Experience

Metro Finance

• Australia
• Financial Services
• 1 - 100 Employee

• Settlement Manager

  • Apr 2017 - Present

  * Manage Settlement Team * Provide leadership & Strategic direction to the Settlement team * Build & Maintain strong working relationships with both internal and external Stakeholders * Review, manage and update the day to day operational processes, controls and audit requirements for the team * Manage Settlement Team * Provide leadership & Strategic direction to the Settlement team * Build & Maintain strong working relationships with both internal and external Stakeholders * Review, manage and update the day to day operational processes, controls and audit requirements for the team



Westpac

• Australia
• Banking
• 700 & Above Employee

• Team Leader - St George Bank

  • Apr 2015 - Mar 2017

  •Manage the work flow through the department to ensure service level agreements are meet•Authorise the payments for each settlement (Dealer and insurers) ensuring the file is executed correctly and documented correctly.•Complete the Dealer run to pay the dealers•Liaise with the settlement officer if file is returned through compliance and give the necessary training to make sure it doesn’t happen again.•Handle all escalations from the settlement officers•Handle customer complaints•Communicate with compliance on any issues that may arise•Provide feedback to the State Managers and Account Managers re the Held files through reports and emails

• Team Leader - Capital Finance

  • Nov 2008 - Apr 2015

  •Manage the work flow through the department to ensure service level agreements are meet•Authorise the payments for each settlement (Dealer and insurers) ensuring the file is executed correctly and documented correctly.•Complete the Dealer run to pay the dealers•Liaise with the settlement officer if file is returned through compliance and give the necessary training to make sure it doesn’t happen again.•Handle all escalations from the settlement officers•Handle customer complaints•Communicate with compliance on any issues that may arise•Provide feedback to the State Managers and Account Managers re the Held files through reports and emails



Bankwest

• Australia
• Financial Services
• 700 & Above Employee

• Lending Specialist

  • Nov 2007 - Jul 2008

  •Management and ownership of transactions, which can involve all activities from preparing loan documentation through to settlement including: •Understand the ‘Deal’ parameters to ensure security requested or existing securities is appropriate to cover the bank’s position. •Preparation of commercial loan documents to enable discharge, variation, settlement and drawdowns. •Stamp duty calculations and amount payable is correct and are in accordance with the Office of State Revenue requirements. •Identify and recommend any improvements of procedures and processes that benefit the operational effectiveness. •Provide support through delivery of exceptional customer service, and acting as point of contact for queries and instruction from internal and external customers. •Assist and support the Business Centre to maintain the various compliance and reporting functions, in accordance with applicable Bank Policies and Procedures, and Government Legislation. •Communicate with the business units, the banks panel of solicitors and client solicitors to obtain information and instruct the banks panel of solicitors to prepare complex security documents. •Prepare application for replacing new titles with accompanying supporting documents on the investigation completed.



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Team Leader

  • Jun 2002 - Oct 2007

  •Developing a best practice to minimise settlement errors which may result in a cost to the organisation •Preparing disbursements and reviewing and processing of draw downs •Motivate and manage a team of twelve staff which included Examiners, Document officers and investigators •Manage customer complaints and ensure efficient resolution of which the outcome is satisfactory to the client while maintaining corporate integrity •Lead departmental meetings on a daily basis •Product knowledge in specific to home loans. Providing information to branches and retail banking staff. •Create innovative and effective ideas that would improve the running of the team whilst achieving its goals. •Oversee prepared documentation for discharge settlement. This included checking outgoing documents, letters and cheque/money directions. •Managing a diverse workload whilst meeting all objectives of role. •Resolve unexpected problems when settlement is proceeding. This includes negotiating settlement times during the day of settlement •Ensuring that the Bank was not exposed to losses when releasing security documents. •Liaise and provide customer service with both internal and external clients •Preparing executed documents for settlement. Ensuring that all necessary documentation has been checked thoroughly. •Liaising with external clients by meeting (face-to-face) and contacting (via telephone or written confirmation) mortgage brokers, solicitors and clients. •Investigate problem files which could have led to customer complaints but was solved before our service level agreement (SLA) expired. •Training new and existing team members on processes and investigative skills to achieve team goals.