Cloris The Email & Phone Number

Melbourne, Sydney

Customer Remediation contributing to the organisation’s Strategic Change & Partnering objectives. Subject to non -disclosure.

Melbourne, Australia

Operational Excellence - Benefits management and reporting- Project reporting inclusive of risk and issues, resource, finance costs and status reporting via Clarity platform - JIRA training and support, dashboard creation and management - Primavera timesheet maintenance- Confluence page management and architecture - MS Teams and SharePoint file management- Assistance to portfolio General Manager Enterprise Document & Collateral Management- Resource management, on / off-boarding, contract extensions / closures- Vendor management, liaise with account managers to set up applicant interviews- Statement of Work / Change Request utilisation reporting, endorsements and approval process management

Melbourne, Australia

Enterprise Systems Transformation - Deliverables and resource reporting for Program Control Board- On / off-boarding of major program vendors- Collate program deliverables and oversee endorsement and approvals process- End to end procurement management, invoice reconciliation, T&M tracking and approvals- SharePoint document and repository management Power of Choice- Invoice and time sheet maintenance and reporting- Program closure activities- Manage Change Request log- Co-ordinate overseas travel and accommodation with third-party providers

Richmond

- Retain and convert existing portfolio of clients with leases approaching expiry into new assets- Developed streamlined end to end processes with other departments to ensure smooth customer experience- Proactively sell aftermarket and insurance products - Assist with training of new consultants in systems and processes

Port Melbourne

- Deliver presentation of product clearly and concisely in person, over the phone and over email - Achieve set sales targets as set by the business- Provide administrative support to Head Office- Train and develop new staff in systems and process- Ensure audit requirements are met and maintained

Richmond

Analyse customer information and determine product suitabilityMaintain strong working relationships with clients, creditors and jet business stakeholdersMaintaining accurate Customer Relationship System data

Berwick

Achieve finance and insurance product sales targets, vehicle insurance gross profit targets as set by businessCommunicate with Key Department Managers on a daily basis with regard to deliveries and finance approval statusMaking sales presentation to prospects in person and over the phoneActively work with Sales Operation Manager in identifying ways to increase and lift finance penetration and Net Amount FinancedPrepare and ensure compliance of documents for sign up prior to delivery Liaise with financiers in relation to submitted applications and settlementsUp and cross selling insurance products Communicating with clients from beginning to end of application process Ensure compliance to NCCP legislation is adhered to at all times and keeping up to date of legislative changesFacilitate sign-ups both on and off site and ensure timely execution of settlements Update finance information on PMDS system daily to ensure accurate monthly reporting statisticsPrepare and on-forward tax invoices as required

Melbourne Cbd, Elsternwick, South Melbourne

Establishing and expanding client relationshipsConsumer lending, home loans, personal loans, credit cardsCommercial Lending supportInsurance sales Contribute to branch targets relating to other business units within the Branch networkPlan own workload to ensure timely execution of settlementsTraining, up skilling and support of fellow team membersConduct self within legislation and Bank Policy and Procedure Financial advice within accredited scope of Bendigo SmartStart Super product

Melbourne Metro

Staff training and confidence building throughout branch networkEnable branches to function at high level, ensuring compliance with Bank policy and Procedure and being audit readyIdentify areas within branches requiring Regional support and increasing staffing levelsIdentifying and reporting on major issues to Regional Operations for further branch development

Sunshine, Flemington

Support Branch Manager and Supervisor with high work standard, setting branch expectationsCompliance of Bank policy and procedure and assisting with educating other team membersAssisted with branch up skilling and trainingEnsured branch was audit ready with regular reviews of branch operationsEstablishing and maintaining good customer relationsContribute to branch targets relating to other business units and referrals

Certificate Of Lean Competency

Prince2 Agile

Education record

Education record

Business Managers Workshop

Diploma Of Financial Planning, Financial Planning And Services

Rg146, Financial Planning And Services

Vce

Bachelor Of Arts (Ba), Psychology