Bio
Experience
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New Zealand
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Banking
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700 & Above Employee
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Corporate & Institutional Banking - Associate
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Dec 2023 - Present
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Financial Crime Associate - Onboarding
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Jan 2022 - Present
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Lending Service Support
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Dec 2020 - Jan 2022
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ANZ
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New Zealand
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Lending Service Officer
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Oct 2020 - Nov 2020
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New Zealand
Responsibilities• Classifying the cash-in form request to the correct bondholder’s account, including all necessary information,• Validate the cash-in form requests to ensure they meet the company’s policies, procedures and standard requirement,• Conducting an appropriate investigation in order to make a good judgment call before processing and redeeming the cash-in request,• Processing and redeeming customer’s bonus bonds using in-house system in a timely manner,• D-assign (escalate) the cash-in requests from deceased, POA, and trust (group entity),• Ensure that all tasks assigned are completed on daily basis with high quality result (i.e., all bonus bonds items are processed accurately).
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Computershare
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Australia
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Data Entry Operator
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May 2018 - Aug 2019
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Australia
• Processing general, parking and complex infringement notices (as a second key) from Microsoft Access (database) to client’s database in a timely manner. The following must be keyed in as part of the processing:o Infringement number, officer number, offence code, offence date, infringement issue date, offender’s details such as name, address, driver license expiry date, and car registration details (including registration expiry date).• Ensure that all tasks assigned are completed on daily basis with high quality result (i.e., all infringements are processed accurately) whilst meeting the KPI (i.e., process 140 items per day)• Processing nominations on daily basis. Nomination is a process where the offenders claimed they were not responsible for the offence or they were incorrectly nominated as the responsible person.• Processing general and parking infringement notices (as a first key) using in-house program (ReadSoft) in a timely manner.• Complete any ad-hoc tasks as assigned by the Team Leader• Assist Team Leader in clearing escalation queues• Assist other tasks in the team as required, for example, processing university ballot, opening and sorting mails and records management. • Training and supervising new staff• Being touch point for new staff to escalate any issues
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Computershare
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452 Johnson Street, Abbotsford
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Customer Service Representative
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May 2014 - Jun 2016
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452 Johnson Street, Abbotsford
• Validate any off market transfers received to ensure that every form meets standard company's requirements and procedure• Perform security checks on identification documentations received as part of off market transfer processing• Prepare and issue rejection letter, where necessary• Liaise with Relationship Managers and other relevant departments, as required, in relation to verify any supporting documentations (especially documentations from overseas) to ensure it meets company's standard requirement• Able to prioritise my tasks to ensure that any priority and due dates items are completed in a timely manner on a daily basis• Able to meet the company’s KPI• Ensure all tasks allocated are performed quickly in an accurate and efficient manner• Assisting other departments (projects team, mail room) in various data entry processing and scanning tasks using in-house systems, as necessary
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Education
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2010 - 2013RMIT University
Bachelor of Business, Accounting -
2016 - 2017Box Hill Institute
Certificate IV in Hospitality (Patisserie) -
2019 - 2020Auckland Institute of Studies (AIS)
Post Graduate Diploma, Business Administration
Suggested Services
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Industry Focus. “Banking”
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