Danielle Kolb Email & Phone Number

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

• Team Subject Matter Expert (SME)• Training new staff on internal processes, procedures and Electronic Conveyancing (PEXA) systems• Relieve Team Leader when absent• Assistance to the Team Leader including: AOM Variance reporting and creating weekly & monthly plans, preparing team rosters and general running of the team.• Demonstrated knowledge of Team Leader & Team Member in Active Operations Management System (AOM) • QA of staff matters prior to proceeding to settlement• Settle all types matters using the PEXA system from standalone Mortgage and Discharge Lodgements to monetary settlements such as Purchases, Refinances and Dual state linked settlements• Thorough check of client instructions and supporting documentation to ensure all details of loan and security are correct. This includes, but not limited to, ordering and review of title search, checking of names and security details, checking valuation reports, contracts of sale, etc. • Correct assessment and input of all fees and charges including Government stamp duty and registration costs, lenders fees and legal/disbursement fees • Preparation and checking of all New Loan documents, including Mortgages and Guarantees in readiness for settlement for a variety of Lenders and all jurisdictions• Preparation of Certification to request funds required for settlement from the incoming Lender and preparation of settlement instructions

Adelaide, South Australia, Australia

• Team Subject Matter Expert (SME)• AOM & Reporting (Variance and Planning)• Writing staff performance reviews• Monthly 1:1 meeting with each team member to discuss performance• Attended and contributed to daily Management Meetings• Attended and contributed to weekly Governance Meetings• Held daily BUZZ meetings for my direct team• Conducted interviews on behalf of the business for both my direct team and other areas of the business

Adelaide, South Australia, Australia

• Completion of Post Settlement function for all new loan settlements accurately and within service levels• Process TT/RTGS payments promptly and accurately• Receipt of trailing documents into docuprep (internal system) on day of receipt• Preparation of security packet to be sent to custodian ensuring accordance with lender specific• Attend to dispatching of security packets• Filing of receipts• Accurately completing daily banking requirements• Attending to collection of bank cheques