Jaymee Belleza Email & Phone Number

North Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

At WISR Finance we aim to achieve our vision of delivering financial wellness to the world. Within the WISR credit team, I assess personal loan applications in accordance with WISR's internal lending criteria Key Responsibilities: - Analysis of customer financials and additional documents to ensure application data is accurate - Assessment of loan applications to determine loan eligibility based on underwriting and credit guidelines- Quality checks on all submitted applications confirming all applications meet WISR's credit policy- Working closely with the Credit Team and other parties to improve policies and procedures- Assisting in the investigation, verification and reporting of documents and internal applications

Sydney, Australia

Within the New Accounts department, I supported the Small Business Services Team and Consumer Cards Accounts Team for the Australia and New Zealand market. During my time at American Express I saw to the assessment and approval of credit card applications, the management of existing accounts and communication with sales and other internal departments to provide the highest standard of customer service in accordance with the company's valuesPrimary responsibilities: - Processing and reviewing Small Business and Personal Card applications- Updating and maintaining client accounts and processing customer requests – balance transfers, credit limit requests, card and account upgrades - Assisting with department projects relating to operational efficiencies – program and desk instruction development- Addressing customer enquiries- Executing admin. duties required process applications and accounts