Client Solution Settlement Expert LENDI GROUP Pty Ltd.
• liaising with customers, lenders and the relevant teams in the customer function to ensure that loan applications are submitted, approved and settled timely. For home loan applications.
• dedicated to guiding each application towards a seamless settlement, helping our customers when they need it, eliminating any potential hiccups, and keeping them up to date with the progress of their application until they reach settlement.
• Collect and review pertinent documents received from clients, brokers, and lenders to ensure all requirements and outstanding conditions on files are met within the prescribed timelines
• Support the preparation and execution of lender documentation and/or contracts to close home loan applications
• Assist in the discharge process including and review and resolve application issues prior to settlement,
• Capture detailed notes of your activity within Salesforce to ensure accurate documentation for each file
• Accurately monitor and track settlements within your pipeline through active follow-up with stakeholders
• Keep informed of the settlement process and requirements to ensure alignment with company and industry guidelines and best practices
• Answer and address client questions and/or concerns related to the settlement and closing process
• Navigate complex issues related to titles and/or liens
• Build strong relationships with internal and external stakeholders to ensure a strong client service delivery
CREDIT UNDERWRITER, HSBC (HONGKONG SHANGHAI BANKING CORPORATION)
• Sending reports directly to onshore clients in Australia.
• Been assigned with the task of operation support as well as check and approve applications of high-risk customers.
• Having hand and hand meeting with onshore Australian clients on a daily basis to better assist them with their concerns.
• Been using 15 different software tools to approve a credit card or personal loan applications, same with mortgage.
• Been assigned to train agents in India on how to process and support Australia as a back-up continuity plan.
• Been Top 1 out of 85 credit underwriters for 5 consecutive months.
COMPLAINT MANAGER, TELSTRA
• Collating data and reports for our onshore partners.
• Been promoted as one of complaint telecommunication ombudsman officer handling escalated complaints.
• Been Top Complaint Manager for 8 consecutive months and been given recognitions for resolving customer complaints and providing good cutomer service experience.
CUSTOMER SERVICE REPRESENTATIVE, TELETECH
• Provided a friendly and clear communication with the customers.
• Addressed customers' questions and inquiries very well resulting to a good feed backs to the company.
• Assigned to be a subject matter expert to a team.
• Been the Top Sales Agent for 6 consecutive months.
