Experience

Threshold Financial Services Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Mortgage Adviser

  • May 2021 - Present

• Case Handler

  • Jul 2020 - May 2021


John Charcol - Independent Mortgage Expertise
• United Kingdom
• Financial Services
• 100 - 200 Employee
• Trainee

  • Feb 2020 - Jun 2020

CUA - Credit Union Australia Limited
• Australia
• Banking
• 200 - 300 Employee
• Operations Officer

  • Mar 2019 - Aug 2019


ING Australia

• Australia
• Banking
• 700 & Above Employee

• Remediation Officer

  • Jul 2018 - Feb 2019

  • My role consisted of actioning client requests from amending their home loans, changing direct debits, applying interest rates and verifying documents ready for processing. • I came into a team where SLA’s were important to meet and from the time i was there the team were able to bring their SLA down to the requirement that was set by management. This was a big achievement as teamwork played a crucial role in this. • When verifying documents it was important to be diligent and make sure all the checks were made to ensure that what i was approving met with the rules and regulations set. Its also in the best interest of the customer to make sure their investments are safe. • Customer service was important whilst processing applications as i needed to make sure that what i was doing was to the best of my ability and giving the customer the experience they expected from ING. • My role changed after 3 months and I was seconded out as part of a remediation project where I was investigating accounts that were affected by system issues. I was chosen for this role due the the experience I gathered in the team I joined ING with. Show less



Rabobank

• Netherlands
• Banking
• 700 & Above Employee

• Project Administrator

  • Jun 2018 - Jul 2018

  · My role consisted of setting up accounts for new clients and setting up deposits for both existing clients and new clients. · I was working in a fast paced environment where attention to detail was essential in making sure deadlines were met every day. · On a day to day basis I was answering emails from other work colleagues who needed assistance with an application whilst completing the work that was assigned to myself. · Due diligence was an important factor when completing the applications and I had to ensure that all the applications were meeting the rule and regulations set out. Show less



Old Mutual Wealth

• Financial Services
• 100 - 200 Employee

• Customer Service Administrator

  • Apr 2015 - Sep 2017

  · Administering and assisting financial advisers, customers and other pension schemes holders on the various withdrawals options. · Responsible for ensuring compliance in company security policies and maintain strict customer confidentiality. · Selected with the responsibility for investigating potential fraudulent pension schemes. · Develop and maintain new IT skills in managing company computer systems. · Administering and assisting financial advisers, customers and other pension schemes holders on the various withdrawals options. · Responsible for ensuring compliance in company security policies and maintain strict customer confidentiality. · Selected with the responsibility for investigating potential fraudulent pension schemes. · Develop and maintain new IT skills in managing company computer systems.