Experience

Birdie Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Parabroker

  • Jun 2021 - Present

  Preparing Scenarios Packaging Applications File Manager Working with Credit Assessors to get deals approved! Preparing Scenarios Packaging Applications File Manager Working with Credit Assessors to get deals approved!



Successful Ways

• Australia
• Financial Services
• 1 - 100 Employee

• Lending Specialist

  • Jun 2017 - May 2021

  Preparing Scenarios Packaging Applications Working with Credit Assessors File Management Credit Policy SME Preparing Scenarios Packaging Applications Working with Credit Assessors File Management Credit Policy SME



HM Finance Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Loans Officer

  • Feb 2016 - Jun 2017

  Application Processing Preparing Scenarios File Management Application Processing Preparing Scenarios File Management



First Mortgage Services

• Australia
• Financial Services
• 100 - 200 Employee

• Registration Officer

  • Aug 2014 - Feb 2016

  Registration Agent Requisitions Manager Settlement Agent 2IC to Team Leader Registration Agent Requisitions Manager Settlement Agent 2IC to Team Leader



SAI Global

• Information Services
• 500 - 600 Employee

• Account Manager

  • Sep 2013 - Aug 2014

  Prepare settlement instructions for bank/non bank lender ClientsBook same day settlementsContact the Client to resolve document/funding issues at settlementElectronically bank settlement fundsSend settlement documents to regional agentsRespond to settlement enquiries from stakeholders

• Records Manager

  • Aug 2012 - Sep 2013

  Answering Client EnquiriesTrailing Bank/Security Documents Managing workflow allocationsManaging WIP reportsWorkflow planning

• Settlement Officer

  • Apr 2012 - Aug 2012

  Attending settlements on behalf of banks/non bank lendersAttending settlements on behalf of vendor/purchaser solicitorsBanking settlement funds



ACM Group Ltd

• Account Manager

  • Nov 2011 - Feb 2012

  Manage a portfolio of accounts Making outbound calls to debtors to organise full payment or a payment plan to repay monies owed Skip tracing Answer high volume calls on a dialler system Manage a portfolio of accounts Making outbound calls to debtors to organise full payment or a payment plan to repay monies owed Skip tracing Answer high volume calls on a dialler system



Metro Petroleum Janalli

• Store Manager

  • Feb 2009 - Jul 2011

  Operated the POS system and served customers Training of new staff Stock-tacking, ordering products from suppliers, liaising with sales representatives Assisted with roster management Managed the shop by replacing sold stock, cleaning, organising the display of products Operated the POS system and served customers Training of new staff Stock-tacking, ordering products from suppliers, liaising with sales representatives Assisted with roster management Managed the shop by replacing sold stock, cleaning, organising the display of products



Impact Financial Services

• Account Manager

  • Jun 2007 - Feb 2009

  Managed a portfolio of accounts for Clients by making outbound calls and organising final settlements or payment plans with debtors Answered inbound calls and handled debtors enquiries Acted as a liaison between debtors and Clients Managed a portfolio of accounts for Clients by making outbound calls and organising final settlements or payment plans with debtors Answered inbound calls and handled debtors enquiries Acted as a liaison between debtors and Clients