Service Operations Officer
Brisbane, Australia
I was invited to join CBA on a permanent basis in the After Care Team, Group Lending Services, after demonstrating success in a temporary role.In this team, we worked closely with Lenders and Brokers to ensure mortgage documentation was error free. This included accurately processing a high volume of new applications, mortgage transfers and mortgage releases: e.g. checking Lot & Plan numbers, Vendor/Purchaser names, fees paid. I maintained the follow-up spreadsheet for outstanding documents for whole team and took my turn to lead the weekly team ‘huddle' to identify issues (e.g. late Service Level Agreement milestone), explore the impact on the team, workload and customer, and led solution discussion. I entered customer information accurately onto the Home Loan System (HLS) and checked that HLS details matched CommSec system.I attended bi-annual fraud training to learn of potential new risks or procedures, maintained knowledge of privacy and information access regulations.I worked for the Document Custodians Team for 3 years, which worked closely with the After Care Team, checking that all mortgage details were correct and that the loans had been fully funded. This role was made redundant as part of a large restructure at the end of 2017.Achievements:► Exceeded the average team transaction processing level by 25% - 150 per week vs 120 per week with lower than team average error rate.► Gained a reputation for going above and beyond to help achieve SLA milestones to avoid non-performance penalties.► Provided timely advice and assistance to mitigate risk of additional fees that might hold up a transfer or release of a property transaction.► Correctly identified high levels of risk and acted to mitigate the potential loss to the bank - for example - signatures not matching on a title search could be fraudulent with potential risk of $200K to $1M.