Tei Semisi
Weymouth,AUK
Summary
Reliable and customer-focused Business Consultant known for building strong relationships with clients and colleagues to deliver excellent service. Guided by values of respect, integrity, and compassion. Seeking my next challenge in a lending-focused role that offers growth and development.
Overview
6
6
years of professional experience
Work History
Business Consultant - Third Party Broker
Westpac New Zealand
04.2024 - Current
- Review and manage conditional mortgage applications for both residential and business purchases, ensuring compliance with lending policies and risk frameworks.
- Facilitate onboarding of new customers, including complex entities, by guiding them through documentation and regulatory requirements.
- Prepare and verify loan documentation to ensure accuracy and adherence to legal and compliance standards.
- Provide expert product knowledge on Westpac's suite of financial products, advising clients on optimal solutions to meet their needs.
- Act as a key liaison between mortgage advisors, clients and internal teams to streamline processes and enhance customer experience.
Relationship Consultant - Digital Banking
Westpac New Zealand
06.2022 - 04.2024
- Responded to customer requests through phone and email for products, services, specifically related to online channels.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to business customers and internal staff.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Provided guidance to both customers and internal staff around forms relating to online business channels.
- Collaborate positively with peers and other staff members to maintain friendly, supportive, and cooperative work atmosphere.
Claims Consultant
Tower Insurance
06.2020 - 05.2022
- Answering multiple incoming calls, chat messages, and email
communications regarding claim concerns. - Review insurance claims for house, contents, motor and boat and
verify data to determine coverage eligibility. - Exercise proper judgment and decision making to analyze claims
exposure, determine proper action, and appropriately settle claims. - Guide customers through claims procedures and resolve minor complaints during claims-handling process through exceptional customer care and service.
- Liaise between insured customers, agents and other third parties,updating accounts and collecting necessary information.
Education
NCEA Level 1, 2 And 3 -
St Marys College
Ponsonby, Auckland12.2017
Skills
- Customer Onboarding – Guiding individuals and complex entities through account and loan setup
- Relationship Management – Building strong, trust-based relationships with clients and colleagues
- Compliance & Risk Awareness – Ensuring adherence to banking policies and regulatory requirements
- Documentation & Accuracy – Preparing and verifying loan documents with attention to detail
- Financial Product Knowledge – Understanding and explaining banking and lending products clearly
- Problem-Solving – Resolving customer queries and finding tailored financial solutions
- Communication Skills – Clear and professional interaction with clients and internal teams
- Time Management – Handling multiple applications and tasks efficiently
Languages
Able to both speak and write fluently in English and Tongan.
Hobbies
Exploring our beautiful country that is NZ, playing netball, and keeping active.
References
References available upon request.
Timeline
Business Consultant - Third Party Broker
Westpac New Zealand
04.2024 - Current
Relationship Consultant - Digital Banking
Westpac New Zealand
06.2022 - 04.2024
Claims Consultant
Tower Insurance
06.2020 - 05.2022
NCEA Level 1, 2 And 3 -
St Marys College