Patrick Sim Email & Phone Number

Shelly Street

Data Remediation of Loan Purpose and Loan Reclassification within the Product and Analytics TeamThis is an exciting role to be part of where the changing regulatory environment ( set by APRA and ABS) has driven the need for more robust management of Loan purposes within the industryReview and analyse a range of data from settled loan files and credit applications based on the loan purposes and segmentation details ensuring that they are within the guidelines and rules provided Assess the loan purposes and make changes to them or reclassified them accordingly if required and making sure that all findings are up to date and are recorded accordingly and accuratelyThese assessments are based on the set Rules Description to ensure that the approvals are in line with the Primary Purposes and Loan Purposes and also to ensure that the loans are compliant to the Macquarie's Credit Policies , APRA's requirements and the ABS guidelines ( ie. correct ABS Code selected based on its Loan Purpose ) Attend on-going meetings or catch up with regards to issues, findings and trends and offer suggestions and provide input with regards to any process improvementsBroker Accreditation Reviews :Collate/Manages Broker Accreditation Data that have been on boarded and preform QC Review on selected Data as part of the on-going tasks of the Quality and Training Team

Concord West

Exposure to Business Banking operations aspect of Westpac Banking Group providing support our Branch network (internal stakeholders) and mass market clients (external stakeholders) . Primary responsibility is to process all Releases ( Discharges), Debt Repaid, Consents and any VariationNeed to ensure that all requests that comes through either via emails and mails (both internal and external) are checked and verified and that they are within policy and procedure before submitting request to Offshore Team (GENPACT) for processingAssisted in looking after In Box with regards to Work Allocation to our Off Shore Team and answers any queries when it arisesAssist in preparing proposal for submission for approval if credit analysis is requiredLiaise with Off Shore Team with regards to any issues with received request where client needs to be contacted or answering any queries that they may haveAnswering all in bound calls as and when required on all matters pertaining to Business Banking and providing updates with regards to Branch network (internal stakeholders) requests or requests from mass market clients (external stakeholders) Making out bound calls as and when necessary to gather information and to discuss/check/verify information with both internal and external stakeholdersWorking closely and liaise with our Settlement Teams in all states and also our Quality Assurance TeamNOTE :Have cross skilled in processing Settlement of Business Loan for St George Bank Assisted the Team during the end of financial year - June 2016

Sydney, Australia

Exposure to all banking operations aspect of Mortgage Division within Macquarie Bank from Pre -settlements ( application, credit to approval) to Post Settlements ( settlements to processing of variations and customer servicing) Primary responsibilities is to make sure all documentations processed are accurate and compliance with policy and procedure and managing the day to day workflow by making sure that SLA is adhered to.One Team ( Outsourced - Manila, Philippines) Coordinator between Mortgage Operations in Sydney and Manila - ensuring that work flow is adhered to and issues resolvedInvolved in coaching, training and coordinating of both Sydney and Manila Team, Ad Hoc Projects as and when required and On Going System Testing during/after upgrading or enhancements ( UAT and BAT Tester) Assist and preparation of daily reporting tasks and also acts as the 2 IC as and when required or at manager's absenceAchievements :Promotion - Associate Manager - May 2012Endorsed as one of the Mortgage Operations Specialist One Client View (OCV) Project - Team member involve with migrating data from our core mortgage system to our web base CRM system from data remediation to UAT and BAT Testing and also a Change Champion when system went liveOne Team Project – Outsourcing of work to our Manila Team which includes writing procedures for tasks to be transitioned, coaching and training, system testing, reporting and daily phone conference - One Team Coordinator

Sydney, Australia

End to end process of loan Settlement - data entry, document verification, liaising with all parties to ensure accuracy at settlementsTrained as back up Quality Assurance Consultant and also crossed trained in Discharges Dept/ Credit Team and also Macquarie Investment Lending Team

Sydney, Australia

Brokerage Company - Commercial and Residential Loans

Sydney, Australia

Day to day management of team ( time and task) coaching and training and making sure all SLA are met. Involve in general management duties like reporting, strategic and business development meetings etcParticipate in Ad Hoc project works and also part of management team involve in recruitment and Occupational Safety and Health of the team Nov 2002 – Nov 2004Home Loan Securities Officer – SeniorRAMS HOME LOAN SYDNEYJuly 2001 – Nov2002Home Loan Securities/Settlement Officer

Sydney, Australia

Working in one of the pioneer in eSales/ Telesales company is both interesting, exciting and rewardingCoordinate the workflow between the Sales Team and the Operations Team till loan settlesWork closely with all eSales/Telesales Managers to ensure that documentations received, processed, approved and settled in a timely mannerActing 2 IC in the Settlement Team Back office operations was sold to UNISYS Credit Services

Sydney, Australia

Contact Centre Administrations and Sales Support - providing clients with information on banking services/product and retention options- achieving sales and retention targets

International English Teacher Licence, Teacher Of English To Speakers Of Other Languages (Tesol)

Diploma, Hospitality Administration / Management ( Honors )