Theresa Smith
Taupo
Summary
Home Ownership Manager at ASB Bank, with extensive experience in client relationship management and regulatory compliance. Demonstrates expertise in negotiating loan options and managing home loan pipelines, consistently surpassing client expectations, and fostering loyalty. Known for effective communication skills and thriving in high-pressure environments, driving success in lending initiatives.
Overview
17
17
years of professional experience
Work History
Home Ownership Manager
ASB Bank
, Taupo
09.2022 - Current
- Developed and maintained strong relationships with key clients to ensure satisfaction and loyalty.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Collaborated with company teams to expedite loan approval processes.
- Detailed different loan options available to clients.
- Participated in training sessions designed to improve knowledge and skills related to lending practices.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Responded promptly to emails, phone calls, and other forms of communication from customers.
Personal Banking Consultant
ASB Bank
03.2011 - 08.2022
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Analyzed customer requirements and recommended efficient investment products.
- Ensured compliance with all regulatory requirements during the process of account opening and management.
- Identified opportunities for cross-selling of different products within existing client base.
Customer Service Officer
ASB Bank
11.2007 - 03.2011
- Maintained accurate records of customer interactions and transactions.
- Collected deposits or payments & assisted with withdrawal requests.
- Educated customers on products and services offered by the company.
- Resolved customer issues in an efficient and timely manner.
Education
High School Diploma -
Tauhara College
Taupo12-2005
Skills
- Time management
- Reliable
- Regulatory compliance
- Negotiation techniques
- Team player
- Home loan pipeline maintenance
- Passionate lender
- Quick learner
- Verbal and written communication
Accomplishments
- Individual Brilliance Winner - Home Ownership manager April 2024 & Nov 2024
- Lender Excellence Awards - Q3 2022, Q3 2023 & Q1 2025
- Super Achiever Awards - 2019
Timeline
Home Ownership Manager
ASB Bank
09.2022 - Current
Personal Banking Consultant
ASB Bank
03.2011 - 08.2022
Customer Service Officer
ASB Bank
11.2007 - 03.2011
High School Diploma -
Tauhara College
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