Team Lead, Settlements - Bluestone Home Loans
(2025-07)
- Oversee daily settlement operations, ensuring all transactions are completed accurately and in accordance with contractual and regulatory requirements
- Lead, coach, and develop a team of settlement analysts, balancing close support with gradual empowerment as the team matures
- Act as the primary point of contact for internal stakeholders (e.g., operations, finance, treasury, risk and management)
- Identify operational inefficiencies, risks, and control gaps within settlement workflows and lead or support process improvements
- Ensure all settlement activities adhere to internal policies, contractual obligations and regulatory requirements
- Track and report key settlement metrics, including volumes, exceptions, breaks, aging items and escalate emerging risks or recurring issues with clear recommendations
Loan Coordinator & Settlements Officer - Bluestone Home Loans
(2023-07 - 2025-06)
- Timely and accurate Data Entry in Apply Online (AOL)
- Assess required documents before submitting to the underwriter
- Liaise between Credit and Broker if required
- Reviewing Loan and Mortgage documents
- Instructing Solicitors to prepare loan documentation for new applications
- Funding settlements of new loans
- Answering settlements queries from key stakeholders
- Organizing settlements with internal business partners, other banks and funders
Partner Support Officer - BC Invest (GBSS)
(2021-08 - 2023-03)
- Conduct Triage review of file completeness
- Input manual submissions into portal for special situation partners (Data Entry)
- Review of application for completeness prior to system submission
- Monitoring portal submissions and resolution of submission errors
- Liaise between credit and mortgage manager as required
- Ensure that all required service levels are maintained and delivered
Customer Service Representative - Westpac (Concentrix)
(2018-03 - 2021-07)
- Assists brokers/branch staff about the status of their home loan application
- Trained colleagues on a certain skill at pre approval stage of the application
- Maintain utmost discretion when dealing with sensitive topics
- Ability to use positive language on dealing with callers
