Summary
Overview
Work History
Education
Skills
Accomplishments
Attributes
References
Hobbies and Interests
Timeline
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FRENNIE MAYORGA

Christchurch,Wigram

Summary

I hold a Bachelor's degree in Commerce with a focus on Management, Strategy and Entrepreneurship, as well as Human Resource Management. Currently, I am employed as a Business Lending Specialist at ANZ. Throughout my career, I have consistently demonstrated high quality work and motivation, successfully cultivating relationships, managing client inquiries, and exceeding expectations with a commitment to excellence. I have also been recognized as one of the 2022 Annual Stars for the work I have done with the Broker Handover team

In addition to my finance background, I serve as a part-time badminton coach and mentor at the Badminton Academy, where I excel in handling time-sensitive tasks. I am dedicated to delivering unparalleled service and fostering collaborative team environments by leveraging my accumulated expertise.

Furthermore, my engagement but not limited to, the sports and Filipino community enriches my ability to enhance client profiles and expand networks effectively.

Overview

9
9
years of professional experience

Work History

Business Lending Specialist

ANZ
11.2023 - Current
  • The role is responsible for providing market-leading service that meets the financial needs of Business Banking customers.
  • Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
  • This includes the experience of the business-banking customer, following the advice and credit process that establishes what financial solutions the customer needs, and recommending then delivering the solutions
  • Proficient in using Bizcat to assess business lending deals
  • Business Lending Specialist CAD Accreditation has been obtained 4 months after training for the role

Senior Personal Banker (Construction Coach)

ANZ
07.2022 - 12.2023
  • I am competent in assessing Home Lending Applications both simple and complex lending for retail customers that meet their needs effectively and within the suitable timeframe
  • I am a full Home Loan CAD holder and have completed Lending Learning - Stage 3 - Advanced Lending Course
  • I am also a qualified Construction Coach
  • I am able to assist and assess home lending applications up to $2 Million
  • I am considered as one of the experienced Senior Personal Banker in my branch and I act as a mentor for staff who comes across complex lending applications
  • Contribute to the team and team performance by completing high quality A-Z reviews and exceeding expectations by going above the benchmarks almost every month.

Senior Personal Banker - Broker Handover (Virtual/Phone and Branch based)

ANZ
10.2021 - 06.2022
  • I assist the broker handover team in completing broker deals
  • This consists of onboarding customers, doing an overall review of their banking and having insurance conversations
  • Building strong relationships with new customers as well Broker Advisers all over the city to make sure that broker deals and handed over with such ease
  • I have good knowledge and understanding of home lending process and assessment
  • I also go through the loan structure with the customers to make sure that they understand their loan structure and how it all works
  • Ever since joining the Broker Handover team, I have been one of the strongest bankers to send referrals to our Cigna/Chubb team nationwide
  • This resulted in me visiting branches to talk about my success in life insurance referrals and sharing how I achieve high number in referrals.

Banking Consultant

ANZ - Upper Riccarton Branch
03.2020 - 10.2021
  • I am proficient at processing unsecured lending such as Personal Loan, Credit Card, Overdraft etc
  • I also help process General and Life Insurance for customers as well as Kiwisaver
  • I am also very familiar with the Service Consultant Role as I spend a minimum of one day a week on the counter and sometimes more when needed
  • I am familiar with processing International Money Transfers, CNI and Same day clear payments, Channel Activation Etc
  • I am also very active in handling and helping the Filipino Market not only in Christchurch but all over New Zealand
  • I get involved in events such as the Philippine Day, UC Filipino Group Financial Literacy, Filipino South Island Community Leaders Summit and many more
  • I also help Senior Personal Banker's with assisting Filipino Customers with their Home Buyers Journey from start to finish by sitting in and also helping with the A-Z review until customers are able to finally move in to their new home
  • I also sometimes volunteer to do the Loan Application Calculations for Senior Personal Bankers when doing pre-approvals.

