Shivani Rai
Rolleston,CAN
Summary
Dynamic Lending Specialist with Westpac NZ, skilled in loan processing and compliance management. Proven ability to enhance business lending operations while ensuring accuracy and adherence to regulations. Adept at financial analysis and fostering strong client relationships, driving successful outcomes in high-pressure environments.
Overview
14
14
years of professional experience
12
12
years of post-secondary education
1
1
Certification
Work History
Lending Specialist
Westpac NZ
Christchurch, Christchurch
06.2021 - Current
- Assisted customers in understanding loan products and services offered.
- Collected and verified customer information for loan applications.
- Supported loan processing by preparing necessary documentation and files.
- Process and manage business lending applications, ensuring accuracy, completeness, and compliance with internal policies and external regulations.
Retail Store Manager
Rone Investment Limited
Riccarton , Christchurch
12.2016 - 06.2021
- Managed daily store operations and maintained optimal staffing levels.
- Trained and supervised team members on customer service protocols.
- Developed merchandise displays to enhance store visibility and appeal.
Teacher's Assistant
Nelson College for Girls
Nelson, Nelson
01.2015 - 12.2016
- Assisted teachers with classroom management and lesson preparation.
- Supported individual students with learning challenges and personal development.
- Organized educational materials and resources for daily classroom activities.
Interpreter
Nelson Hospital
Nelson, Nelson
01.2012 - 12.2015
- Facilitated clear communication between medical staff and patients.
- Translated medical documents and patient information accurately.
- Assisted with patient intake by providing language support.
Education
IT - Graduate Diploma in Information Technology
Nelson Institute of Technology
Nelson, Nelson 01.2010 - 12.2012
Bachelor in Education - Mathematics
Jammu University
Jammu, Jammu 01.2005 - 12.2006
Master of Mathematics - Mathematics
Himanchal Pradesh University Shimla
Shimla, Shimla 01.2002 - 12.2004
Bachelor of Arts - Mathematics, Economics, Literature
Bachelor of Arts
Patisla, Patiala 01.1999 - 12.2002
Skills
- Loan processing
- Risk assessment
- Compliance management
- Financial analysis
- Business lending and credit operations
Languages
Hindi
First Language
Punjabi
Proficient (C2)
C2
English
Proficient (C2)
C2
Certification
- Microsoft Certified Technology specialist (August 2012)
Accomplishments
- Academic achievement award 2011
Affiliations
- Help the community using my interpreting skills
- Using my mathematical skills by tutoring the kids in my free time
References
References available upon request.
Timeline
Lending Specialist
Westpac NZ
06.2021 - Current
Retail Store Manager
Rone Investment Limited
12.2016 - 06.2021
Teacher's Assistant
Nelson College for Girls
01.2015 - 12.2016
Interpreter
Nelson Hospital
01.2012 - 12.2015
IT - Graduate Diploma in Information Technology
Nelson Institute of Technology
01.2010 - 12.2012
Bachelor in Education - Mathematics
Jammu University
01.2005 - 12.2006
Master of Mathematics - Mathematics
Himanchal Pradesh University Shimla
01.2002 - 12.2004
Bachelor of Arts - Mathematics, Economics, Literature
Bachelor of Arts
01.1999 - 12.2002