Summary
Overview
Work History
Education
Skills
References
Timeline
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Rushi Maduwage

Auckland,New Zealand

Summary

Results-oriented Lending Executive Assistant of the Credit Evaluation Team, offering 16 years of experience in the field. History of implementing successful improvements to the department and leading changes by example. An industry expert with creative strategies for high-volume support ticket management.

Overview

16
16
years of professional experience

Work History

Customer Service Representative

Z Energy
Rosedale, New Zealand
10.2023 - Current
  • Resolved customer inquiries, complaints, and issues providing insightful solutions
  • Answered inbound calls to greet and assist customers with various needs and questions
  • Built strong knowledge of product line to assist customers in selecting products
  • Resolved product and service issues promptly
  • Addressed customer concerns and complaints and resolved issues promptly
  • Completed paperwork for orders and new service actions
  • Managed time by prioritizing workload and juggling multiple tasks simultaneously
  • Provided key information to supervisors regarding customer issues or complaints.

Lending Executive Assistant - Credit Evaluation Team

Commercial Bank Of Ceylon Plc
Sri Lanka, Sri Lanka
04.2016 - 10.2023
  • Resolved customer mortgage lending problems through research and investigation
  • Researched and analyzed appropriate loan programs to match borrower's profile
  • Evaluated and analyzed new mortgage proposals received from brokers
  • Compiled credit and financial statements and credit history to begin the application process
  • Reviewed supporting loan documents for lending, consents, building contracts, and registered valuations
  • Carefully reviewed account and credit records to determine the risk level associated with each applicant
  • Calculated initial payment plans and repayment schedules for delinquent customers to bring loans current
  • Met with clients to complete application documentation, answer questions, and resolve concerns or complaints
  • Prepared final loan documents and other mortgage-closing packages for conventional, government and home equity loans
  • Obtained required documents to complete the approved loans, including insurance forms, tax receipts and employment verifications
  • Ordered insurance policies to protect the property against losses.

Banking Assistant-Front Line Operation

Commercial Bank Of Ceylon Plc
Sri Lanka, Sri Lanka
02.2013 - 04.2016
  • Recommended banking products and services to members based on individual requirements
  • Connected regularly with existing customer base to cross-sell available products and developed presentations to engage potential customers in bank offerings
  • Processed and managed member accounts for saving, checking, and investment needs
  • Managed reconciliation of between bank accounts and Bills payable, Invoices receivable, and other funds received and paid
  • Managed reconciliation of Cash flow generation of Loan Statements and repayment Statements
  • Managed reconciliation of various financial activities including Withholding Tax deducted, Investor funds held and mortgage balances.

Bank Teller

Commercial Bank Of Ceylon Plc
Sri Lanka, Sri Lanka
10.2007 - 02.2013
  • Greeted customers and facilitated welcoming and customer-focused environment
  • Provided exceptional customer service and support to earn numerous referrals
  • Used good cash handling skills and attention to detail to maintain balanced cash box
  • Engaged customers to uncover needs and suggest related bank products
  • Handled diverse customer needs related to financial products, lines of credit and account features
  • Protected assets and security with strong adherence to confidentiality and data management practices.

Education

Postgraduate Diploma in Professional Marketing -

The Chartered Institute of Marketing
11.2023

Diploma of Banking And Finance -

The Institute of Bankers of the Sri Lanka
01.2015

Skills

  • Loan portfolio growth
  • Loan product promotion
  • Client network and business development
  • Identifying the target segments and promote loan products
  • Networking and business development
  • Regulatory compliance
  • Underwriting support
  • Creative thinking
  • Adaptability
  • Attention to detail and multitasking skills
  • Eligibility determination
  • Prioritization

References

References available upon request.

Timeline

Customer Service Representative

Z Energy
10.2023 - Current

Lending Executive Assistant - Credit Evaluation Team

Commercial Bank Of Ceylon Plc
04.2016 - 10.2023

Banking Assistant-Front Line Operation

Commercial Bank Of Ceylon Plc
02.2013 - 04.2016

Bank Teller

Commercial Bank Of Ceylon Plc
10.2007 - 02.2013

Postgraduate Diploma in Professional Marketing -

The Chartered Institute of Marketing

Diploma of Banking And Finance -

The Institute of Bankers of the Sri Lanka
Rushi Maduwage