Rebecca Morris Email & Phone Number

Brisbane City, Qld, Au

Australian Markets

Brisbane

Working with Transurban's contractual, commercial, project and regulatory responsibilities and relationships with external Service Providers and Government agencies, providing contracts administration support and advice to internal stakeholders as well as being the first point of contact on strategic agreements. Co-ordinating compliance activities and risk management requirements related to the various Agreements and Concession Deeds.

Brisbane

George Street, Brisbane

Eight Mile Plains

Ensure the collection of outstanding Commercial and Consumer accounts, improving cash flow, reducing bad debt write-offs. Minimise risk along with effective policy & procedural monitoring and enhancement, team work and problem resolution.Effectively negotiate and resolve complex credit issues escalated from Call Centres and Customer Service along with external third parties such as DTMR, BCC and Debt Collection Agencies.Transurban is driven by bringing people and places closer. The roads we plan, build, operate and maintain make communities stronger, across Australia and beyond. Together, we’re building a future that marries traditional infrastructure with emerging technology. We’re making roads ready for driverless cars and predicting accidents before they happen. We’re getting people where they’re going. And we’re doing it faster, smarter and safer, every last one of us.

Eight Mile Plains

Ensure the collection of outstanding Commercial and Consumer accounts, improving cash flow, reducing bad debt write-offs. Minimise risk along with effective policy & procedural monitoring and enhancement, team work and problem resolution.Effectively negotiate and resolve complex credit issues escalated from Call Centres and Customer Service along with external third parties such as DTMR, BCC and Debt Collection Agencies.

Cannon Hill, Australia

Ensure customer mortgage applications are accurately assessed & processed through to credit for approval. Order & verify all necessary documentation including valuations whilst working with the customer towards approval of application. Act as a key contact point for Third Party Introducers, communicating information relating to the loan application as well as managing and resolving any enquiries. Analysing risk and financial viability. Adhering to industry regulations, internal policy and procedures. Consistently meet customer service & customer experience expectations.

Crestmead, Australia

Collections Officer: Collecting all past due accounts, including advanced past due accounts. Using telephone negotiation and or email communications. Evaluate customer credit reports. Analysis of past payment habits and assesses validity of customer information statements. Approve deferrals and contract re-writes within prescribed guidelines. Assist in the coordination of the repossession of equipment with Area Sales Managers, John Deere dealers or repossession vendor service company. Assists in managing the sale of repossessed equipment in conjunction with dealers and auction houses. Refer and coordinate the legal administration of accounts in the litigation process. Assist with coordination of collection activities with appropriate dealer and company personnel. Performs special projects or additional duties as assigned. Applying incoming payments and dishonors, daily from financial bank statements. Preparing and re-writing of customer loans to suit change of income stream, weather conditions, industry changes or requests for hardship. Liaise with John Deere Territory Finance Managers, Dealers and staff throughout Australia and New Zealand. Ensure full compliance with current Legislation, John Deere Financial policies and Industry Regulations.Wholesale Acceptance Officer: Responsible for processing dealer wholesale floorplan and trade transactions. Review and approve dealer floorplan requests & rentals. Processes dealer payments for new and used machinery. Reconciles dealer accounts. Monitors and collects dealer overdue settlements, interest and curtailment payments including settlements due from unit sales (RDA’d).Maintain an effective relationship with assigned dealership and respond to dealer inquires related to their account. Liaise with Credit Account Managers with any potential or actual problematic dealer accounts. Monitor and resolve dealer inventory anomalies from on-site Inventory Inspection reports.

Wynnum

Responsible for the processing of customer enquiries and requests for information in a busy branch. Cross selling of C.U.A. Products including Mortgages, Personal Loans, Financial Planning, Credit Cards, Insurance, Personal and Business accounts. Assist clients by gathering as much information on their accounts to assist in advising them of the products to suit their individual needs. Required to fully identify the client under the Privacy Act and to manage communications by updating on the banks systems including any diary notes, payment plans and what solutions were offered. Liaise with financial planners, settlements, solicitors and Branch and Regional Managers. Advise clients on the processes involved and what stage they are up to and when settlement will likely occur. Continuously strive for personal and professional improvement by working with other team members to ensure standards are met. Responsible for maintaining ongoing customer satisfaction and the building of strong long term business partnerships. Meet and exceed set Key Performance Indicators (KPI’s). Ensure full compliance with current Legislation, C.U.A. policies and Industry Regulations.

Cannon Hill, Australia And As A Telecommuter

Responsible for the processing of customer enquiries and requests for information in a busy inbound customer contact centre both in the office and remotely. Manage customer enquiries relating to credit applications and the cross selling of Westpac products including Mortgages, Personal Loans, Credit Cards, Insurance, Personal and Business accounts. Reviewing and assessing Mortgage, Personal Loan and Credit Card applications prior to approval. Provide financial advice by analyzing customer requirements and then providing recommendations based on their individual needs and circumstances to build strong relationships. Negotiate interest rates, provide advice on contract breaks, fix/switch loans etc. Liaise with Collections and Deceased Estates Departments and refer clients that are in hardship to negotiate a payment plan or change of their interest rate to make it more manageable. Required to fully identify the client under the Privacy Act and to manage communications by updating on the banks systems including any diary notes, payment plans and what solutions were offered. Liaise with settlements, solicitors and Branch Managers on a regular basis. Advise clients on the processes involved and what stage they are up to and when settlement will likely occur. Adhere to and maintain all compliance and audit requirements with current Legislation, Westpac policies and industry Regulations to prevent exposure to unacceptable risk. Continuously strive for personal and professional improvement by working with other team members to ensure standards are met. Responsible for maintaining a high quality of customer satisfaction and the building of strong long term business partnerships. Meet and exceed set Key Performance Indicators (KPI’s) and Net Promoter Score (NPS) .