Experience

Victory Funding

• Australia
• Financial Services
• 1 - 100 Employee

• Service Team Leader

  • Jun 2022 - Present



nlc Pty Ltd

• Australia
• Motor Vehicle Manufacturing
• 100 - 200 Employee

• Settlement Officer

  • Nov 2021 - Jun 2022



BMW Group Financial Services Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Premium Funding Account Manager

  • Nov 2016 - Mar 2020



BMW Group Financial Services Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Premium Funding Account Executive

  • Aug 2015 - Aug 2016

  • Investigate queries and find solutions that meet the client and brokers needs• Communicate with relationship managers, key insurance brokers and clients to address all requests and inquiries• Regular reconciliation of business accounts, using internal software to identify, allocate and clear transactions within specified time frames. • Monitor and clear unallocated transactions in a timely manner, liaising with finance teams to provide updates on outstanding items. • Set-up, update and manage broker clients on relevant internal and broking software platforms. • Validate client data ensuring accuracy of details • Prompt registration of new clients• Business plan & strategy development

• Premium Funding Consultant

  • Oct 2013 - Aug 2015

  • Investigate queries and find solutions that meet the client's needs• Communicate with relationship managers, key insurance brokers and clients to address all requests and inquiries• Processing of daily loan disbursements and endorsement applications; applying a keen eye for detail to ensure 100% accuracy of data. • Monitor and clear unallocated transactions in a timely manner, liaising with finance teams to provide updates on outstanding items. • Processing of daily bank files for drawing and settlement in adherence with strictly prescribed banking deadlines• Validate client data ensuring accuracy of details • Prompt registration of new clients

• Settlements Officer

  • Apr 2012 - Oct 2013

  • The handling of all contract settlements and processing to finance system with emphasis on direct contact with the dealer network • Compliance of contract documentation to ensure correct completion• Checking all data entry • Being available on the phone system to assist with dealer enquiries• Assisting with lodgment of NSW Stamp duties online• Assist with maintenance of Settlements procedure manual• Assist in other departments as required for the purpose of Cross training• Running the bank file each day• Calculating commission enquiries• Assisting accounts regarding missing payments, unknown payments, queries and remittances• Running wholesale and remittance reports at the end of the day

• Customer Service Consultant

  • Feb 2011 - Apr 2012

  • Take calls and assist customers with various enquiries – AU & NZ• Training of new staff members• Complete a number of emails per day• Short fall refunds • Admin officer role for 3 months from October 2011-Dec 2011. This included completing emails regarding difficult requests. • Creating support manuals for the team eg: Customer Support Guidelines and Assisting with the Admin manual • Organisation of all social events for the team• Creating process improvements for the team and system• Completed NZ workshop along with another consultant to give the team a better understanding of our NZ team • Working with other departments such as Acceptance, Collections and Compliance because of the Admin role• Assisting Team leader with small tasks on a regular basis



MYER

• Australia
• Retail
• 700 & Above Employee

• Customer Service

  • Nov 2010 - Feb 2011

  • Serve customers using six-step customer service standard• Train new staff members • Organise merchandise and stock inventories • Help customers with enquires – provide advice, styling tips and product knowledge • Resolve customer disputes • Answer in-coming calls & assist with query• Effectively process stock inventories • Contributed to consistently good monthly sales figures and merchandising ideas at team sale meetings. I successfully applied the principles of retail selling to meet brand standards