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Talk to Anamika Setaluri, the specialist consultant managing this candidate, located in SA, Adelaide

T:0872214109

F:02 9231 5480

Level 17 11-19 Grenfell St

Lender , Insurance Consultant

SA, Adelaide

  • Job TypePermanent
  • Pay
  • Reference8283632

This candidate is a passionate go getter and strives to achieve the best customer experience. Not only for external customers but internal too. They are analytical minded and can quickly see changes that can make an improvement to current processes. Known for their attention to detail and accuracy, they are open minded and thrives on any feedback given.

This candidate can quickly build and maintain positive relationships and enjoys working with people from all backgrounds. Starting as a casual and working at different branches allowed the candidate to grow their skill set and quickly landed a roll as a permeant Teller at a Branch. They quickly grew to Head Teller and from there moved into the Insurance team to gain more exposure and experience in a call centre environment.

Thriving with repeat business from customers who loved the candidate's service, once they had mastered Insurance they then moved into the Lending Department at a Bank. Presented with multiple opportunities, the candidate had great mentors that have helped build career and values into what they are today! The candidate performed a variety of roles in Home Loan settlements from documentation through to funding, administration and also process improvement and change management.

The candidate is currently at a financial institution in the Lending field. They take care of Personal Loans and Credit Cards. Being open minded and having skills that are quite transferable, the candidate would be an asset to anyone's team. They are determined to find a company that matches their values and where they can grow and enjoy coming to work and enjoy working with like-minded people. The candidate is looking for a long term position and they thrive in the right environment.

Key achievements:
1. Being successful in obtaining a Lending Analyst position. This allowed the candidate to show case their analytical and process improvement skills as well as create positive relationships with different stakeholders both internal and external. They also learnt a lot about prioritisation and communication.
2. Achieved 23 insurance referrals in one day by simply making it a goal to ensure a quality needs based conversation was had with each individual interaction.
3. Multiple awards- Integrity Service Award Facilitators Choice 2015 (Insurance Consultant) and 2017 (Settlements Officer), Rising Star Award 2018 nominated by peers

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