Experience

Millbrook Group

• Canada
• Business Skills Training
• 1 - 100 Employee

• Mortgage Manager

  • févr. 2021 - - aujourd’hui



Barristers'​ Chambers Limited

• United Kingdom
• Legal Services

• Client Services Manager

  • nov. 2019 - juil. 2020

  Dual line finance and client services manager role with the property trustees of the Victorian Bar. Dual line finance and client services manager role with the property trustees of the Victorian Bar.



La Trobe Financial

• Australia
• Financial Services
• 300 - 400 Employee

• Senior Settlement Officer

  • févr. 2019 - août 2019

  - Returned to settlement team to assist with residential and smsf lending while remaining in place as devoted Commercial and Sharia lending resource.- Assisted onboarding process for new panel solicitors and became primary point of contact.- Provided numerous policy summaries to assist Business Development Managers and brokers to have quick understanding lending practices, policies and procedures.

• Account Manager

  • juil. 2018 - févr. 2019

  Solo point of contact and devoted settlement officer for Commercial Lending above $2million with no upper limit. Continued solo point of contact for Sharia settlement and servicing.

• Mortgage Loan Closer

  • mai 2017 - juil. 2018

  Arrange property settlement, internal funding, loan processing and servicing, customer service and ongoing management of pipeline averaging 60 files/ $40million total lending value.Notable achievements included unsolicited acknowledgement on ProductReview.com.au from clients, and in becoming solo contact for Sharia lending business partners.



Self Employed

• Real Estate
• 1 - 100 Employee

• Career Break - Bereavement Period

  • juin 2016 - mai 2017

  Bereavement Period due to sudden loss of close family member. Bereavement Period due to sudden loss of close family member.



MSA National

• Non-profit Organizations
• 1 - 100 Employee

• Paralegal

  • janv. 2016 - juin 2016

  Verify loan, security and other documentation to prepare matters for settlement; book and arrange settlement with lenders, solicitors, conveyancers and loan brokers; arrange banking of settlement monies and lodgement of security documentation. Verify loan, security and other documentation to prepare matters for settlement; book and arrange settlement with lenders, solicitors, conveyancers and loan brokers; arrange banking of settlement monies and lodgement of security documentation.



First Mortgage Services

• Australia
• Financial Services
• 100 - 200 Employee

• Mortgage Processing and Settlement Officer

  • juin 2014 - nov. 2015

  - Pre-settlement verification to ensure matters ready to settle once booked, confirmation of loan funds available, and arrangement of settlement booking between parties and settlement venues.- Liaise with all stakeholders on day of settlement to instruct lenders, attending agent and other transacting parties on required documentation and payments.- Resolve issues threatening settlement immediately.- Step up/ additional duties undertaken to assist Settlement Officers, eventually becoming a fully functional settlement agent (attend and perform settlement, exchanging all documents and payments accurately on behalf of numerous lenders and financiers).



National Australia Bank

• United Kingdom
• Banking
• 1 - 100 Employee

• Homeside - Settlement and Drawdown Officer

  • déc. 2013 - juin 2014

  - Drawdown of high volume consumer lending upon completion of settlement.- Liaise with external settlement agent to avert or work around funding shortfalls on day of settlement.- Daily reporting to ensure all (and only) completed settlement files drawn correctly.- Print cheques and liaise with national Branch Network for regional settlements using external agents.- Step-up duties undertaken to learn team quality assurance and internal account reconcilliation tasks, in addition to taking on escalated "Broker Support" hotline and inbox for urgent and escalated issues.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Global Private & Wealth - Settlement Officer

  • janv. 2012 - juil. 2013

  - Service and operational support for personal bankers of highest value clients segment.- Book and arrange national settlements for high-ultra high worth private banking clients.- Attend to loan and other facility maintenance resulting from loan restructring.- Build rapport with internal and department external stakeholders.- Provide SME support to short term and new employees, project team, front line (customer-facing) bankers and other internal stakeholders.- Attend to stamping, registration and satisfaction of requisitions for security documents lodged after settlement.

• Small Business- Finalization Officer

  • juin 2011 - janv. 2012

  - Arrange stamping, registration and filing of client security packet for all security documentation- Pursue outstanding security documents for business lending up to $1mil- Execute, remedy execution or reject faulty execution of security documents including those under new Personal Properties Security Act- Caveat properties where bank exposed without security for more than 6 weeks- High urgency due to risk of segment (small and emerging businesses) and necessary delay between lending and perfection of security

• Fulfillment- Drawdown Officer

  • avr. 2010 - juin 2011

  - Drawdown of high volume consumer lending upon completion of settlement.- Liaise with internal stakeholders to avert or work around funding shortfalls on day of settlement.- Daily reporting to ensure all (and only) completed settlement files drawn correctly.- Daily reporting of missed settlements and system issues preventing loan drawdown.- Provide subject matter expertise to project team for various departmental projects.



Thomson Reuters Legal Australia

• Australia
• Information Services
• 1 - 100 Employee

• Sales Administration and Compliance Officer

  • déc. 2005 - sept. 2009

  - Ensure compliance of purchases sourced through (national) telesales, field sales and online sales channels.- Pursue and resolve credit and billing issues for existing clients outside agreed terms of services- Liaise with product development, sales, marketing and other internal stakeholders to maintain current awareness of active marketing campaigns, discounts and industry based member agreements.

• National Telesales Coordinator

  • févr. 2003 - déc. 2005

  - Calculation and reporting of monthly commission and sales incentive payments.- Assist sales team to confirm and understand monthly targets, interim progress, and commissions paid and outstanding.- Support National Telesales Manager by diverting administrative work and process management to allow focus upon people management.- Assist seminars and events coordinator as required for internal conferences and external seminar offerings (primarily in venue, diary and event management).



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Sales and Marketing Lead Generator

  • sept. 2002 - févr. 2003

  Telephone and internet based lead generator role to create warm leads for professional publishing telesales team.- Investigate job titles of relevance or potential interest to sales team based on seasonal marketing activity.- Create and research lists of industry contacts within accounting, legal, human resources and other industry segments.- Keep abreast of industry developments and events with potential to provide additional marketing or contact opportunities for sales department. Telephone and internet based lead generator role to create warm leads for professional publishing telesales team.- Investigate job titles of relevance or potential interest to sales team based on seasonal marketing activity.- Create and research lists of industry contacts within accounting, legal, human resources and other industry segments.- Keep abreast of industry developments and events with potential to provide additional marketing or contact opportunities for sales department.



Pracom Outsourced Services Pty Limited

• Software Development

• Customer Complaints Officer

  • nov. 2001 - sept. 2002

  - Manage and resolve complex complaints sourced via external regulatory body (Telecommunications Industry Ombudsman).- Mitigate or remove risk of litigation to third party client by resolving all cases via Alternate Dispute Resolution.- Fulfil law enforcement requests for information according to legal and policy requirements.

• Customer Service Representative

  • juin 2001 - nov. 2001

  - High volume, call-centre based customer service for prepaid mobile telephone customers.- Meet and exceed daily Key Performance Indicators based on total call volume serviced and average time per call to complete.