Kirk Anne Dyer
Blenheim,MBH
Summary
I am a highly organised, dedicated, and energetic professional with a mature and responsible approach to all tasks and challenges. I bring strong people skills, a commitment to seeing tasks through to completion, and the ability to work effectively both within a team environment and independently.
Overview
20
20
years of professional experience
Work History
Advisor Support
Mortgage Room Limited
01.2021 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Utilised advanced CRM (Trail) to track client interactions efficiently while maintaining detailed records of all client interactions and loan applications, ensuring easy retrieval for future reference or audit purposes
- Developed strong relationships with clients through regular communication and excellent customer service.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- .Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Served as a reliable point of contact for clients, promptly addressing inquiries and providing updates on their mortgage applications or existing lending queries.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Oversaw fixed rate rollovers for clients, tracking maturity dates and coordinating renewals efficiently.
Banking Advisor
Bank Of New Zealand
11.2013 - 04.2019
- Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
- Extended and sustained relationships with customers to maintain and grow business.
- Worked with customers to procure updated financial information on continuous basis.
- Communicated lending decisions to customers.
- Interacted with customers professionally by phone, email or in-person to provide information and direct to desired staff members.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
- Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
CSO - House Insurance Specialist
AMI
05.2012 - 11.2013
- Underwrote House Insurance policies within Earthquake zones
- Developed standard operating procedures and document workflows for current and future process steps.
- Developed and executed targeted relationship and account development strategy.
- Worked with Customers to resolve Insurance problems, improve operations and provide exceptional customer service.
- Operated with high integrity, built trust, and earned sustained credibility with internal and external clientele.
- Adhered to established policies, procedures and compliance for satisfactory audit rating.
- Welcomed visitors to office, communicated arrival to team and managed visit expectations.
Claims Handler
AA Insurance
05.2011 - 05.2013
Office Administrator /Front Desk Receptionist
Quest Serviced Apartments
02.2007 - 04.2011
Restaurant Manager
Barge Loch Ness
07.2005 - 11.2006
Education
New Zealand Certificate in Financial Services - Core Papers Only
Open Polytechnic
01-2023
Diploma in Management - Management
Christchurch Polytechnic
2005
Diploma in Hospitality - Hospitality Administration And Management
Christchurch Polytechnic
2004
Diploma in Human Resources - Human Resources
Open Polytechnic
2004
Certificate in Hotel Front Office - Hospitality Administration And Management
Christchurch Polytechnic
2003
Skills
- Customer relations
- Excellent time management skills
- Effective problem solver
- Administrative support
- Loan processing
- Xero, Office & Word Proficient
- Relationship building
- File management
- Reliability
Timeline
Advisor Support
Mortgage Room Limited
01.2021 - Current
Banking Advisor
Bank Of New Zealand
11.2013 - 04.2019
CSO - House Insurance Specialist
AMI
05.2012 - 11.2013
Claims Handler
AA Insurance
05.2011 - 05.2013
Office Administrator /Front Desk Receptionist
Quest Serviced Apartments
02.2007 - 04.2011
Restaurant Manager
Barge Loch Ness
07.2005 - 11.2006
Diploma in Management - Management
Christchurch Polytechnic
Diploma in Hospitality - Hospitality Administration And Management
Christchurch Polytechnic
Diploma in Human Resources - Human Resources
Open Polytechnic
Certificate in Hotel Front Office - Hospitality Administration And Management
Christchurch Polytechnic
New Zealand Certificate in Financial Services - Core Papers Only
Open Polytechnic
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