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Bio

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Credentials

  • Prince2 Foundation
    ILX Group Australasia
    Jun, 2015
    - Apr, 2026
  • Prince2 Practioner
    ILX Group Australasia
    Jun, 2015
    - Apr, 2026
  • Pensions Administration FA2
    Chartered Insurance Institute
    Jun, 2005
    - Apr, 2026
  • Certificate of Mortgage Advice & Practise (1,2 & 3)
    Institute of Financial Services
    Oct, 2000
    - Apr, 2026

Experience

  • Firth Industries
    • Auckland, New Zealand
    • National Credit Manager
      • Nov 2021 - Present
      • Auckland, New Zealand

    • Director - Finance And Operations
      • Mar 2021 - Feb 2023
      • Auckland, New Zealand

      New business start-up, offering creative solutions predominantly to small and medium enterprises.We offer a variety of outsourcing, consulting and process improvement functions to support growth and create opportunity for small businesses.

  • Westpac New Zealand
    • Auckland, New Zealand
    • Team Leader - Mortgage Operations
      • May 2019 - Jul 2020
      • Auckland, New Zealand

      Manage team of highly skilled and tenured mortgage assessors to write mortgage application approvals in line with bank lending criteria for 3rd party customers.

  • Brand Developers Ltd
    • Takapuna, Auckland
    • General Manager - Customer Management
      • Sep 2014 - Jun 2018
      • Takapuna, Auckland

      Manage post-sales function of Australasia's largest Direct Response TV sales & marketing company. Covers Customer Service, Customer Retention, Debt Management, Complaints and Accounts Receivable. Driving multiple contact centres and back office functions through continuous change, key projects and challenges to achieve executive goals and strategies.

  • EziBuy
    • Parnell, Auckland
    • Accounts Payable Manager
      • Jun 2014 - Sep 2014
      • Parnell, Auckland

      Actively Manage Payables Ledger & team of 5 AP experts.Overall responsibility for AP payment runs, import/export customs duty payments & drawbacksInitiated a project to review suppliers & make procurement recommendations to maximise cost savings, including reviewing quality of invoicing received, GST anomalies & taking advantage of discounts available.

  • Chubb Fire & Security
    • City & Mt Wellington, Auckland
    • National Credit Manager
      • Dec 2007 - Oct 2013
      • City & Mt Wellington, Auckland

      I oversaw the credit, collections and accounts receivable functions for Chubb NZ Ltd. This involved managing a team of credit controllers and accounts staff both in NZ and remotely in India. Part of my role was to manage the performance of an outsourced financial service centre in India, which included AP, AR, Collections, Credit & Billing. During my time at Chubb, my role regularly expanded to encompass other areas of the business, including the management of the Northern Region Customer Service & Administration Centre, as well as controlling the billing and Operational service for Key National Clients. Regular projects to improve processes and systems were part and parcel of the role.

    • Group Final Salary Team Manager
      • Sep 2004 - Sep 2006

      • Manage a large team of highly experienced Defined Benefit pension experts• Ensuring continuous improvement in all areas of customer experience• Project Management - systems change, structure change, overseeing UAT for new platform• Ensuring premium collection for multimillion pound funds are on target and timely• Guided and managed off-shore team in India to deliver key processing work against targets• Manage department risks and maintained risk register• Developing & coaching staff to full potential

    • Pensions Scheme Co-Ordinator
      • Jun 2001 - Sep 2004

      Lead the system implementation of new business Group Stakeholder pension schemes. Work closely with a number of key stakeholders within the business, support team, sales team and the customer to ensure the timely and accurate set up of company pension schemes.This was a new business proposition on a new IT platform, which required working closing in Blueprint UAT testing to get the system correct, prior to Go-Live. The Scheme Co-Ordinator was a flagship new role in a new department, which meant working hard breaking new ground, creating new relationships to make the role and the product a success.

  • Halifax
    • Bristol, United Kingdom
    • Mortgage Adviser
      • Jan 1999 - Jun 2001
      • Bristol, United Kingdom

      Drive to meet retail banking targets in: Mortgage Lending, Insurances, PFA referrals, Banking Products.Ensure underwriting requirements met to support lending criteria for mortgage customers, assessing credit worthiness, lending risk & providing sound mortgage product advice to customers. Matching customer needs, affordability and lifestyle to mortgage products and terms - benefitting the customer and ensuring minimal lending risk to the business. Coaching banking staff to generate mortgage enquiry leads within the banking hall.

Education

  • 1995 - 1998
    University of the West of England
    Bachelor of Business Administration - Finance (BBA) Hons, Finance, General
  • 1988 - 1995
    Harvey Grammar School, Folkestone
    A Level

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