Edwin Kusuma Email & Phone Number

Camberwell, Victoria, Australia

Case management efforts across various labels including Commonwealth Private, Mercer Portfolio Service, Star portfolio, Investment Exchange, Encircle, Ultimate, working closely with financial advisers, financial planners, and clients to understand their unique needs and deliver personalized solutions using the FirstWrap platform.- Provided comprehensive consultation and training to financial advisers and planners, empowering them to navigate FirstWrap effectively and serve their clientele efficiently.- Assisting with the daily operations of the FirstWrap platform, including account maintenance, transaction processing, and resolution of client inquiries and concerns.- Acted as a liaison between clients and internal teams, advocating for client needs and ensuring timely and satisfactory resolution of platform-related issues.

Melbourne, Victoria, Australia

Assisted customers with various card-related inquiries, including card activation,balance inquiries, transaction disputes, and card replacements.• Provided prompt and accurate resolutions to customer issues, demonstratingstrong problem-solving and communication skills.• Ensured excellent customer service while maintaining a high level of accuracyand attention to detail.• Collaborated with team members to improve processes and enhancecustomer experiences.

Melbourne, Victoria, Australia

Team member of the APRA Commercial Real Estate (CRE) Remediation Project,responsible for data extraction from Siebel and data entry into Sharepoint andExcel.• Managed transactions worth up to $100 million.• Conducted robust analysis on each customer group to determine theirLoan-to-Valuation Ratio (LVR) and Interest Cover Ratio (ICR).• Validated all gathered information to ensure accuracy and consistency.