Looking for a job

Gabby Cleeman

@gabbycleeman

Experienced Client Service & Operations Specialist skilled in end-to-end workflow management, stakeholder relations, and customer inquiry resolution.

Australia

Message

What I'm looking for

I am looking for a remote position in Customer Success, Client Services, or Administration that supports flexibility and work-life balance. I am comfortable working autonomously to meet strict SLAs and deadlines. Eager to learn and adapt to new software and company processes, I aim to add immediate value to team operations and customer retention.

Experienced Client Service and Operations Specialist with 4+ years across financial services, loan processing, and high-volume client management. I specialise in end-to-end workflow execution, managing stakeholder queries, and delivering seamless support within strict SLAs.

Currently at La Trobe Financial, I manage end-to-end loan settlements, review legal documentation, process progress draw requests, and coordinate across brokers, solicitors, and internal teams. My prior roles at National Australia Bank and GA Finance strengthened my core strengths in fast-paced client servicing, CRM management, process optimization, and relationship building.

I thrive in autonomous, remote-friendly environments where high attention to detail, clear communication, and quick adaptability are key. I am eager to continuously learn and bring my strong administrative, operational, and customer relationship skill set to help streamline team operations and drive long-term business success.

Experience

Work history, roles, and key accomplishments

Current

Commercial & Construction Settlement Officer

Current

La Trobe Financial

Nov 2025 - Present (10 months)

Manage end-to-end loan settlements for commercial and construction lending portfolios, ensuring compliance and mitigating risk. Process progress draws and collaborate with internal and external stakeholders to resolve settlement issues.

Loan Processing Compliance Legal Documentation Risk Mitigation Stakeholder Management SLA Management Communication Skills

Business Direct Advisor

National Australia Bank

Jul 2024 - May 2025 (10 months)

Provided inbound servicing for small business clients, handling internet banking, loan servicing, and transactional inquiries. Navigated multiple core banking systems and met KPIs for customer satisfaction and call quality.

Customer Service Core Banking Systems Loan Servicing KPI Management Communication Skills

Client Service Manager

GA Finance

Feb 2022 - Jul 2024 (2 years 5 months)

Managed end-to-end processing of residential loan applications from broker handover to post-settlement. Served as liaison between borrowers and lenders, and supported mortgage brokers with operational tasks.

Loan Processing CRM Flex ApplyOnline BrokerEngine Data Entry File Management Communication Skills

COVID Testing Site Operational Lead

Banyule Community Health Service

Oct 2020 - Apr 2022 (1 year 6 months)

Served as primary escalation point for employee and client concerns, maintaining operational continuity and compliance. Managed logistics including equipment procurement, rostering, and timesheets.

Operations Management Compliance Logistics Rostering Stakeholder Management

Receptionist

Banyule Community Health Service

Jan 2021 - Nov 2021 (10 months)

Managed high-volume client inquiries, handling 50-70 inbound calls daily while maintaining confidentiality. Coordinated waitlists, confirmed appointments, and processed daily client service fee balancing.

Customer Service Communication Skills Data Security Appointment Scheduling Administrative Support