Katie Archibald

Business Development Manager at Simplify Finance
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
AU

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Adam Withers

Katie is a dedicated sales and finance professional. She has a strong work ethic and a genuine passion for ensuring that her clients get the best deals possible.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Agile Foundations
    LinkedIn
    Feb, 2021
    - Oct, 2024
  • Do the Work: Overcome Resistance (Blinkist Summary)
    LinkedIn
    Sep, 2020
    - Oct, 2024
  • Essentialism: Improve Your Work by Focusing on the Essentials (Blinkist Summary)
    LinkedIn
    Sep, 2020
    - Oct, 2024
  • How to Effectively Deliver Criticism
    LinkedIn
    Sep, 2020
    - Oct, 2024
  • Humble Leadership: The Power of Relationships, Openness, and Trust (getAbstract Summary)
    LinkedIn
    Sep, 2020
    - Oct, 2024
  • Stepping Up: How Taking Responsibility Changes Everything (getAbstract Summary)
    LinkedIn
    Sep, 2020
    - Oct, 2024
  • The Courage Habit (getAbstract Summary)
    LinkedIn
    Sep, 2020
    - Oct, 2024
  • The Practices of High-Performing Employees
    LinkedIn
    Sep, 2020
    - Oct, 2024
  • Top of Mind: Use Content to Unleash Your Influence (getAbstract Summary)
    LinkedIn
    Sep, 2020
    - Oct, 2024
  • Developing Resourcefulness
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • How to Make Strategic Thinking a Habit
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • Humble Inquiry: The Gentle Art of Asking Instead of Telling (getAbstract Summary)
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • Start with Why: How Great Leaders Inspire Everyone to Take Action (Blinkist Summary)
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • Subtle Shifts in Thinking for Tremendous Resilience
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • The Coaching Habit (getAbstract Summary)
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • The Six Biases of Decision-Making
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • Why Generalists Succeed and How to Learn Like One
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • Why Motivating People Doesn’t Work . . . and What Does (getAbstract Summary)
    LinkedIn
    Aug, 2020
    - Oct, 2024
  • Crunch Time: How to Be Your Best When It Matters Most (getAbstract Summary)
    LinkedIn
    Jul, 2020
    - Oct, 2024
  • Economics for Everyone: Understanding a Recession
    LinkedIn
    Jul, 2020
    - Oct, 2024
  • Improving Your Thinking
    LinkedIn
    Jul, 2020
    - Oct, 2024
  • Career Advice from Some of the Biggest Names in Business
    LinkedIn
    Jun, 2020
    - Oct, 2024
  • Communicating In the Language of Leadership
    LinkedIn
    Jun, 2020
    - Oct, 2024
  • Strategic Thinking
    LinkedIn
    Jun, 2020
    - Oct, 2024
  • The Rules of Work (getAbstract Summary)
    LinkedIn
    Jun, 2020
    - Oct, 2024
  • 15 Secrets Successful People Know About Time Management (getAbstract Summary)
    LinkedIn
    May, 2020
    - Oct, 2024
  • Finding and Doing the One Thing
    LinkedIn
    May, 2020
    - Oct, 2024
  • Managing Stress
    LinkedIn
    May, 2020
    - Oct, 2024
  • The Art of Connection: 7 Relationship-Building Skills Every Leader Needs Now (getAbstract Summary)
    LinkedIn
    May, 2020
    - Oct, 2024
  • The Five Thieves of Happiness (getAbstract Summary)
    LinkedIn
    May, 2020
    - Oct, 2024
  • The Secret: What Great Leaders Know and Do (getAbstract Summary)
    LinkedIn
    May, 2020
    - Oct, 2024
  • Coaching and Mentoring
    Australian Institute of Management
    Apr, 2020
    - Oct, 2024
  • Developing a Learning Mindset
    LinkedIn
    Apr, 2020
    - Oct, 2024
  • New Leader
    Australian Institute of Management
    Apr, 2020
    - Oct, 2024
  • The Six Morning Habits of High Performers
    LinkedIn
    Apr, 2020
    - Oct, 2024
  • Improving Your Listening Skills
    LinkedIn
    Mar, 2020
    - Oct, 2024
  • Deep Work: Rules for Focused Success in a Distracted World (Blinkist Summary)
    LinkedIn
    Feb, 2020
    - Oct, 2024
  • How to Be Promotable
    LinkedIn
    Feb, 2020
    - Oct, 2024
  • Learn Emotional Intelligence, the Key Determiner of Success
    LinkedIn
    Feb, 2020
    - Oct, 2024
  • Impromptu Speaking
    LinkedIn
    Jan, 2020
    - Oct, 2024
  • The Leader’s Guide to Mindfulness (getAbstract Summary)
    LinkedIn
    Jan, 2020
    - Oct, 2024

