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Elizabeth Geldart is listed as Financial Services Professional based in Lysterfield, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Elizabeth Geldart.
Elizabeth Geldart previously worked as Owner/Manager at Liz Geldarts Quality Cleaning and Corporate Analyst at Commonwealth Bank Of Australia. Elizabeth Geldart holds Diploma Of Financial Services, Financial Planning Fns50804 from Kaplan Professional.
Over 14 years banking experience, most recently in the Corporate banking space, demonstrating exceptional results in gaining approvals, customer service, data integrity and maintaining relationships. Highly developed research and analysis skills incorporating first class financial modeling skills and a sound understanding of current tax and accounting standards. Key strengths include:* Outstanding communication, presentation and sales skills. * Committment to continuous improvement * Strong customer focus * Self motivated with a strong work ethic and attention to detail* Ability to work effectively both independently and as part of a teamSpecialties: Certificate 111 in Financial Services FNB30199 (Tier 2)Corporate AnalystBusiness BankingCustomer Service Relationship ManagerFinancial AnalysisFinancial Modelling SkillsStrong Administration skillsData integrityApproval AuthorityPreparation of concise and well reasoned credit correspondenceAssessment of credit risk and execution of risk mitigating procedures
Listed skills include Banking.
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Melbourne, Victoria, Australia
Quality Cleaning business operating in and around Mt Dandenong area
Reporting to and assisting the Relationship Executive through value add solutions. Responsible for completing end to end processing of approvals for commercial customers valued at between $2m and $10m. With a portfolio of 50 clients and credit approval authority to Level 2, provided consistent, high level customer service on a daily basis shown through.
With a portfolio of over 400 small business clients, was responsible for service delivery to clients as well as generating new business for the team and centre. Worked with a variety of teams through the bank and developed strong working relationships and making consistent referrals. Daily duties included: referrals, needs analysis, approvals/applications.
Provided high level administration support to the Business Bankers in the team. Duties included providing client service, documentation presentation, reporting and data integrity.
Recommending approvals for home loans and processing business credit applications. Contacting and assisting clients with daily banking applications and requirements.
Quick answers generated from the profile data available on this page.
Elizabeth Geldart is listed as Financial Services Professional.
Elizabeth Geldart is based in Lysterfield, Victoria, Australia.
Elizabeth Geldart has worked for Liz Geldarts Quality Cleaning and Commonwealth Bank Of Australia.
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Elizabeth Geldart holds Diploma Of Financial Services, Financial Planning Fns50804 from Kaplan Professional.
Elizabeth Geldart is listed with skills including Banking.
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