Open to opportunities

Satyajeet Loke

@satyajeetloke

Home and Investment Lending Specialist delivering compliant, data-driven growth and trusted client advisory for high-net-worth customers.

Australia

Message

What I'm looking for

I’m looking for a banking role where I can grow lending outcomes through compliant client advisory, digital transformation, and data-driven pipeline management—while leading teams to exceed KPIs in a customer-first, audit-ready environment.

I’m a Home and Investment Lending Specialist with 5+ years of success across customer service, strategic sales leadership, and team management. I assess customer financials, determine borrowing capacity, and guide clients through end-to-end lending—application to settlement—while keeping a strong compliance-first mindset.

At ANZ, I’ve been recognized nationally in the Top 10% for sales performance and contributed over $4.2M in annual lending and deposit growth, accounting for 32% of total branch revenue. I’ve exceeded monthly lending targets (2–3mil) by up to 20% through proactive pipeline and referral management, while maintaining a 100% compliance record with zero rework rate in loan documentation.

I’m trusted for risk mitigation, regulatory compliance, and credit assessment, supported by expertise in ASIC and APRA frameworks and ANZ responsible lending standards. I also drive digital transformation and process improvement—streamlining workflows to reduce turnaround time by 25%, improving appointment-to-conversion by 22%, and leading internal audits that reduced compliance breaches to zero.

Experience

Work history, roles, and key accomplishments

Current

Home and Investment Lending Specialist

Current

ANZ Banking Group

Nov 2024 - Present (1 year 7 months)

Managed end-to-end home and investment loan processing, ensuring compliant applications, approvals, and settlements. Exceeded monthly lending targets of $2–3M by up to 20% through proactive pipeline and referral management, while maintaining a 100% compliance record and reducing turnaround time by 25%.

Home Loan Processing Credit Assessment Regulatory Compliance Risk Assessment Customer Advisory Relationship Banking Pipeline Management Financial Analysis

Senior Banking Consultant

ANZ Banking Group

Oct 2021 - Nov 2024 (3 years 1 month)

Drove $4.2M+ annual lending and deposit growth and achieved Top 10% national personal banking sales performance (2023–2024). Led and coached an 8-person team, improving sales performance by 28% YoY, while digitization initiatives increased appointment-to-conversion by 22%.

Lending And Deposits Growth Portfolio Management High Net Worth Advisory Sales Leadership Staff Training Compliance Audits Data Driven Sales Digital Transformation Customer Retention

Crew Leader

Nico Holdings Group

May 2020 - Oct 2021 (1 year 5 months)

Handled 300+ transactions per shift with 98%+ service accuracy and led a team of 12 CSRs to increase throughput by 35%. Introduced structured shift protocols to reduce downtime by 18%.

Customer Service Transaction Processing Team Leadership Workforce Scheduling Throughput Service Accuracy Operational Efficiency

Retail Sales Consultant

Officeworks

Aug 2020 - Sep 2021 (1 year 1 month)

Drove 18% growth in monthly sales across tech categories and was recognized as a Top Performer in Northern Tasmania (Q1 2021). Assisted 100+ customers daily using strong merchandising and consultative service to improve customer experience and sales outcomes.

Retail Sales Customer Service Visual Merchandising Consultative Selling Sales Performance Product Recommendations Customer Experience

Education

Degrees, certifications, and relevant coursework

University of Tasmania

Master of Professional Accounting, Professional Accounting

Completed a Master of Professional Accounting at the University of Tasmania in 2021. Specialized in business portfolio management and high-impact banking, with a focus on customer advisory and compliance-driven performance.