Gretchen B Email & Phone Number

Auckland, New Zealand

- Performing PQA and FRR checks on 5% of approvals for all lenders within Broker Operations NZ.- Performing Credit Risk Review analysis and reports and to manage relationship with Westpac Risk Management.- Reviewing of Team Leader Monthly Checklist- Reviewing of User Access Revalidation reporting.- Management of all TSAR / Work requests within department.- Management of RBAC profile maintenance- Management of all Drive owner access approvals- Management of Monthly Checklist for Audit purposes.- Performing project analysis – to champion continuous improvement of processes and systems as required.

Auckland, New Zealand

- Credit completion of referred mortgage applications from loan assessment consultants - Credit discretion of CAL 1 +, $1,000,000.00.- Build and maintain relationships with frontline staff- Build and maintain relationships with Broker managers - Support Team leaders and Broker Development managers- Problem solving- Training / coaching of new staff, and on going training / coaching for future development- Ensuring all decisions are within compliance criteria – with 100% checking for new staff and non-CAL holders

Auckland, New Zealand

- Credit assessment of mortgage applications with CAL level of 1+ - $1,000,000.- Build and maintain relationships with frontline staff- Build and maintain relations with Broker managers- Problem solving- 6 x Quality Assurance awards received for 100% error free application- Dedicated Assessor to Aspire Broker firm – totalling 6 brokers

Auckland, New Zealand

- Building and maintaining customer relationships- Problem solving- Sales – identifying opportunities with new and existing customers- Promoting product partners- Completion of Annual Review and Behavioural Reviews for Manager- Completion of Compliancing of all customer files- Maintaining customer accounts and actioning any customer requests including fixed rate rollover, term deposits, excesses etc.- Accompanying manager to client meetings and making details records of discussions and agreed actions to ensure that information is accurate and prompt follow ups where applicable- Visit branches daily to contribute to sales and WOW meetings- Using BBCAT to assess loan requests for existing and new clients

Auckland, New Zealand

- One of the first two lending specialists involved in the pilot of this new team and was involved first hand in the developing of processes and structuring of the team and staff responsibilities- Credit assessment of mortgage application previously declined by ANZ Bank and National Bank.- Use of BMOS, SDA, Systematics, CAP, CDM- Building and maintaining new relationships with frontline staff within ANZ, National Bank and Mortgage Brokers to build the Nationwide Home loans business and market share- Problem solving- Jointly in charge of two junior staff- Trainer for the ANZ and National Bank staff and also Broker Managers- Founding member of social club team

Auckland, New Zealand

- Credit assessment of mortgage applications with CAD of $700,000- Use of BMOS, CAP, CDM, and Manual processes for assessments of applications- Building and maintaining customer relationships- Problem solving- Regularly worked with twilight staff to help with guidance and training- Assisted colleagues with training of new mortgage assessment tool- Regularly worked outside business hours to ensure application were completed within time restraints

Auckland, New Zealand

- Credit assessment of mortgage applications with CAD of $700,000- Use of BMOS, CAP, CDM, and Manual processes for assessments of applications- Building and maintaining customer relationships- Problem solving- Regularly worked with twilight staff to help with guidance and training- Assisted colleagues with training of new mortgage assessment tool- Regularly worked outside business hours to ensure application were completed within time restraints