Rafael Patto Email & Phone Number

Melbourne, Australia

• Prepare loan scenarios• Prepare and submit loan applications• Providing support to the brokers and credit team• Prepare compliance documents• Update and maintain the databases• Liaise with clients and lenders whilst maintaining a high level of customer service.• Request pricing discounts• Work on loan variations• General office administration, marketing activity and general support for the team.• Taking charge of the broker team’s day to day operational tasks• Attendance at conferences, trade shows, sales meetings, campaigns• Pipeline management

- Responsible to get updates on Loan Applications- Build relationships with the clients- Managing the Reception area e.g. telephone calls; meeting and greeting clients- ncoming and outgoing mail-Maintaining Client and Internal documentation- Document scanning- Electronic filing- Ordering and maintaining stationary supplies- Updating client information- Other administration duties as requested- Assisting brokers through verifying and sourcing background information

Melbourne, Australia

• Responsible of setting up new vendors and suppliers into Oracle. • Accountable for vendor and suppliers to be paid on time and dispute any discrepancies• Reconcile the bank statement for each month and report on any variances to the Financial Manager• Responsible for receiving customer payments, contacting customers for late or incorrect payments. • Prepare invoices and monthly invoices to be sent to customers across Australia and New Zealand• Responsible for setting up corporate credit cards for management • Accountable on tracking corporate credit card expenditure, developing monthly expense reports and querying any suspicious spending activities and reporting to the Financial Leader• Responsible for all branch banking across Australia and New Zealand, that Branch Manager’s follow the right procedures, assisting in any banking issues, rectifying banking discrepancies. • Remit branch sales every day and follow up on any branches that do not follow business procedures• Assisting the Financial accountant and Manager with reporting, data and ad-hoc duties.

Melbourne, Australia

• Answering all incoming enquiries from their varied customer base• Assisting Branches and Sales Representative with any sales, products or promotions enquiries. • Processing all incoming orders received via phone, email and online into Oracle • Monitoring the orders through to delivery• Following up with customer post-delivery to ensure satisfaction with product and service• Rectify any complaints or order issues in a timely manner• Perform a range of administrative tasks in response to the initial customer request such as; credit processing, goods returned and back order management• Increase sales through upselling, offering promotions or discounts.

Melbourne, Australia

• Continuous staff training and people management. • Resolved customer complaints and various challenges.• Adjusting stock accordance to seasonality • Providing high standards of service during all customer interactions and enquires.• Maintaining a safe work environment • Working collectively and collaboratively with team members to efficiently complete daily tasks.• Responsible for inventory management activities, including stock replenishment, daily stock counting, merchandising, the correct pricing and products descriptions advertised in shelves.• Assisting the Manager on any ad-hoc duties

Bachelor'S Degree, Banking And Financial Support Services

Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law