Experience

Paradigm Group

• Hungary
• Financial Services
• 1 - 100 Employee

• Office Manager

  • Aug 2023 - Present



Bank of Melbourne

• Australia
• Banking
• 500 - 600 Employee

• Assistant Relationship Manager

  • Aug 2017 - Aug 2023

  • Undertake the management of customer lending and banking needs.• Perform reporting, outbound calling, data entry, and loan processing.• Liaise, communicate, and coordinate clearly with customers, solicitors, and internal processing teams to ensure harmonious working relationships and outcomes• Execute operating rhythms for the Relationship Managers which enabled quality conversations with customers and resultedin an increase in daily sales across the business.• Taking initiative to create a structure to the team’s processes.• Processing morning reports for the RD’s• Redacting TFN from documents for loan applications• Creating loan applications on behalf of the Relationship Managers• Following through on Settlement and discharge tracking and processing.• Preparing documentation for customer.•Completing checklists after settlements to confirm all is in order.• Title and Company searches via Dye & Durham• Rostering team meetings Show less

• Customer Service Specialist

  • Oct 2014 - Aug 2017

  • Taking appointments and helping customers achieve their financial goals.• Scheduling appointments for myself and the lender• Training new and existing staff and supporting the branch team to succeed.• Helping the branch manager with tasks she delegates to me e.g., compliance, motivating and training staff, promoting the branch.• Outbound warm and cold calls to promote business and provide great customer service.• Problem solving and dispute resolution.• Handling stock ordering Show less



AKL Finance Group

• Bentleigh, Victoria, Australia

• Client Services Manger for Amber Linzner & Tony Duca

  • Mar 2014 - Oct 2014

  • Answering phones. • First point of contact for customers • Taking direction as well as being self-sufficient as I was often in the office on my own. • Problem solving. • Data entry • Dealing firsthand with Conveyances, Lawyers, Builders, Mortgage lenders, Real-estate agents. • Opening and addressing all ingoing and outgoing mail. • Addressing ingoing and outgoing e mails. • Organising stock. • Working independently. • Working in a group environment. • Organising and participating in team activities. • Scheduling appointments • Scanning and uploading documents to system. Show less



St.George Bank

• Australia
• Banking
• 700 & Above Employee

• Customer Service Officer

  • Sep 2010 - Mar 2014

  • Provided superb customer service to clients ensure that the customer’s needs are met. • Cash handling • Being a first point of contact for customers. • Answering phone calls and assisting customer inquiries and re-directing calls. • Calling my customers on a regular basis to see if there are any other needs the Bank of Melbourne can help them with • Receiving and sending out work related e mails and generating customer letters. • Participating in and contributing to daily meetings to set the tone for the day and establish our daily focus. • Scheduling appointments • Handling stock orders • Complaint resolution • Problem solving daily. • Working well within a team as well as being fully competent on my own. • Working alongside team members in another role to achieve a common goal. • Constant training on new products and services to grow and improve my skill set. Show less