Austin Pan Email and Phone Number

• Provide support to bankers in creating and preparing lending submissions for Property Finance, Construction Finance, Equipment Finance and Balance Sheet lending.• Case manage applications through the lending process with contact point accountability for any matters required to progress customer applications to deliver exceptional customer outcomes• Assist bankers to obtain and accurately collate all required lending information from customers to complete lending requests to deliver a superior customer experience• Engagement with value chain partners to assist in delivering and meeting customer needs as requested such as customer, bankers, fulfilment centre, credit, specialist bankers, mortgage writers, relationship associate and deal structuring & execution teams• Assist Team Lead in implementing continuous improvement for process efficiency to enhance the customer experience

• Assisting customers with their home finance goals whilst building long-lasting relationships• Resolving customer complaints and dealing with complex deals including bridging, self-employed/trust and guarantor loan applications• Participating in community engagement and business development events• Identify needs and providing efficient, accurate and quality solutions across all customer segments• Coordinating internal and external stakeholders including solicitors, settlement agencies, to deliver timely and quality customer service • National #1 in Team for customer satisfaction/advocacy, with average individual scores of 10/10• Consistently achieving branch home loan target: - FY 18 – Q3 123% branch home loan disbursal target, - FY 18 – Q4 #2 Branch loan disbursal in the North and City area

• Monitored existing portfolio investments, interacting constantly with management• Participated in Bloomberg seminars in Equity, Fixed income, Bloomberg API and BTTC• Collected and synthesizes financial, market and industry data using Bloomberg Terminal • Conducted company research – including financial analysis, industry trends, company management and strategies• Participated meetings with the management team in discussing underlying industry, competitive dynamics, business drivers, and strategic direction