Core Duties:• My typing speed of 80WPM enables efficient maintenance of accurate records by inputting loan data and updating systems regularly.• Review and verify loan applications, ensuring accuracy and adherence to required regulations.• Assist applicants by providing guidance, answering questions, and resolving issues related to their loan.• Evaluate loan applicants’ financial profiles to assess eligibility and risk.• Coordinate with loan officers and underwriters to finalize loan terms and ensure smooth processing.• Ensure all loan processes meet regulatory standards, prepare performance reports and multiple audit reports with supporting documents for aggregators.• Finalize loan contracts, explain repayment terms, and schedule payment plans.Key Achievements:• Having two decades of client facing experience in a fast-paced, high-pressure often unforgiving environment of corporate investment banking, I've honed a capacity for calm and composure in the face of crisis management.• Very high attention to detail in reviewing documents and data entry especially with multiple applications.• Providing empathetic support with active listening for personalized customer service individually.• Finding tailored solutions within financial policies which aligns with each clients' specific financial needs.• Safeguarding sensitive financial data reflects the ethical responsibility of maintaining client confidentiality especially within the financial industry.• Managing multiple loan applications efficiently demonstrates my acute time management and exceptional organizational skills.

Core Duties: • Maintain frequent and relevant communication with client portfolio via online investor communications SaaS platform and Salesforce • Provide technical support and training for new personnel within client business with focus on catering the training to specific requirements / experience of the recipients. • Work with clients to formulate and meet their investor relation goals via appropriate communication channels such as managed conference calls and audio or video webcasting services. • Plan, develop and maintain investor centre websites via our Digital Solutions team to promote clients’ business. • Establishment and maintenance of secure access for clients to confidential data with desktop and tablet access. • Work closely with Business Development Managers to target opportunities for new services and prepare relevant proposals. • Work with accounts to ensure all business is correctly billed and payments received within a reasonable timeframe, with a focus on meeting budgets. • Develop relationships with internal operational teams and key stakeholders to optimize business performance and client experience. • Support rollout of new systems, and additional service provisions across client base.• Drive revenue by building pipeline from existing business whilst maintaining solid personal relationships with client portfolio. Key Achievements: • Recognition by Directors and Executives of elite tier companies (within top 4 for each industry) for providing premium market services and investment strategies • Achievement of client investor relation goals and targets • Establishment and safeguarding of confidential client data • Implementing new and effective digital communication methodologies for corporate clients to promote thus achieve market strategies • Recognition for collaboration with Business Development teams in identifying and driving new business and markets

Core Duties: • Premium delivery of services to clients and their investors by building and maintaining strong working relationships with legal counsels, company secretaries, CEOs, CFOs and other client contacts. • Managing client expectations including fee discussions, negotiating service level agreements, account planning, cross-selling and strategic initiatives. • Act as first point of contact for listed entities to coordinate and manage their dividend payments, employee share plans, capital market projects, contact centre SLAs and ad hoc projects. • Project and mailing management of client’s Annual General Meeting, including migration of share registry projects. • Register analysis and reporting on a weekly and monthly basis i.e. statistics, end of month reporting, quarterly compliance, billing and client fees. • Identification of revenue and service opportunities for new and existing clients. • An understanding of the securities industry and associated regulatory and legislative environments. • Keeping abreast of current industry related issues and trends within the banking, stock broking and finance industry. Key Achievements: • Managing a portfolio of multi-million dollar clients listed on the ASX with key clients in S&P/ASX 50 with an acute understanding the securities industry and associated regulatory and legislative environments • Development of Annual General Meeting procedures for the client relationship team in Sydney, which was then rolled out nationally within the group business • Trained and mentored 4 of my client relationship assistant managers, who was in turn promoted to a client relationship manager role within the team • Achieved and maintained 100% of management KPIs including management of debts, completion of fee reviews on the due dates and identification of cross-selling and strategic planning • Nominated for CEO’s key achievement awards on separate occasions