Liaised with brokers and clients to support the home loan application process, assessed financial documentation for serviceability, prepared and submitted loan applications using ApplyOnline and Mercury, ensured lender compliance and accurate documentation, maintained client records in CRM, and provided clear status updates to stakeholders.

Credit Analyst (Remote) at Platinum Package Home Loans Pty Ltd

November 1, 2024 - January 1, 2025

Responded to chats and calls from director, generated Equifax credit reports, requested information and organized documents in CRM, performed pre-assessment and baseline servicing, conducted policy research and pricing requests, ordered valuations, prepared compliance documentation, and issued approvals to clients.

Mortgage Broker Support – Team Lead (Remote) at Blambles Finance Group

May 1, 2023 - October 1, 2024

Led a team of mortgage specialists, facilitated daily team meetings with minutes, managed the loan process from lead to settlement, liaised with clients, lender BDMs and external stakeholders, gathered and reviewed client information, performed serviceability calculations, researched lender policies, ordered valuations, prepared NCCP compliance documents, submitted applications via ApplyOnline, and supervised post-lodgement activity.

Mortgage Broker Support (Remote) at Ace Capital Finance Broking and Property Development

April 1, 2019 - September 1, 2021

Assisted the mortgage broker, followed up on loan applications with lenders, supported the process from pre-approval to settlement, and maintained client communications.

Customer Support Officer (Remote) at Cubbi Pty Ltd

September 1, 2017 - April 1, 2019

Main point of contact for customers, handled inquiries and feedback, built rapport, identified client needs, managed phone, email and live chat inquiries, resolved complaints, and used Slack, Intercom and Trello for project management.

Admin Officer (Remote) at JMB Environmental Consulting Pty Ltd

June 1, 2017 - July 1, 2017

Performed day-to-day administrative tasks, updated CRM, conducted company research, and data entry.

Personal Assistant (On-site) at Shillcombe Pty Ltd

November 1, 2015 - March 1, 2016

Provided administrative support, managed sales and purchases, created visual inventory for clients, and handled invoicing.

Admin Officer (On-site) at Hawthorn East Medical and Aesthetic Clinic

December 1, 2014 - January 1, 2016

Managed front desk operations, greeted patients, scheduled appointments, liaised with doctors, verified Medicare eligibility, managed patient records, scanned correspondence, and coordinated pathology and billing processes.