Associate, Legal & Compliance

• May 2022 - Present

Associate (Home Loans)

• Aug 2021 - Jun 2022

My role at Lendi Group consisted of: - Prospecting customers over the phone, discussing their situation and lending needs. - Leveraging the Lendi Platform and its many innovative features to enable your sales process and create seamless customer experiences. - Converting inbound and outbound enquiries into qualified customer appointments for our brokers across Australia. - Identifying opportunities for customers to refinance their existing loans and obtain finance for new purchases. - Integrating best-in-class sales training with a ‘can do’, positive attitude to consistently achieve results. - Regularly collaborating with key internal stakeholders to drive positive business outcomes and ensure high levels of customer satisfaction and KPIs. - Participating in professional and personal development programs such as the Leadership Mentor Program. Show less

Legal Assistant

• Aug 2020 - Jul 2021

In this role, I was an active part of a highly efficient, collaborative team, and I attended to a variety of legal and administrative tasks, assisting the senior lawyer, including; - Preparation of court documents including preparing briefs to barristers and online filing of legal forms. - Attending to an array of commercial law, property law, family law, workers compensation, motor vehicle accidents and estate matters. - Drafting letters to clients including letters of advice and letters to the ‘other side’. - Preparing new matters and booking initial consultations for prospective clients. - Drafting contracts (primarily contracts for the sale of land/property). - Research on a wide range of legal and procedural issues. Show less

Paralegal

• Jan 2019 - Jul 2019

My position as a paralegal with a highly regarded and well-respected personal injury firm, saw me undertake a variety of administrative and paralegal duties, where I gained valuable insight into the personal injury and workers compensation practice areas of the law. My role included completing tasks such as; - Preparation and drafting of workers compensation, personal injury and motor vehicle accident claims, supervised by senior solicitors. - Preparation and drafting of affidavits in accordance with clients instructions - Preparation and drafting legal correspondence, letters and emails. - Maintaining document registers and schedule ensuring effective file maintenance and organisation, both in hardcopy form and in the firms electronic filing system. - Liaising with clients and other professionals to discuss details of claims and taking client’s instructions - Preparation of briefs for counsel, drafting pleadings and submitting insurance claims on behalf of clients. - Participating in consultations and taking notes. Show less

Insolvency, Reconstruction & Forensic

• Dec 2017 - Dec 2018

Administrative Assistant

• Jun 2017 - Dec 2017