Bio
Credentials
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CERT IV in Financial Services (Asset Finance)
Institute of Strategic ManagementNov, 2020- Apr, 2026
Experience
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Yakka Finance
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Sydney, New South Wales, Australia
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Credit Analyst
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May 2023 - Present
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Sydney, New South Wales, Australia
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Australia
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Financial Services
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700 & Above Employee
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Support Lead
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May 2022 - May 2023
Reporting to the team manager, this role includes coordinating the 16 originations team members to successfully review and process up to 300 new lending requests daily. - Provide professional guidance to Westpac Equipment Finance Managers and business development managers to successfully navigate the Westpac pre-approval process. - Build and maintain relationships with internal and external introducers and relationship managers and act as the first point of contact for lending escalations. - Design and oversee the training program and professional development of team members. - Monitor the team's compliance and regulatory obligations and ensure I correctly raise and resolve any incidents.
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Asset Finance Banking Operations Team Member
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Apr 2020 - May 2022
Reporting to the team manager and support lead, I worked in various roles across Westpac Equipment Finance Operations, primarily within the lending originations and post settlements servicing teams. - Reviewed and validated new complex asset finance lending requests. - Liaised with brokers and introducers to ensure that they provided all the required information. - Provided credit approval for Westpac matrix lending products and system approved requests. - Developed an in-depth understanding of asset finance products and the options available to commercial customers.
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Graduate Analyst
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Jan 2020 - Mar 2020
Reporting to the broker manager, I was introduced to the asset finance industry and had the opportunity to learn from experienced brokers. - Contacted existing customers to generate leads and nurture return business relationships. - Gathered information and documents to create new lending requests for our customers. - Met customers in person for face-to-face document signing. - Liaised with suppliers and lenders to facilitate a smooth customer lending experience.
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Data Analytics Consulting Virtual Internship
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Oct 2019 - Oct 2019
A fantastic virtual online internship offered by KPMG which gave me great exposure to the processes and rigor of a corporate data analytical role. The internship involved a 3 module program that covered the analysis of data sets and quality control, drawing conclusions and insights based on customer information and the processes of visualising and presenting these findings via Tableau. More information about each module:Module 1 Data Quality Assessment:Assessing the quality and completeness of large data sourced from customer surveys. This involved outlining existing issues and offering recommendations on how to fix this both directly to this data and in future customer survey intakes. Excel was used extensively in this module including filter tools and functions such as vlookup and sum ifs. The final product was the consolidation of these recommendations in a draft email to the clients.Module 2 Data InsightsThis module required direct analysis of the data to find strategic insights of the customer base which could potentially be used by the client. R programming was used to create a multiple linear regression module to assess these findings. The final product was a powerpoint presentation that outlines the data control, module building and final recommendations for the client.Module 3 Data Insights and Presentation:This final module involved the visualisation of the insights exposed in module 2. This was done via Tableau.
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McDonald's
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Kings Park
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Crew Member
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2012 - 2017
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Kings Park
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World Nomads Group
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Sydney, Australia
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Market Research Intern
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Dec 2015 - Aug 2016
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Sydney, Australia
3-month internship extended to a longer-term position. First exposure to the processes and procedures in the corporate world. Strongly developed my research and data analysis skills with the support of a strong network.Responsible included:• The research and assistance in the development of an international expansion plan for a large multinational travel insurance company. • The consolidating and analysis of market research survey data.• Customer contact exposure in the organisation of face to face research interviews.
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Education
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2015 - 2019Macquarie University
Bachelor's degree, Finance, General -
2009 - 2014William Clarke College
Higher School Certificate
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