I prepare loan application documents, Letter of Offer, Due Diligence, Solicitor Instructions, Settlement Letters and receive inquiries from clients in commercial/private lending which is the niche of the company. I also do servicing calculator, loan application documents, data input of home loan applications until settlement.

I have worked with the following clients as independent contractor under Filo Business Support Services.I provide admin support services to mortgage brokers in Australia. I prepare the servicing calculations and search for the best lender that fits the need of the clients. I assist in the loan packaging, loan submissions and getting the formal approval of the home loan. Daily task includes contacting clients and providing them options, answering their queries and processing any admin related requests. I also liaise with bank managers to discuss scenarios and escalations of the loan applications.Clients:Lucky Money Pty LtdProperty Avenue Pty LtdBrokerHub SAVIC Loans ExpressBlambles Finance

As a Customer Solution Specialist, I deal with the retention of clients who wish to refinance their loan. I receive inbound and make outbound calls to clients who are requesting to discharge their loan. I speak to them to understand why they want to refinance and move to another bank/broker and look for possible solutions to save our existing clients. I do rate reviews and liaise with the banks to get the best and lowest rate to offer to the client.

As an Australian Loan Mortgage Specialist, I handle post settlement variation request from our existing clients. I receive inbound and outbound calls from clients to discuss the changes that they want to do. I also do the admin tasks, such as preparing the paper work and documents for the client's request. Once all is completed I liaise with the banks to complete the variation request.Loan variations consists of Product and Legal Variations.Product Variation: Adding/Removing of an offset account, Split/Consolidation of Loan, Fixing/Breaking fixed rate, Interest Only Conversion, Principal & Interest Conversion, Loan Purpose ConversionLegal Variation: Title variation, Substitution, Subdivision, Partial Discharge

I receive inbound calls and help customers with their internet billing, payments, account changes, number porting, NBN migration order, troubleshooting, complaints, questions, and give information about their accounts.

I started my own business, in line with our family business, wherein I handled 20-30 employees. I managed the production, finance and weekly meeting of the team.

As a Quality Analyst, I listened and evaluated calls from the 3 teams that I am assigned to. I listen to 2 calls of each agent per week and send my evaluation and coaching to the agent, agent's Team Leader and to the Quality Manager. Our main goal is to maintain the quality of calls and make sure that each agent follow through the set call flow and correct process. We also reviewed and updated the process if needed, to meet the client's standards. I have done Quality Talk to new employees and coach them if need to improve their scores. We also submit KPI reports every month for the teams that we handle to help them improve their performance and scores.

As a Customer Service Representative, I receive inbound calls for all LOB of Bell Canada, which are Phone, Internet and Satellite TV. I answer billing inquiries, account changes, number porting, troubleshooting the Satellite TV and technician scheduling.

As a Customer Service Representative I receive inbound calls and help customers with complaints, questions, and give information about their mobile service, activation, number porting, billing and troubleshooting.