Experience

Elantis Premium Funding

• Australia
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Apr 2017 - Present

• Sales Support Officer

  • Aug 2016 - Apr 2017

  - Supporting existing relationships with intermediaries and clients by providing excellent sales and customer service- Manage and develop a portfolio of intermediaries for consultants- Provide day to day sales support to national sales team; provide sales assistance to brokers in the event that the account manager is unavailable; be familiar with the internal process and sales procedures to agreed level of authority; provide total account management to intermediaries that provide less than as agreed by management- Liaise with key business partners to ensure appropriate standards of service are provided- In conjunction with the designed account manager, assist intermediaries and sales team to maximise renewal retention- Assisting national sales team in the development of monthly sales report- Maintain broker CRM reporting platform- Assist sales team in quotation requests and ensure they are delivered within Elantis guidelines - Provide portfolio support for intermediaries and account manager as required Show less

• Senior Customer Service Officer

  • Nov 2014 - Aug 2016

  - Provide professional, personalised, friendly and efficient customer service at all times. - Regularly support and supervision for the team to ensure it is meeting service level agreements and acting as the point of referral. - Build strong relationships with brokers and clients to ensure we are the premium funder of choice within the industry.- Solve complex problems and deal with customer complaints.- Have a high attention to detail by reviewing and approving complex finance agreements and endorsements.- The planning and supervision of team workload allocation. (Over 2,000 contracts are received each month as well as over 1,000 phone calls and over 500 enquiries via email)- Conduct all error tracking for the team to ensure loan contracts are being processed correctly. - Being innovative and coming up with new, more effective ways to conduct the teams tasks more efficiently.- Complete all assigned tasks by COB (approvals, enquiries, follow ups) on top of assisting the team to provide quality customer service. - Building rapport and motivation within a small team and displaying leadership skill to fellow colleagues- Innovative thinking to create and update system procedures- Reviewing and analysing statistics to be entered into our daily reports- Conduct and support training of new starters and involved with recruiting potential candidates Show less

• Customer Service Officer

  • Mar 2012 - Nov 2014

  - Processing finance agreements with efficiency and accuracy- Respond to all broker and client queries within the SLA of 2 hours- Complete all assigned tasks by COB (contracts, enquiries, follow ups) on top of quality customer service over the phone- Provide professional, personalised, friendly and efficient customer service at all times- Solve complex problems and deal with customer complaints- Liaising with insurance brokers and assisting with any queries - Achieve an error rate of under 3% each month- Building rapport and motivation within a small team and displaying leadership skill to fellow colleagues- Innovative thinking to create and update system processes and procedures- Build strong relationships with both internal and external stakeholders Show less



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Transactional Sales

  • Jan 2011 - Dec 2011