Summary
Overview
Work History
Education
Skills
Timeline
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Shontayne Isaacs

Summary

Knowledgeable with comprehensive background in loan processing, financial services, administration and customer services.


Overview

21
21
years of professional experience

Work History

Admin and Loans Processor

Wanganui Finance Ltd
10.2019 - Current
  • Achieved a high level of customer satisfaction with prompt communication regarding loan status updates or additional required documentation.
  • Provided advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
  • Confirmed applicants met lender requirements to repay loans by reviewing applications to determine eligibility.
  • Calculated debt-to-income ratios to determine maximum loan amounts and avoid financially overcomitting applicants.
  • Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
  • Provided exceptional customer service, resolving inquiries and addressing concerns promptly and professionally.
  • Skilled at working independently and collaboratively in a team environment.
  • Passionate about learning and committed to continual improvement.
  • Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
  • Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.

Customer Service Representative

Credit Union Baywide
09.2014 - 10.2019
  • Responded to customer requests for products, services, and company information.
  • Handled escalated calls efficiently, finding resolutions for the customer as well as the company.
  • Maintained up-to-date knowledge of product and service changes.
  • Trained staff on operating procedures and company services.
  • Developed rapport with customers through active listening skills.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Responsible for incoming cash and monitoring the cash safe as well as maintaining onsite ATM machine.

Assistant Manager

Pumpkin Patch
08.2008 - 09.2013
  • Offered assistance to customers by asking questions to better assess their needs.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Completed regular inventory counts to verify stock levels.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting.
  • Mentored junior staff members in their professional development by offering guidance and support.
  • Assisted in recruiting, interviewing, hiring of new employees to maintain adequate staffing levels.
  • Worked to set up floor plans as directed by head office.
  • Developed strong working relationships with staff to help promote a positive work environment.

Duty Manager

Farmers Ltd
02.2004 - 08.2008
  • Used POS system to process sales, returns and gift card activations.
  • Greeted customers, helped locate merchandise, and suggested suitable options.
  • Assisted customers with prompt and polite support in-person and via telephone.
  • Demonstrated flexibility by adapting to various roles as needed.
  • Handled returns and exchanges professionally, adhering to company policies.
  • Processed transactions accurately, balancing cash registers at the end of each shift.
  • Contributed to a welcoming atmosphere through courteous interactions with both customers and fellow staff members.
  • Used in-store system to locate inventory and place special orders for customers.
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.

Education

Certificate of Beauty Services - Beauty Therapy

Wintec
Hamilton, NZ
01-2002

Certificate of Tourism - Tourism And Travel

George Seymour College of Tourism And Travel
Hamilton
01-2000

Skills

  • Customer Service
  • Administration and data entry
  • Teamwork and collaboration
  • Information verification
  • Regulatory compliance
  • Attention to detail
  • Document and database management

Timeline

Admin and Loans Processor

Wanganui Finance Ltd
10.2019 - Current

Customer Service Representative

Credit Union Baywide
09.2014 - 10.2019

Assistant Manager

Pumpkin Patch
08.2008 - 09.2013

Duty Manager

Farmers Ltd
02.2004 - 08.2008

Certificate of Beauty Services - Beauty Therapy

Wintec

Certificate of Tourism - Tourism And Travel

George Seymour College of Tourism And Travel

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Shontayne Isaacs