Summary
Overview
Work History
Education
Skills
Websites
Activities
References
Timeline
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Amelia Pillay

Auckland

Summary

I am an enthusiastic, self-motivated, reliable, responsible and hard working person. I am a mature team worker and adaptable to all challenging situations. I am able to work well both in a team environment as well as using own initiative. I am able to work well under pressure and adhere to strict deadlines.

Overview

5
5
years of professional experience

Work History

2IC Lending Consultant - Consumer

Heartland Bank
04.2022 - Current
  • Process lending applications for consumer finance that come through over the phone or online
  • Collaborated with other departments to promptly process loan applications.
  • Developed strong relationships with customers through high levels of customer service.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Monitored pipelines to track and log status of loans.
  • Assisted customers with restructures and refinances
  • Assisted customers with loan to ups
  • AML checks

Team Leader ( Secondment)

Heartland Bank
06.2023 - 08.2023
  • Recruited, interviewed and hired new employees bringing value to lending department.
  • Trained newly hired employees to provide information regarding processes, procedures and deadlines.
  • Addressed customer complaints and concerns
  • Assisted team members with complex lending transactions
  • Compiled daily reporting for stats and budgets

Client relationship Manager

Generate Wealth
05.2021 - 04.2022
  • Answered all inbound call queries
  • Process KiwiSaver withdrawals and deposits
  • Addressing customer concerns and complaints
  • Completing AML checks
  • Assisted with Aussie Super transfers
  • Assisted with KiwiSaver retirement withdrawals
  • Completed new sign up applications

Credit Assessment Officer

Home Direct
04.2020 - 05.2021
  • Obtained and interpreted financial statements to assist in credit limit reviews.
  • Analyzed credit scores to determine borrowers' creditworthiness.
  • Made decisions and recommendations about extending lines of credit.
  • Gathered loan documentation for underwriting.
  • Negotiated payment plans and loan terms with delinquent customers.
  • Complied with internal controls and government regulations.
  • Account maintenance for existing customers

Banking Consultant / Head Teller

The Co-operative bank
01.2019 - 04.2020
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Provided customer records, account statements and copies of checks.
  • Reconciled cash drawer and resolved discrepancies.
  • Counted and packaged currency and coins.
  • Educated customers on use of banking website and mobile apps.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Sold and cross-sold bank products to new and existing customers.
  • Assisted with training of new tellers on policies and procedures.

Education

Postgraduate Diploma in Intelligence -

Massry University
11.2023

BACHELOR OF COMMERCE MAJORING IN INTERNATIONAL BUSINESS AND TAXATION - Commerce

AUCKLAND UNIVERSITY OF TECHNOLOGY
12.2020

ORMISTON SENIOR COLLEGE
12.2015

Skills

  • Great attention to detail
  • Excellent time management skills and the ability to multi-task
  • Strong communication and interpersonal skills
  • Excellent understanding of loan products and industry rules and regulations
  • Analyze and interpret financial data
  • Interpersonal Communication
  • MS Office
  • Flexible and Adaptable
  • Microsoft Office
  • Teamwork and Collaboration
  • Team Management
  • Customer Relations

Activities

  • Girl Guide Leader/ Volunteer
  • Freelance accounting work (Xero/payroll)

References

Given upon request

Timeline

Team Leader ( Secondment)

Heartland Bank
06.2023 - 08.2023

2IC Lending Consultant - Consumer

Heartland Bank
04.2022 - Current

Client relationship Manager

Generate Wealth
05.2021 - 04.2022

Credit Assessment Officer

Home Direct
04.2020 - 05.2021

Banking Consultant / Head Teller

The Co-operative bank
01.2019 - 04.2020

Postgraduate Diploma in Intelligence -

Massry University

BACHELOR OF COMMERCE MAJORING IN INTERNATIONAL BUSINESS AND TAXATION - Commerce

AUCKLAND UNIVERSITY OF TECHNOLOGY

ORMISTON SENIOR COLLEGE
Amelia Pillay