Customer Service Advisor

Ministry of Business Innovation and Employment - Contact Centre
03.2017 - 03.2020
  • Assist clients in meeting their statutory obligations and help them navigate the services available to them through MBIE and wider Government
  • To ensure that every contact is an opportunity for businesses and consumers to acquire information, education and encouragement that I will assist them in resolving their queries
  • Maintained five Registrars and took phone calls within the MBIE sector ranging from employment, business and environment sector
  • Handle stressful and emotionally difficult situations with a level head and sensitive approach
  • Listen to what people need, analyze information quickly and give concise, complete and correct advice for the issue at hand
  • Directly liaising with several MBIE Stakeholders to address technical and content matters to better help client advisors by making sure that knowledge base and the resources available are easily accessible and up to date.

Customer Service Specialist

Inland Revenue - Contact Centre
01.2016 - 05.2016
  • Resolved all customer issues with regards to their tax liabilities
  • Provided clients with the correct advice regarding tax enquiries including payment due to dates, fiscal policies, etc
  • Conveyed the right tax status and information clearly and accurately to client
  • Guided clients to file tax returns through the online services and filing it for them upon client's request.

Education

Open Polytech Level 5 in Residential Property Lending and Investment -

Open Polytech
12.2022

Bachelor of Commerce - Strategy and Entrepreneurship, Management and Human Resource Management

University of Canterbury
Christchurch
12.2016

NCEA Level 3 -

Mountainview High School
Timaru
12.2012

NCEA Level 1 and 2 -

Ashburton College
Ashburton
12.2011

Skills

  • Loan Servicing
  • Documentation Review
  • Credit analysis
  • Customer service-focused
  • Proficient in core banking / lending systems

Accomplishments

ANZ Annual Stars Awardee Yr. 2022

MBIE Service Consultant of the Year 2017

Badminton Canterbury Representative since 2018

Attributes

  • Ability to maintain emotional control and navigate social situations adeptly, honed through extensive experience in a both face to face and contact centre dealing with emotionally charged or challenging client interactions.
  • Proficiency in ANZ systems including SDP, SDA, Systematics, and Salesforce, LA and Bizcat
  • Fluency in English and Tagalog, with basic conversational skills in Japanese, and ongoing part-time Mandarin Chinese language learning.
  • Conducting branch presentations on successful strategies for referring life insurance leads to Cigna and the associated benefits.
  • Active contribution to team quality, recognized by the team winning the MBIE Star Awards Top Quality team for four straight months in 2017
  • Active involvement in the Filipino Community, collaborating with the Migrant Team to better serve migrant customers.
  • Demonstrated dedication to teamwork through actively volunteering for Business Development outside of work hours, including delivering Home Loan and Online Banking safety presentations to large companies such as St. George's Hospital and Fulton Hogan.
  • Comfortable working both independently and as a team member.
  • Demonstrated ability to resolve client issues patiently and persistently by leveraging internal and external resources.

References

  • Heeyeon Kang, Northlands Assistant Branch Manager, ANZ, 021 618 560
  • Tracy Wu, Upper Riccarton, Branch Maanager, ANZ 021 821 885


Hobbies and Interests

  • Volleyball - I was member of Canterbury Volleyball Association under Pioneer Club
  • Badminton - represents Canterbury in regional competitions
  • Badminton Coaching and mentoring
  • Learning Mandarin (Chinese) - I am currently studying part time to learn basic conversational Mandarin that I can hopefully use both in my day to day living and work customer conversations

Timeline

Business Lending Specialist

ANZ
11.2023 - Current

Senior Personal Banker (Construction Coach)

ANZ
07.2022 - 12.2023

Senior Personal Banker - Broker Handover (Virtual/Phone and Branch based)

ANZ
10.2021 - 06.2022

Banking Consultant

ANZ - Upper Riccarton Branch
03.2020 - 10.2021

Customer Service Advisor

Ministry of Business Innovation and Employment - Contact Centre
03.2017 - 03.2020

Customer Service Specialist

Inland Revenue - Contact Centre
01.2016 - 05.2016

Open Polytech Level 5 in Residential Property Lending and Investment -

Open Polytech

Bachelor of Commerce - Strategy and Entrepreneurship, Management and Human Resource Management

University of Canterbury

NCEA Level 3 -

Mountainview High School

NCEA Level 1 and 2 -

Ashburton College
FRENNIE MAYORGA