Experience

Haines Wilson

• Australia
• Financial Services
• 1 - 100 Employee

• Lending Operations Manager

  • Jul 2020 - Present

  •Monitor daily activities to maximize efficiency, productivity, and compliance for all Lendingactivities in Haines Wilson •Create & maintain systems and processes to ensure the highest possible levels of efficiency,compliance and customer communication in the Haines Wilson lending business•Create & maintain a team structure that directly supports the focuses of the business' goals •Support all lending team members through ongoing training and support, to maintain a highlevel of lending knowledge and ability to sustain a high level of positive customer (internaland external) interaction •Work with Director/s to achieve and maintain strong team member morale •Adhere to performance goals across varying areas of the business and operations, including, but not limited to, compliance audit outcomes, customer feedback, customer retention, time frames and efficiency on applications.

• Lending Executive

  • Jan 2018 - Jul 2020

  •Identifying and matching clients needs with suitable options that align with their long term goals•Providing support and assisting clients with loan applications•Gain a broad understanding of various lending products across multiple lenders



Suncorp Group

• Australia
• Financial Services
• 700 & Above Employee

• Lending Specialist

  • Dec 2016 - Jan 2018

  •Work in a fast paced call centre environment •Assisting existing loan customers with enquiries, variation requests and identifying suitable products to better suit an individual situation •Ensure a high level of customer service and consistency •Identify other products and services suitable to an individuals needs

• Sales and Service Consultant

  • Jun 2014 - Dec 2017

  •Adhere to sales KPI's •Assisting new and existing customers with general enquiries and also initiating new business to align with organisational goals •Deliver a high level of customer service •Have the ability to cross sell to other products and services across the group