More than 8 years of experience in various roles in an Australian Mortgage Company highlighting expertise as a credit and escalations officer, providing support from the Data Entry Team to Approvals to Settlements Team. Closely working with the Sales Team, Brokers, BDMs, Account Managers, and Lenders for swift loan approvals. Consistently achieving successful outcomes in a dynamic, fast-paced environment.
Spent years as a Team Leader managing and overlooking Homeloan back office process. Establishing clear and achievable career development plans align with targets and expectations. Ensure daily targets for applications processed are constantly met.
Mortgage Ezy
Credit Support Officer (June 2021 - December 2023)
-Provide end-to-end support to the credit team from Data Entry to Approvals, ensuring timely processing of loan applications within the SLA timeframe
-Managing internal delays on loans and providing ways to resolve issues
-Assist the Settlements Team with Lender escalation prior to Solicitors Instructions
-Assist the Sales Team and Brokers on loans with delays in valuation, income verification, and required missing documents
-Understanding up-to-date Credit Processes and sharing insights on areas of improvements
Escalations Officer (June 2021 - December 2023)
-Coordinate with lenders for fast and smooth approvals of urgent and complex loans
-Managing lenders portal for quick access to real-time loan statuses (Simpology, Loan App, ApplyOnline)
-Cascade Lender-approved changes on the escalation process to the credit team
-Coordinate with mortgage insurance for fast approvals of urgent and complex loans
-Organize a tracker for all loans ready for approval to better understand the escalation process to undertake
-Establish a professional relationship with the DLA Holders for in-house approvals
-Maintain professional relationships with the Sales team, Brokers, Account Managers, and BDMs and provide support with their urgent and complex loans
-Create training materials for escalation and publish them to the company’s internal knowledgebase
Team Lead - Data Entry (January 2017 - May 2021)
-Managing the team on effectively handling home loan applications within a set process
-Set KPI and implement regular productivity monitoring for areas for improvement
-Understanding each tea-----------mber’s key strengths and weaknesses and tailor coaching sessions to their specific needs
-Establish 1 on 1 session to share expertise and enhance the skills of each tea-----------mber
-Achieving the highest incentives received within the first year of program implementation
-Maintaining the highest tea-----------mber retention rate
-Provide comprehensive team performance evaluation to the Executive team and discuss long-term goals and required support
-Top Gun and Extra Miler awardee
Senior Data Entry Officer (June 2015 - January 2017)
-Conducts Home loan application screening
-Complete indexing of application forms and initial credit requirements
-Accurately enter application details in the system within the set SLA timeframe
-Conduct ABN, Credit Report, and Fraud check searches and provide scores for assessment
-Complete entry of assessed loans to Lender portals for approval assessment
-Organize Pre-valuation request screening and entry to the system
-Properly document individual and team performance and discuss results and areas to improve
Verified