Experience

  • Simplify Finance
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Business Development Manager
      • Jul 2021 - Present

    • Credit Support Manager
      • Mar 2021 - Jul 2021

      https://simplifyfinance.com.au/

  • Pepper Financial Services Group
    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Hardship Officer (Mortgages & Asset Finance)
      • Aug 2020 - Mar 2021

      Supporting our existing clients with suitable solutions.

    • Lending Specialist (Mortgages)
      • Apr 2017 - Jul 2020

      My role is to provide mortgage solutions to direct clients and professional referrals. I provide suitable structuring for mortgage applications with my extensive credit and lending experience. Non-bank and non-conforming lending sales. (I love my role as I help customers get ahead with our flexible lending solutions and I'm able to connect and deliver a real customer focused experience). 'My focus and success have been built on the ethos of harvesting strong client relationships, repeat business, client referrals, professional referrals & staff referrals. I'm a strong advocate for Pepper as we help Australians to get ahead. I embrace our wonderful work culture and I live and breathe our values every day through meaningful conversations and beneficial transactions.'

    • Credit Analyst / Mortgage Underwriter
      • Dec 2015 - Apr 2017

      Mortgage Credit Analyst Role; analysing and scrutinising applications for credit. Interpreting and analysing financial documentation. Liaising with brokers and stakeholders.

  • ING
    • 1 - 100 Employee
    • Credit Assessor Level 2
      • Sep 2014 - Dec 2015

      Variations Role; Existing & New Business Clients. All types of loan variations and changes. Assessing and approving applications for credit. Analysing all financial documentation. Variations Role; Existing & New Business Clients. All types of loan variations and changes. Assessing and approving applications for credit. Analysing all financial documentation.

  • St.George Bank Broker
    • 1 - 100 Employee
    • Credit Assessor & Various Banking roles
      • Dec 2007 - Aug 2014

      Credit Assessor - Broker Mortgage Services (All New Business Credit Assessment) $1million lending delegation with exceptions Internet Lender (Customer Contact Centre) - Assessing and approving loan applications with a lending delegation Residential & Internet Sales (Customer Contact Centre) - All home loan applications Lending Service (Customer Contact Centre) - Providing service on all existing loan accounts Customer Service (Customer Contact Centre) - all relevant customer enquiries Customer Mortgage Services & Settlements (Customer Contact Centre) - Providing service for all customer mortgage enquiries relating to loan variations and booking settlements *St George Bank won the title of 'Best contact centre in the world 2008'.

Education

  • Western Sydney University
    Bachelor’s Degree, Business & Commerce (Banking & Finance)
  • Riverside Girls High School
    Class of '99
  • Institute of Strategic Management
    Certificate IV in Finance and Mortgage Broking, Completed 2017
  • Western Sydney University
    Lucy Mentoring Program 2008
  • Pepper Money
    Talent & Development Program, Professional & Personal Development
    2020 - 2021

Community

You need to have a working account to view this content. Click here to join now