Experience

Bartons Chartered Accountants & Wealth Advisors
• Australia
• Financial Services
• 1 - 100 Employee
• Lending Advisor & Client Services Manager- Lending

  • Dec 2016 - Present


Crossing Road Mortgages

• Australia
• Banking

• Client Services and Administration

  • Nov 2015 - Nov 2016

  Control of loan applications from submission to settlement. Control of loan applications from submission to settlement.



Search Mortgages

• Financial Services
• 1 - 100 Employee

• Loan Assistant

  • Aug 2013 - Oct 2015

  Ensuring loan settled on time. Client contact. Dealing with conveyancers, real estate agents. Ensuring loan settled on time. Client contact. Dealing with conveyancers, real estate agents.



Infinite Lending Solutions

• Australia
• Financial Services
• 1 - 100 Employee

• Lending Assistant

  • 2012 - 2013

  Submit new home loan applications, follow through to drawdown. Updating clients/agents/conveyancers on regular basis. Process construction loan drawdown payments Submit new home loan applications, follow through to drawdown. Updating clients/agents/conveyancers on regular basis. Process construction loan drawdown payments



DB Wood Limited

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Services Administrator

  • Sep 2006 - Feb 2012

  Prepared financial reviews for the Finance Planners to present to their clients, this included speaking to Financial Institutions, obtaining balances, details of withdrawals, calculating net profits/losses made. Submission of new business, ie life insurance applications, pension transfer, new home loan applications, new investment policies. Prepared financial reviews for the Finance Planners to present to their clients, this included speaking to Financial Institutions, obtaining balances, details of withdrawals, calculating net profits/losses made. Submission of new business, ie life insurance applications, pension transfer, new home loan applications, new investment policies.



Vodafone

• United Kingdom
• Telecommunications
• 700 & Above Employee

• Customer Service

  • 2002 - 2006

  Working in a call centre, answering incoming calls. Assisting member of the public with account queries, billing queries, problems with handsets. I initially started on indirect customer services which would deal with oncoming calls from the general public who had obtained their mobile phone contracts through a business partner ( dealership, mobile phone shop) . I then moved to Premium Customer Services who dealt with accounts with larger volumes of handsets, companies, football clubs etc. Working in a call centre, answering incoming calls. Assisting member of the public with account queries, billing queries, problems with handsets. I initially started on indirect customer services which would deal with oncoming calls from the general public who had obtained their mobile phone contracts through a business partner ( dealership, mobile phone shop) . I then moved to Premium Customer Services who dealt with accounts with larger volumes of handsets, companies, football clubs etc.



Yorkshire Bank

• United Kingdom
• Banking
• 300 - 400 Employee

• Personal Banker

  • 1990 - 2002

  I started working for Yorkshire Bank, who are owned by National Australia Bank in 1990 and started off on bank office duties, moving through to teller, then to enquiries, assisting clients with personal loans, home loans, account enquiries. In 1999 I qualified as a Financial Advisor and was able to offer advice on life insurance, savings plans, pensions and investment products through National Australia Savings Limited and National Australia Life. I started working for Yorkshire Bank, who are owned by National Australia Bank in 1990 and started off on bank office duties, moving through to teller, then to enquiries, assisting clients with personal loans, home loans, account enquiries. In 1999 I qualified as a Financial Advisor and was able to offer advice on life insurance, savings plans, pensions and investment products through National Australia Savings Limited and National Australia Life.