Tenae – Office Manager
Tenae stepped into the financial industry in 2018 with her first position being a receptionist for a Mortgage Broker in Kiama, from here Tenae wanted to further herself and was successful with her application to be a Financial Services Trainee with Horizon Credit Union.
During her time with Horizon Tenae worked in five branches providing support to the MSO’s and Branch Manager’s working individually and as a team. She managed to complete her Traineeship 12 months in advance, once she had been signed off of her Traineeship – she was then put into the role of Member Services Officer.
In late 2019 Craig asked Tenae to come and work for him as a Customer Services Officer & Processor, in her short time with Craig she has since been promoted to Officer Manager overseeing and completing the processing of our client’s applications and supporting Craig’s position of Director & Broker.
Izzy – Office Trainee/Receptionist
Izzy left school in 2017, she worked as a Receptionist for Skydive Illawarra for 2 years where she helped get customers ready for an experience of a lifetime assisting them with payments & completing the legal documentation required.
Izzy then applied for a receptionist position with a Conveyancing Company and was successful, Izzy gained numerous skills in this position which made her the perfect fit for our Office Trainee.
Izzy is currently studying her Certificate III in Financial Services and deals with all customer enquiries in the office such as answering the phones, manning our admin email address, inputting client data to begin their applications & tracking each clients application progress.