Experience

Zurich Australia

• Financial Services
• 400 - 500 Employee

• Recoveries Officer

  • 2015 - Present



Liberty

• Australia
• Financial Services
• 400 - 500 Employee

• Mortgage Underwriter, Customer Service, Loss Recoveries Officer

  • Feb 2011 - Nov 2014

  -Tailored repayment arrangements to suit the needs of the individual whilst maintaining the company expectations  Managing existing client database  Complaints management  Problem identifying and problem solving  Maintained up-to-date knowledge of lending and insurer policies  Delegated underwriting authority up to $1 million  Customer Service  Insurer, Broker and Valuer Liaison  Collaborated with Legal, Collection and Mercantile Agents to pursue outstanding accounts to gain positive results  Analyzed financial information to determine strategies for meeting client’s financial obligations



Semana Pty Ltd

• Office Manager, Mortgage Underwriter

  • Mar 2009 - Jan 2011

  Managing existing client database  Application management from initial application through to settlement  Problem identifying and problem solving  Developer Liaison  Property Consultant & Property Agent Liaison  Customer Service  Lender, Broker and Valuer Liaison  Website design & development  Website maintenance  Staff training and development  General Office Management  General PA duties to the Director  Compliance auditing  Development of “Risk & Compliance” procedures and policy



Stargate Group

• Australia
• IT Services and IT Consulting
• 1 - 100 Employee

• SALES TEAM CO-ORDINATOR & CLIENT LIAISON: TEAM LEADER: SENIOR LENDING OFFICER

  • Mar 2003 - Mar 2009

  = Acquiring new sales targets  Managing and development of existing client database  Problem identifying and problem solving, both for lending solutions and software performance & development  Delegated underwriting authority up to $1 million (selected lenders)  Customer Service  Lender, Broker, Insurer & Valuer Liaison  Liaising with Lenders in the development of processes for ‘off site’ offices – step by step guides for staff and Originators/Brokers to follow for submission of each loan  Daily application management, from initial application through to settlement  Training and development of client database  Aiding in the development of ‘off site’ training for Stargate staff  Implementing and Streamlining procedures, processes and workflow  Report generation