Summary
Overview
Work History
Education
Skills
References
Timeline
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SHARNEE NAMANA

Waihi Beach,BOP

Summary

Dedicated and customer-focused Loan Processing Assistant with a strong ability to connect with clients and understand their needs. Skilled in identifying opportunities, ensuring compliance with industry regulations, and providing exceptional service. I work well both independently and in a team. I'm skilled in Microsoft Office and various CRM systems, and I have a secure remote office to protect client and company information. Eager to transition into a Mortgage Advisor role to help clients achieve their dream of homeownership.

Overview

9
9
years of professional experience

Work History

Broker Support / Credit Writer

The Mortgage Whanau Ltd
, Papamoa
08.2021 - Current
  • Triaged potential clients and scheduled home loan appointments for brokers.
  • Assisted clients in gathering complete and accurate loan documents.
  • Prepared and submitted loan applications, ensuring adherence to lender policies.
  • Managed refix rollovers and handover forms for clients.
  • Facilitated communication and coordination between lenders, clients, and related parties throughout the entire application to settlement process.
  • Checked and approved colleagues' game plans to meet compliance requirements.
  • Completed ongoing professional credit management training

Banking Advisor

BNZ
, Waihi
06.2019 - 08.2021
  • Provided specialised services in residential property lending to assist clients in achieving their homeownership goals.
  • Achieved ideal accuracy levels through the collection and verification of essential loan documents.
  • Ensured adherence to company guidelines when preparing and submitting loan applications.
  • Collaborated with clients in determining their financial goals and providing tailored product suggestions
  • Provided advice on BNZ products for clients to make informed decisions
  • Provided recommendations for financial products and facilitated referrals to specialists, solicitors, or accountants
  • Collaborated with team members to achieve KPI targets

Customer Service Consultant

BNZ
, Waihi
10.2015 - 06.2019
  • Delivered exceptional customer service at the front counter, while proactively identifying potential cross-selling opportunities
  • Streamlined handling of client transactions and service requests
  • Provided frontline support by answering incoming calls and emails
  • Managed client appointments and provided guidance on required documents.
  • Processed new and existing clients' bank account applications
  • Assisted customers with term deposit and KiwiSaver inquiries, directing them to relevant departments.
  • Maintained knowledge of promotions, guidelines and security practices
  • Resolved product and consumer complaints through effective communication skills

Education

Certificate in Financial Services Level 5 V2 - Residential Property Lending

Strategi Institute
Auckland, NZ
07.2023

Certificate in Manaaki Tangata, Bicultural Social Services - Level 4 - Social Services

Te Wānanga O Aotearoa
Tauranga, NZ
11.2017

NCEA Level 1,2 And 3 - NCEA

Waihi College
Waihi, NZ
11.2010

Skills

  • Client Relationship Management: Building and maintaining strong, trust-based relationships with clients
  • Attention to Detail: Ensuring accuracy and thoroughness in all tasks, especially in loan processing and document verification
  • Time Management: Effectively managing time and prioritising tasks to meet deadlines in a fast-paced environment
  • Regulatory Compliance: Understanding and adhering to industry regulations and lender policies
  • Problem-Solving: Identifying issues and finding effective solutions quickly
  • Team Collaboration: Working effectively with colleagues and external partners to achieve common goals
  • Adaptability: Adjusting to new processes, technologies, and client needs with ease
  • Customer Service Excellence: Providing high-quality service that meets or exceeds client expectations
  • Remote Work Proficiency: Effectively managing tasks and client interactions in a remote work environment
  • Document Preparation: Skilled in preparing, organising, and submitting accurate and compliant loan documents

References

  • Louis Namana
    The Mortgage Whanau
    027 298 0315 | louis@mortgagewhanau.co.nz
  • Vanessa Twidle
    Bank of New Zealand
    021 829 982

Timeline

Broker Support / Credit Writer

The Mortgage Whanau Ltd
08.2021 - Current

Banking Advisor

BNZ
06.2019 - 08.2021

Customer Service Consultant

BNZ
10.2015 - 06.2019

Certificate in Financial Services Level 5 V2 - Residential Property Lending

Strategi Institute

Certificate in Manaaki Tangata, Bicultural Social Services - Level 4 - Social Services

Te Wānanga O Aotearoa

NCEA Level 1,2 And 3 - NCEA

Waihi College

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