Experience

Loan Market

• Australia
• Financial Services
• 300 - 400 Employee

• Managing Director

  • Jul 2021 - Present

• Managing Director

  • Jul 2021 - Present



Auscare Physio

• Australia
• Health, Wellness & Fitness
• 1 - 100 Employee

• General Manager Finance

  • Aug 2019 - Present



St.George Bank

• Australia
• Banking
• 700 & Above Employee

• SME Business Banking Manager

  • Nov 2020 - Jun 2021



NAB

• Australia
• Banking
• 700 & Above Employee

• Mobile Banker - Acquisitions and Alliances

  • Dec 2019 - Nov 2020

  I am responsible the following: -Identify and convert new business opportunities through existing and introduced sources-Accurately and professionally prepare credit finance submissions-Provide assistance and advice regarding the banks suite of finance products-Build strong and secure business relationships with external referral sources-Actively promote the Organisation's brand throughout the local communityMy goal is to Deliver end to end mortgage lending process seamlessly to our customers by reducing all the friction points in the process.Provide lending solutions based on needs and not with a sales goal in mind, each customer is unique and they should be treated as such.

• Business Credit Analyst - Specialised Lending Private Bank and Health Clients

  • Jan 2019 - Jan 2020

  Responsible for preparation of credit analysis, including recommendation to the credit consultant, with a view to minimize credit losses and promote businessDevelopment.Key Responsibilities• Completion of file preparation for new and existing customer lending requests to a high standard and within agreed timeframes.• Detailed analysis of customer financial information, including tax returns and financial statements to assess ability to re-pay.• Inbound quality checks on lending submissions, confirming they meet the minimum requirements to proceed to credit writing.• Proactive risk management to ensure all tasks are completed efficiently and meet all policy and compliance requirements.

• Retail Credit Analyst

  • Jul 2018 - Dec 2018

  As a Credit Analyst I am responsible for ensuring a customer's lending application is efficiently processed through credit approval to provide a high quality experience for our customers. I am accountable for assessing, analysing and approving credit decisions for all applicable business & mortgage applications within my purview. My responsibilities are as follows:- Analyse credit risk aspects and financial viability of customer applications- Assess and fate business and consumer applications in-line with DCA specifications- Adhering to industry regulations, internal policy and procedures to avoid operational losses and keeping the bank safe Key aspects of my role include:- Strong analytical skills.- Ability to proactively engage and empathise with customers and colleagues.- Sound inter-personal and influencing skills.- Resilience in achieving sound outcomes for the customer and NAB.- Differentiate the role of credit analyst from the Branch, Business Manager and credit.- Recording details on operational systems (eg. SBRT, Impaired Asset System, Siebel, eBOBS.- Recommending provisions, credit decisions such as loan restructure or assets realisation.



TravelbyBit

• Australia
• Travel Arrangements
• 1 - 100 Employee

• Internship - Business Developement / Marketing

  • Feb 2018 - Mar 2018

  As an intern in a crypto-currency based start-up, I had various roles and responsibilities. TravelbyBit mission is to make crypto travel easier and to increase adoption and utilisation of crypto-currency. I worked in business development to expand adoption of the in-house built POS (point of sales) system. The POS allowed merchants to accept payments in crypto-currency and converted it automatically into Australian denomination for merchants and reconciled the payments for tax purposes. The POS accepted a wide range of crypto-currency including Nem, Dash, Bitcoin just to name a few. I also worked on funding proposal for Dash masternodes for TrvaelbyBit – this included a video presentation of how TravelbyBit would encourage adoption and utilization of Dash across the TravelbyBit merchants. The proposal included an analysis of the current Dash utilization within Australia and a plan to increase utilization through community events, outreach and education. I was also involved in online brand outreach through focused content through Twitter, Instagram and Facebook. The online brand expansion included content for blogs, bots for twitter to repost relevant crypto-currency posts and daily instagram posts of everyday use of the POS at merchants. I also planned events at bars and restaurants that were based on the principle of adoption and utilization. For instance we planned events for adoption of Dash at a local bar in Fortitude Valley, this included creating buzz around the event though social media, then on the day of the event we opened crypto wallets for the attendees (adoption) and air dropped $10 Aud equivalent of Dash into their new wallets and through the TrvelbyBit POS system showed them how to use their wallet and Dash for services (utilization). This strategy not only increased awareness for Dash but also adoption and utilization of Dash and the TravelbyBit POS system



