Aman Bansal
Director at Journey Finance- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Punjabi Native or bilingual proficiency
Topline Score
Bio
Experience
-
Journey Finance
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Director
-
Sep 2020 - Present
-
-
-
Smartgroup Corporation
-
Australia
-
Financial Services
-
300 - 400 Employee
-
Sales Manager
-
Jun 2018 - Sep 2020
-
-
-
Smartsalary
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Team Coach - Mobile Leasing
-
May 2016 - Jun 2018
-
-
Mobile Leasing Consultant
-
Apr 2015 - May 2016
-
-
-
nlc pty ltd
-
Australia
-
Motor Vehicle Manufacturing
-
100 - 200 Employee
-
Vehicle Salary Packaging Consultant
-
Jan 2013 - Apr 2015
-
-
-
Macquarie Group
-
Non-profit Organizations
-
1 - 100 Employee
-
Credit Analyst
-
Jun 2010 - Jun 2012
• Assess consumer and commercial applications for motor vehicles and plant and equipment • Liaise with and complete requests from motor vehicle dealerships, direct sales team and brokers through Macquarie’s Internet web based application system. • Assessment of all product types including: Novated leases, Consumer loans, Personal leases, Chattel mortgages and Commercial hire purchases.• Held $150,000 Novated Credit Approval Delegation. • Involved in business development by meeting brokers/introducers and building mutually beneficial relationships. • Prepare and structure financial quotations. • Maintain and improve Macquarie’s customer service.
-
-
Settlement Officer
-
Jun 2009 - Jun 2010
• Processing various settlements• Liaising with key introducers to arrange signing of contracts and ensuring documents have been correctly executed• Arranging payment for motor vehicles and various commercial equipment• Liaising with Credit Analysts to ensure approval conditions have been satisfied prior to settlement
-
-
-
ANZ
-
Australia
-
Banking
-
700 & Above Employee
-
Mortgage Enquiries Officer
-
Jun 2007 - Jun 2009
• High level customer queries • Taking settlement bookings • Answering assessment enquiries • Liaising with Mortgage Brokers and Solicitors to arrange outstanding documentation • Liaising with other MDS teams to escalate pending files and expedite settlement process • Providing support to the Settlements team with respect to cheque loading/ processing and attending settlements when necessary • High level customer queries • Taking settlement bookings • Answering assessment enquiries • Liaising with Mortgage Brokers and Solicitors to arrange outstanding documentation • Liaising with other MDS teams to escalate pending files and expedite settlement process • Providing support to the Settlements team with respect to cheque loading/ processing and attending settlements when necessary
-
-
-
-
Assistant Accountant
-
Dec 2006 - May 2007
• Creating and distributing Daily and Monthly sales reports • Maintaining Profit/Loss statement • Maintaining product database • Creating and distributing monthly sales commissions for Sales Reps • Maintaining commission accounts for major retailers including Hair House Warehouse and Price Attack • Preparing ad-hoc financial reports upon request of General Manager • Providing admin support to Financial Controller, Business Analyst and Regional Managers • Creating and distributing Daily and Monthly sales reports • Maintaining Profit/Loss statement • Maintaining product database • Creating and distributing monthly sales commissions for Sales Reps • Maintaining commission accounts for major retailers including Hair House Warehouse and Price Attack • Preparing ad-hoc financial reports upon request of General Manager • Providing admin support to Financial Controller, Business Analyst and Regional Managers
-
-
Education
-
RMIT University
Bachelor's degree, (Applied) Economics and Finance