Jo Stockman
Invercargill,STL
Summary
An insightful professional in the financial services field, known for high productivity and efficient task completion. Possesses a broad range of banking and insurance sales skills ensuring great customer outcomes while meeting company risk expectations and objectives. Strong communication skills, problem-solving, and adaptability, ensuring success in fast-paced environments.
Overview
18
18
years of professional experience
Work History
Consultant
Co-op Banking
, Invercargill
03.2023 - Current
- Identified potential solutions for additional banking products or services and provide information.
- Maintained and built strong client relationships through quality, personalised interactions.
- Leveraged expertise to process consumer loans and insurance.
- Supported clients with access to digital banking platforms.
- Achieved branch targets through effective teamwork.
- Secondment as assistant branch manager cover maternity leave (6 months)
Lending Consultant
Finance Now Limited
, Invercargill
04.2018 - 03.2023
- Evaluated financial data to qualify customers for loan offerings.
- Improved loan applications and documentation by informing applicants of additional requirements.
- Developed strong relationships with existing customers, built trust, and provided excellent customer service.
- Stayed abreast of lending regulations, industry trends and market rates.
- Approved or denied loan applications and explained the reasoning behind decisions.
Stay at Home Mum
Contract work Finance Now Limited
07.2009 - 04.2018
Lending Consultant
Finance Now Limited
06.2007 - 07.2009
Education
St John Ambulance
Level 1 First AidCo-op Bank
Health & Safety OfficerSkills
- Financial analysis
- Loan processing
- Regulatory compliance
- Customer service
- Digital banking
- Sales strategies
- Team collaboration
- Risk assessment
Timeline
Consultant
Co-op Banking
03.2023 - Current
Lending Consultant
Finance Now Limited
04.2018 - 03.2023
Stay at Home Mum
Contract work Finance Now Limited
07.2009 - 04.2018
Lending Consultant
Finance Now Limited
06.2007 - 07.2009
St John Ambulance
Co-op Bank
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