Gail Patterson Email & Phone Number

Brisbane, Queensland, Australia

Kaplan Professional provides personalised, guided, and blended learning to help working professionals achieve their education and career goals. I have completed a Certificate IV in Finance and Mortgage broking.

Australia

Brisbane, Queensland, Australia

The core purpose of this role is to assist the Branch Manager to drive the team to achieve the business strategy, initiatives, and targets KPI's. Including being accountable for the overall effectiveness and compliance of branch operations.𝗣𝗲𝗼𝗽𝗹𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:Lead, develop and manage my team to achieve the business objectives to deliver the branch performance measures and plan. Drive Total Retail Relationship, balance and growth, including to ensure the set team minimum standards, are met. Maintain strict cost discipline and identify cost-saving opportunities.]Making sure that all escalations are made promptly, and that corrective action is swiftly taken and that handled according to Bank policy including the resolution. complaints areConducting performance appraisals for the team, identifying any weaknesses and then offering to coach and mentoring to staff who require it.𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀:Support and implement Business Plan and process and procedure improvements and group initiatives within designated timeframes. Foster a compliance culture and implement Group Compliance Policy by managing compliance risk in liaison with the Head of Group Compliance, Regional Compliance Officer, Area Compliance Officer or Local Compliance OfficerEnsure adequate compliance resources are in place and training is provided and optimizing relations with regulators. Maintain awareness of operational risk and minimize the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting in accordance with Group Operations policy.Act as a liaison for the department in particular with regards to communications on compliance matters (Including anti-money laundering matters) and implementing anti-money laundering policies and procedures.

Auckland, New Zealand

The core purpose of this role was to be responsible for the day-to-day operational and people management, motivation and development of a team who were responsible for the maintenance of the Voluntary Business.𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀.Coaching, supporting and developing the careers of 8 staff, including assisting with recruitment, advertising, interviewing and liaising with recruitment agencies, not to forget providing core career development training and ongoing progressionAnswering routine enquiries from team members on a daily basis relating to their work and duties, including communicating concerns and policies among management and team members.Providing the team with a vision of the company’s objectives and integrating new employees into the company and helping them to understand the systems and procedures.Ensuring that appropriate staffing levels are maintained at all times and that there is a certain level is slack in the system to cover busy periods.

Auckland, New Zealand

𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀.Coaching, supporting, and developing the careers of 8 staff, including assisting with recruitment, advertising, interviewing, and liaising with recruitment agencies.Providing core career development training and ongoing progression for those withing the Claims area managing the claims process including lodgements of new claims and claims settlement. Adhering to internal audit controls and external regulations and legislative acts. Liaising with suppliers and retailers' broker and other internal departments and at times the International SOS concerning emergency assistance.The Creation and implementation of the Travel Insurance department, responsible for all administration relating to Travel Insurance also