Pooja Sachdeva Email & Phone Number

Sydney, New South Wales, Australia

Effectively manage application pipeline from Final Approval to Settlement.Reviewing credit approval conditions before instructing the panel solicitors to ensure that the loan documents are issued correctly. Great attention to detail in verifying all signed documents returned, prior to preparing the file for settlement funding. Effectively communicate with.

Sydney, New South Wales, Australia

• Interacting with clients in their most ethical and moral interests and helping them obtain loan in an efficient manner. Providing reviews on the credit report of the borrower, negotiating important details to the.
• Ensuring that the clients understand the processes with enough knowledge to make decisions confidently regarding their finances.Cultivate referral partnerships with accountants, financial planners, real estate agents.

Sydney, Australia

Reviewing and gathering application details and required documents for Credit submission.Analyzing the information provided by the borrower such as income, assets and their credit worthiness. Performing full review of new file for completeness and accuracy.

Sydney, Australia

Designated Officer in charge in absence of Bank Manager.Key role in delivering a positive & delighting customer experience.Engaging with customers and utilizing product knowledge across: transaction accounts, deposit products, unsecured lending, insurance, wealth and home loan products to help our customers achieve all their financial goals.Focus on.

Gurgaon, India

Handling Cost management for entire Consumer & Commercial Operations for ABN AMRO for Gurgaon / India. Major responsibilities include liasoing with the Finance team, chasing & collecting monthly cost financials from them, creating monthly cost packs & sharing with the senior management. Communicating with the senior management was a routine task.

New Delhi Area, India

Handling the profile as the RELATIONSHIP MANAGER for the branch. Dealing with Priority banking services & Increasing the sales and sales network.Strategies making and implementation for increasing the business.