • Jan 2021 - Jul 2022

  Liaising with our Banking partners in regard to Home Loan approvals, Lending Assessment, Credit Check and Verification of Loan Documentation. Efficient tracking and update of customer database, distribution lists, home loan applications, approval processes and client follow ups. Liaising with our Banking partners in regard to Home Loan approvals, Lending Assessment, Credit Check and Verification of Loan Documentation. Efficient tracking and update of customer database, distribution lists, home loan applications, approval processes and client follow ups.



Equifax

• United States
• Financial Services
• 700 & Above Employee

• Data Delivery Coordinator

  • Feb 2018 - Jan 2020

  The delivery team carries overall responsibility for delivery of all client projects across The Prospect Shop. Reporting to the Team Leader, I am responsible for timely, accurate fulfilment of list rental orders and campaigns as allocated. • Completion of allocated projects to ensure timely delivery of client and internal projects and ongoing client account requirements• Develop a detailed understanding of Veda/Equifax and 3rd Party databases, data structures data transmission protocols. • Follow TPS project management methodology and resources (templates, time recording system, project office etc) and TPS’s standardised marketing delivery process• Develop a high level of skill in the core software packages required to perform data analysis, including SQL, Tableau & Excel.• Maintain awareness of new technologies and platforms that will accelerate delivery of client projects.• Timely and effective resolution of schedule and technical delivery issues• Recognise factors that may cause the team to fall behind schedule and notify team leader so that work can be redistributed before client needs are compromised Show less

• Customer Success

  • Jul 2015 - Jan 2018

  • Discovered the pattern that identified credit card fraud with potential fraudulent memberships• Verified and liaised with Banks regarding Annual fees process• Identified customers were incorrectly billed multiple times which is currently being reviewed by IT.• Used Excel to analyse and prepare reports about chargebacks, refunds and fraud behaviours and presented to Customer Contact Centre Manager.• Identifying and meeting the needs of the caller and providing a high level of customer service. • Providing information and answering questions, and explaining products and services.• Responsible for back office tasks in accordance with Service level Agreements, internal procedures and relevant legislation. Show less



TheChinaGap

• Sydney

• Digital Marketing Coordinator

  • Dec 2014 - Apr 2015

  Role and Responsibilities Includes: Content creation and research, Social Media Marketing, Email Marketing using MailChimp. Design and execute market research studies and materials Format and update website content. Maintaining the CRM and Enterprise Data Management of customers. Create and Managing the day-today running of our social media, blogs, digital marketing and mail-outs Developing creative concepts to increase engagement online Creating new and exciting digital content to boost our online presence (including videos and developing promotions) Responding to customer comments and queries on social media in a timely manner Measuring outcomes and preparing weekly engagement reports Monitor social media groups, trends, tools, and applications and recommend actions/next steps Show less



7-Eleven

• United States
• Retail
• 700 & Above Employee

• Customer Service Assistant

  • Jan 2014 - Sep 2014

  ● To implement all the standard operational procedures of the company and make sure that every customer receives the best customer service possible. ● Relay product knowledge to customers and assist with shopping ● Act as medium of communication between management and customers ● Resolve customer complaints and Handling POS System ● Assist in cost control and inventory ● To implement all the standard operational procedures of the company and make sure that every customer receives the best customer service possible. ● Relay product knowledge to customers and assist with shopping ● Act as medium of communication between management and customers ● Resolve customer complaints and Handling POS System ● Assist in cost control and inventory



Ing Vysya Bank is now Kotak Mahindra Bank

• India
• Banking
• 700 & Above Employee

• Client Service Advisor

  • Jul 2011 - Nov 2013

  ● Responded to customer requests and enquiries via telephone or in person over thecounter● Acquired new customers with a total investment value of 650,000 INR● Provided insight and guidance to help clients depict their target banking and lendingbusiness.● Continual awareness of compliance requirements – OH&S and risk management ● Advised customers on tax Implication and suggested various methods of saving taxes as per local laws.● Assisted clients in meeting Reserve Bank Compliance requirement and keep customers updated of Indian Investment policies.● Knowledge in improving performance of core banking functions and customerinteraction● Handled Cash transaction and Cash balancing● Exceptional track record of gathering and retaining corporate clients.● Referred customers to appropriate specialist departments● Recorded accurate information and input data into databases Show less

• Market Research Graduate

  • Jul 2011 - Dec 2011

  Responsible for collecting market data and evaluating information from diverse market sources. Analysing qualitative & quantitative information to support and review new and existing marketing and sales strategies.Duties• Creating and produce market research reports on specific products and markets.• Making recommendations to senior managers based upon research findings. Having to deal with press, trade and customer enquiries.• Defining target markets and opportunities within them. Processing and analysing raw data into reports for senior managers.• Work with external data suppliers regarding data accuracy and integrity.• Responsible for the development of client reports on current trends. • Making sure that methods of data collection are effectively and accurate.• Designing effective questionnaires based on activity objectives and market knowledge. Show less