Department of Veteran Affairs

• Claims Manager

  • Jul 2017 - Dec 2017

  6 Month Contract with DVA As a claims Manager I have responsibility for the complete management of compensation claims or rehabilitation cases for former and current members of the Australian Defense Force including determination in respect of liability and entitlement to benefits according to legislation. In making determinations, as a Claims Manager I liaise with the claimant, health professionals and advocates/legal representatives, undertakes appropriate investigation and researches and prepares detailed reasons for my decisions



BT

• Australia
• Financial Services
• 700 & Above Employee

• Implementation Coordinator

  • Jan 2016 - Mar 2017

  As an Advice implementation Coordinator I utilise my complex reasoning skills in a challenging and dynamic environment contributing to our mission of being the number one service organisation in the financial services industry. My accountabilities for the position are as follows:- Understand and implement complex financial planning advice provided to the clients by the financial planner.- Undertake trading of equities, managed funds and portfolio establishment on behalf of the clients.-Track customer activity including documentation, sale progress, appointments, interviews customer and customer complaints- Process appropriate transactions for customers including sales documentation, withdrawal of funds, trust account and other transfers and redemptions- Update CRM system with own entries, e.g. customer contact data- Provide logistics support in relation to customer management and accuracy of documentation- Work cooperatively and effectively with designated planners, with wealth team and other areas of BCB to meet and exceed customer's expectations- Maintain and work within compliance, ethical and privacy standards such as the FSR legislation and other relevant laws guidelines or policies.

• Planner Assistant

  • Aug 2015 - Jan 2016

  As a Planner Assistant my main responsibility is to increase Planner efficiency in the Wealth region by supporting (a group of planners) to deliver an enhanced customer experience for Westpac's wealth customers. I am responsible for a variety of tasks, project work, and logistics and reporting. I have built strong relationships with many stakeholders, both internal and external and constantly deliver what I promise. As a Planners Assistant I utilise my administration skills in a challenging and dynamic environment contributing to our mission of being the number one service organisation in the financial services industry. My accountabilities for the position are as follows:- Prepare reports and undertake projects as required by planner(s) or RM wealth - Prepare customer due diligence research and investment reports for Financial Planners-Track customer activity including documentation, sale progress, appointments, interviews customer and customer complaints- Receive inbound and make outbound calls from/to customers (excluding advice and sales) including being contact point for day to day liaison with customers and their concerns- Process appropriate transactions for customers under direction from planner(s) including sales documentation, withdrawal of funds, trust account and other transfers and redemptions- Update CRM system with own entries, e.g. customer contact data- Provide filing, copying, mail/fax, typing, correspondence, business tools and office supply services to planner(s) including database and spreadsheet activity- Book, re-confirm and follow up planner(s) appointments and invitations with customers- Provide logistics support in relation to customer management and accuracy of documentation- Work cooperatively and effectively with designated planners, with wealth team and other areas of BCB to meet and exceed customer's expectations- Maintain and work within compliance, ethical and privacy standards such as the FSR legislation



Westpac

• Australia
• Banking
• 700 & Above Employee

• Personal Banker

  • Feb 2015 - Aug 2015

  As a Personal Banker I have varied responsibilities across a selection of branch based retail and SME customers and consumer. My role is to be equipped to meet the business and personal needs of these customers including their transactional banking, payables & receivables, simple lending, investment and protection. I am also responsible for liaising between my SME customers and consumers and Financial Planners, Business lenders and Specialist lenders both within and outside the branch. I am responsible to ensure that all my SME customers and consumers have adequate protection and a one on one approach to ensure client retention. I am also responsible for achieving my KPI’s and continually performing to a high benchmark. I continually meet and exceed expectations both of the branch and my customers. I was driven by innovation and a desire to sell our financial products by proactively contacting customers to set-up appointments, as well as assist those who walk into the branch. Retain and deepen customer relationships through quality needs based conversations to explore customer’s financial needs and goals. Provide professional financial advice. Take ownership for seamless service.