Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

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
Taupo
12-2005

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
Theresa Smith