Experience

Loan Market Group

• Australia
• Financial Services
• 1 - 100 Employee

• Head of Customer Engagement

  • Nov 2022 - Present



Simpology Australia

• Australia
• IT Services and IT Consulting
• 1 - 100 Employee

• Head of Customer Success

  • Mar 2021 - Nov 2022

  As Head of Customer Success, I support our two distinct teams, Client Relationship Mangers and Broker Support agents to ensure all parties of our business are well supported.Our Client Relationship Mangers (CRMs) work closely with our Lenders, Aggregators, CRM providers and Third Party Integrators. Our CRMs are integral to all aspects of our new and existing clients to ensure their businesses continue to grow. We also offer training and education across the Mortgage Broking industry for both our clients and brokers alike. The Team has an important role across analysing and implementing projects, configurations and on-going BAU support to ensure their continued success across our platforms. Our Broker Support Team offers unparalleled support to our end users across the Mortgage and Finance Industry. Supporting over 12,000 active users, our team has a first response time of 1 minute and a 97% Customer Satisfaction Score (CSAT). With a team of experts that know our platforms inside and out, help is never too far away.Being in the unique position for our industry to directly help our end users, we can review all feedback to improve our platform and provide insight to our clients that they often haven't heard before.These are some of the reasons both clients and users continue to grow in numbers across Simpology's technology platforms.

• Relationship Manager

  • Feb 2018 - Mar 2021

  Simpology is a Technology company created by members of the Mortgage Industry looking to solve the problem of accurate information dissemination from Lenders to Brokers and accurate data submission from Brokers to Lenders. With the most advanced electronic lodgement tool, Loanapp is the dynamically configurable loan application tool that connects brokers and lenders in real-time. https://loanapp.com.auReach out if you have any questions.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Senior Business Analyst

  • Sep 2017 - Feb 2018

  Contract : Projects implementation across ANZ Home Ownership Intermediaries channel Contract : Projects implementation across ANZ Home Ownership Intermediaries channel



Temenos

• Switzerland
• Software Development
• 700 & Above Employee

• Mortgages Sales Director

  • Jul 2016 - Aug 2017

  Formally Rubik Financial Group, the Temenos Australia acquisition was originally announced on 14 February 2017.At Temenos, we held a range of mortgage products across the 3rd party mortgage market servicing Lenders, Aggregators and Brokers. - Aggregator & Broker software : SymmetryCRM - Lender Lodgement Platform : eLodge and eLodge+- ANZ Toolkit - RAMS CRM and origination platforms. Formally Rubik Financial Group, the Temenos Australia acquisition was originally announced on 14 February 2017.At Temenos, we held a range of mortgage products across the 3rd party mortgage market servicing Lenders, Aggregators and Brokers. - Aggregator & Broker software : SymmetryCRM - Lender Lodgement Platform : eLodge and eLodge+- ANZ Toolkit - RAMS CRM and origination platforms.



PLAN Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Strategic Partnerships Manager

  • Oct 2013 - Jul 2016

  I worked in partnerships with large businesses that operate their own broking channels at a national level, ranging from Property and Real Estate firms, Financial Services, Marketing and Finance Groups to name a few.I aimed to provide tailored services across business technology, workflow management, MIS reporting and marketing communication to meet the individual needs of my clients.I worked closely with each group to provide end to end support including assistance with marketing and technology solutions to maximise growth and create opportunities.

• Business Development Manager

  • Mar 2012 - Oct 2013

  Managing a portfolio of of over 100 Mortgage & Finance Brokers across Victoria. I worked closely with a range of businesses from small, individual brokers to large national brands working across residential, commercial and asset finance businesses. With a strong focus on workflow management, I helped my clients improve efficiency by supplying training and solutions to ensure all staff can operate at their peak.



Advantedge Financial Services

• Financial Services
• 1 - 100 Employee

• Podium Training Facilitator

  • Mar 2011 - Mar 2012

  I worked on the national migration of Brokers onto Podium Broker Portal across PLAN, Choice and FAST aggregation businesses. Holding over 400 classes for 20+ brokers in Basic Training, Managing your Business and CRM essentials I learnt quickly the needs of brokers and their support staff. I was able to personally meet over 1300 brokers face-to-face around the country across PLAN, Choice and FAST as well as holding webinars to over 300 participants at a time. This gave me great insight into how brokers use software and what they need.