Experience

Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Operations Associate - Lending

  • Aug 2022 - Present

  Facilitating loan maintenance tasks for Business Banking & Middle Market clients such as:- Setting up new to bank entities - Setting up of new lending facilities & accounts- Setting up new collateral groups & assets and linking to relevant facilities- Performing increases & variations to existing facilities & accounts- Loading annual review amendments to existing facilities & accounts- Loading risk management framework amendments to existing facilities & accounts- Loading default management amendments to existing facilities & accounts- Loading of ADHOC tasks to collateral groups- Perform margin reductions to existing lending accounts- Perform monthly reviews of exisiting account rates in line with changes to new base rates Show less

• Operations Associate - Applications

  • May 2022 - Aug 2022

  Opening and processing account applications for business banking clients who mainly operate within the legal and real estate sector. Account types including:- Strata accounts - Investment accounts - Cheque accounts- Term deposits- Bankruptcy accounts- Liquidation accounts



Bank of Queensland

• Australia
• Financial Services
• 700 & Above Employee

• Customer Service Officer

  • Dec 2020 - May 2022

  - Head teller - Treasury control including Armaguard cash orders & clearances - ATM custodian - Onboarding new to bank customers adhering to AML & CTF procedures - Opening of new accounts for existing clients - General account maintenance of personal and business customers - Identifying client opportunities for lending, credit cards, insurance & investment - Customer retention and health checks - Performing domestic and international funds transfers - Head teller - Treasury control including Armaguard cash orders & clearances - ATM custodian - Onboarding new to bank customers adhering to AML & CTF procedures - Opening of new accounts for existing clients - General account maintenance of personal and business customers - Identifying client opportunities for lending, credit cards, insurance & investment - Customer retention and health checks - Performing domestic and international funds transfers