Theodore Tan

• • Launched various Mortgage features (Offset, Redraw, and Loan Variation) on the core banking platform serving existing and future banking clients within a tight timeframe

• • Built a real time Interest Rate Management system on the platform for client banks to seamlessly update interest rates on their loan products. A key feature to sign on new banking clients

• • Led Quarterly PI (Program Increment) planning and sprint delivery with a distributed engineering team of 7 (Sydney/India) using Jira for backlog management and tracking delivery health

• • Managed customer service queries, identified key queries and used this feedback to drive product and operational improvements

• • Executed perfect settlement for the firm's largest block trade (AUD $688M) from maintaining strong relationships with other market participants

• • Collaborated on International Equities expansion (key business initiative) to expand business offering in order to remain competitive in the market

• • Built relationships with internal stakeholders and external clients and reduced failed settlement fee by 15%

• • Automated Deposits and Withdrawals operational processes to accommodate for 5x investor growth

• • First New Zealand employee relocated to Sydney to establish Australian Operations function

• • Owned investors' tax statements project, collaborated with engineering to built tooling to generate statements and led investor communications before each financial year end

• • Provided high level of customer support, automated chat templates and documented customer requests