Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Client Services Officer

  • Jul 2022 - Present



National Loans

• Australia
• Financial Services
• 1 - 100 Employee

• Finance Specialist

  • May 2022 - Jun 2022



Agiliti Capital Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Finance Specialist

  • Sep 2016 - Apr 2022



NAB

• Australia
• Banking
• 700 & Above Employee

• Associate, Asset Finance

  • Nov 2014 - Sep 2016

  Associate, Asset and Equipment Finance Associate, Asset and Equipment Finance



Medfin

• Australia
• Financial Services
• 100 - 200 Employee

• Account Manager

  • Dec 2009 - Oct 2014

   Preparing quotes for financing, identifying the options including rates, terms and security.  Completing and processing credit applications and loan documentation for clients.  Liaising with clients at all stages of the transaction: from approvals to calculating the residual balances for payment or identifying refinancing options.  Liaising with the clients’ accountants and suppliers as required.  Following up on warm sales leads and quotes provided to clients.  Running Veda Advantage checks to support applications.  Assisting Relationship Managers with portfolio marketing within the regional area.  Meeting budget and KPI targets.  Complying with company policies and procedures and credit guidelines.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Billing Officer - Contract

  • Oct 2009 - Nov 2009

   Processing charges against clients’ accounts and maintaining the databases.  Preparing daily reports.  Preparing and documenting refunds against clients’ accounts.  Updating the general ledger.  Answering client and account managers’ queries.  Processing charges against clients’ accounts and maintaining the databases.  Preparing daily reports.  Preparing and documenting refunds against clients’ accounts.  Updating the general ledger.  Answering client and account managers’ queries.



NAB

• Australia
• Banking
• 700 & Above Employee

• Card Retention Specialist

  • Oct 2008 - Jul 2009

   Answering inbound calls from customers in a call centre, offering solutions to customer before closing they closed their credit card accounts.  Designing an offer including offering promotions to an existing customer, transfer to a different card product and negotiating available interest rates.  Collecting feedback data.  Answering written correspondence including letters, emails and faxes from customers.  Answering inbound calls from customers in a call centre, offering solutions to customer before closing they closed their credit card accounts.  Designing an offer including offering promotions to an existing customer, transfer to a different card product and negotiating available interest rates.  Collecting feedback data.  Answering written correspondence including letters, emails and faxes from customers.



The Leasing Centre

• Australia
• Financial Services
• 1 - 100 Employee

• Client Services Manager

  • Mar 2007 - Jun 2008

   Processing all documentation for the rental/lease/hire purchase/chattel mortgage agreements.  Contacting the client or their accountants if further information was required.  Organise signing of documentation with client via post or face-to-face.  Conducting credit checks on the applicant using Veda Advantage.  Assisting the Business Development Managers with queries.  Processing all documentation for the rental/lease/hire purchase/chattel mortgage agreements.  Contacting the client or their accountants if further information was required.  Organise signing of documentation with client via post or face-to-face.  Conducting credit checks on the applicant using Veda Advantage.  Assisting the Business Development Managers with queries.



ReD (Retail Decisions)

• United Kingdom
• Software Development
• 1 - 100 Employee

• Customer Relations/Account Manager for Motorpass/Motorcharge

  • Jun 2002 - Mar 2007

   Answering inbound calls in a call centre and providing high levels of customer service.  Assisting customer queries via phone and email  Resolving customer disputes  Managing inbound/outbound collections on card balances, and account reconciliations.  Managing large corporate accounts via the phone and handling email enquiries.  Creating policies and procedures for these managed accounts.  Processing reports and Excel billing statement for managed accounts.  Processing and assessing credit applications on potential corporate accounts.  Assisting with interdepartmental projects and/or campaigns.  Training newly appointed staff members on policies and procedures, and training on the call centre system.  Acting as Team Leader when required.