• Verified active lending to confirm accurate payout figures for mortgage discharges and new loans.• Built and maintained strong relationships with solicitors, brokers, settlement agents, and customers, contributing to a seamless settlement process and high customer satisfaction.• Coordinated with other financial institutions to discuss payout figures, settlement dates, and service level agreements (SLA’s).• Collaborated with internal departments to address discrepancies and… Show more • Verified active lending to confirm accurate payout figures for mortgage discharges and new loans.• Built and maintained strong relationships with solicitors, brokers, settlement agents, and customers, contributing to a seamless settlement process and high customer satisfaction.• Coordinated with other financial institutions to discuss payout figures, settlement dates, and service level agreements (SLA’s).• Collaborated with internal departments to address discrepancies and maintain seamless operations.• Ensuring mortgage documents are prepared within a set timeframe to facilitate on-time settlement.• Utilized platforms such as PEXA, Dye & Durham, and Broker Chat Portal to coordinate settlements, ensuring timely and accurate transactions.• Took ownership of urgent files, prioritizing same-day settlements to meet client and business needs. Show less

• Provided end-to-end support to customers, solicitors, brokers, and other third parties throughout the settlement process.• Managed communications through the Broker Chat Portal and direct interactions, ensuring all parties were informed and aligned.• Simplified complex information for customers and stakeholders, enhancing their understanding of the settlement procedures.Contributed to process improvements that reduced call volumes and increased customer satisfaction.• Took… Show more • Provided end-to-end support to customers, solicitors, brokers, and other third parties throughout the settlement process.• Managed communications through the Broker Chat Portal and direct interactions, ensuring all parties were informed and aligned.• Simplified complex information for customers and stakeholders, enhancing their understanding of the settlement procedures.Contributed to process improvements that reduced call volumes and increased customer satisfaction.• Took proactive measures to manage and resolve issues related to urgent or high-priority settlements. Show less

• Delivered tailored financial solutions to customers, enhancing their financial well-being through responsible lending practices and personalized product recommendations, including home and contents insurance.• Consistently achieved and exceeded sales targets by understanding customer needs and offering appropriate financial and insurance products, such as home, contents, car, credit cards, and personal loans.• Resolved customer queries and guided digital banking… Show more • Delivered tailored financial solutions to customers, enhancing their financial well-being through responsible lending practices and personalized product recommendations, including home and contents insurance.• Consistently achieved and exceeded sales targets by understanding customer needs and offering appropriate financial and insurance products, such as home, contents, car, credit cards, and personal loans.• Resolved customer queries and guided digital banking solutions.• Provided excellent customer service, ensuring a positive and personalized experience for each client by simplifying complex financial products, including home and contents insurance. Show less

• Raising and sending invoices to Owners• Reconciling, calculating, and processing large volumes of data on excel and Property IQ • Posting payments to customer accounts• Communicating and following up with Owners regarding overdue invoices• Addressing owners’ queries regarding invoices• Working Autonomously and prioritizing tasks to ensure daily and weekly goals are met within the given deadline• Reporting to senior accountants and Owners corporation managers on… Show more • Raising and sending invoices to Owners• Reconciling, calculating, and processing large volumes of data on excel and Property IQ • Posting payments to customer accounts• Communicating and following up with Owners regarding overdue invoices• Addressing owners’ queries regarding invoices• Working Autonomously and prioritizing tasks to ensure daily and weekly goals are met within the given deadline• Reporting to senior accountants and Owners corporation managers on accounts receivables operations Show less

• Help improve the financial wellbeing of customers by resolving their end-to-end banking queries • Providing general advice on products and their features to help the customer choose the right product• Demonstrating company values of care, courage, and commitment in every call especially for vulnerable customers• Coaching customers on self-service ways of banking to ensure they can bank on-the-go for their everyday needs• Putting customers first and ensuring every call is… Show more • Help improve the financial wellbeing of customers by resolving their end-to-end banking queries • Providing general advice on products and their features to help the customer choose the right product• Demonstrating company values of care, courage, and commitment in every call especially for vulnerable customers• Coaching customers on self-service ways of banking to ensure they can bank on-the-go for their everyday needs• Putting customers first and ensuring every call is treated as a first call for a seamless customer experience• Turn every customer into a promoter of Commonwealth Bank• Meeting personal and team KPIs daily Show less

As a Tax preparer I am responsible for speeding the tax return process for police officers, Nurses, Tradies and the ones in Defence.• Liaising with client to conduct a detailed and well-structured interview process with them.• Computing taxes owed or overpaid and provide strategies to save tax liability• Reconciliation of client data on tax forms to ensure error free and expedited electronic processing• Ensuring all the incomes and deductions are considered before lodgement of… Show more As a Tax preparer I am responsible for speeding the tax return process for police officers, Nurses, Tradies and the ones in Defence.• Liaising with client to conduct a detailed and well-structured interview process with them.• Computing taxes owed or overpaid and provide strategies to save tax liability• Reconciliation of client data on tax forms to ensure error free and expedited electronic processing• Ensuring all the incomes and deductions are considered before lodgement of return and lodging through HandiTax• Ensuring all applicable exemptions and offsets are claimed.• Corresponding with and assisting clients on a daily basis to develop strong relationships and new business opportunities.• Ensure compliance with Australian Tax laws and learning tax practices by consulting senior staff on procedures for complex tax issues Show less

As a Community Marketing Agent I was actively on the field, talking to people and bringing in leads to the sales department. Roles and Responsibilities:· Consulted clients on one-to-one basis to understand their needs and offered them the right product to make them feel heard. · Strategized and executed plans to identify and make the most of opportunities to meet targets.· Provided excellent customer service to clients and handled rejections professionally … Show more As a Community Marketing Agent I was actively on the field, talking to people and bringing in leads to the sales department. Roles and Responsibilities:· Consulted clients on one-to-one basis to understand their needs and offered them the right product to make them feel heard. · Strategized and executed plans to identify and make the most of opportunities to meet targets.· Provided excellent customer service to clients and handled rejections professionally and courteously. · Displayed leadership values by ensuring effective communication while supporting and empowering others within the team. Show less

• Oversaw inventory and office supply purchases.• Reconciled account balances: Accounts Receivable, Accounts Payable, and Cash Accounts.• Assisted in filing income tax returns varying from individuals to corporates in an efficient way. • Studied and resolved any variances found in accounting records.• Prepared monthly projected cash flow and income statements.