Experience

• 

  Brisbane Finance Group

  • Australia

  • Operations Manager

    • Oct 2023 - Present
    • Australia

• 

  ANZ

  • Australia
  • Banking
  • 700 & Above Employee

  • Remediation Expert /Project Manager

    • Dec 2021 - Sep 2023

    • Ensure potential and active risks and issues are captured, assessed, managed and mitigated in a timely manner-Work with squads and stakeholders to translate high level goals into detailed plans, business impacts, communications, Training Needs Analysis (TNA) and change interventions, then preparation and execution of those plans• Proactively Managed Risk and Issues in JIRA: I took the initiative to identify, manage, and track potential risks and issues related to the project using JIRA.• Data Migration for AFBA: I played a significant role in a Data Migration project for AFBA. This project involved successfully transitioning AF Brokers from an older legacy system to a strategic system, ensuring smooth data migration.• Subject Matter Expert (SME) Contributions: I provided valuable insights as a Subject Matter Expert (SME) by reviewing and offering inputs on process maps and procedure documentation created for the project. My expertise helped ensure the accuracy and effectiveness of these materials.• Change Impact Assessment: I assessed how changes brought about by the migration would impact existing business processes. This allowed myself and the squad to update existing process maps and procedure guides to reflect the new changes accurately.• Data Cleansing Activities: I independently conducted data cleansing activities, which involved ensuring that the data to be migrated was accurate, consistent, and reliable. This step contributed to a smoother migration process and minimized errors.• SME Support: I provided support to my colleagues and various squads by sharing my expertise in AFBA and processes. This assistance helped team members navigate any challenges that arose during the project

  • Broker Manager

    • 2018 - Nov 2021

    As a Banking Professional with over 35+ years of experience within the industry, my strengths in developing successful relationships and customer service has always resulted in positive outcomes.My results focused attitude has produced sustained business development and client loyalty based on professionalism, trust, and the ability to understand the bigger picture.I predominately specialising in Asset Finance. I'm a Highly motivated individual and passionate about customer service, sales and coaching. Through this experience I have showcased the ability to increase revenue growth through building a large network while applying strong negotiation skills to win business.Keen team player with excellent people and business skills committed to a “hands on” approach and sharing of best practices leading to solid, long term results.A lateral thinker who operates with determination, meeting deadlines, delivering results without sacrificing quality.Ascertain and understand what is important to a customer, peer, organization etc with effective communication at all levels.Skill Summary• Excellent verbal and written communication when dealing with third party relationships and internal stakeholders• Demonstrated ability to build long term partnerships and influence and negotiate with stakeholders• Strong knowledge of commercial banking, particularly policy, process and product.Achievements:• Achieved a 9.2/10 broker satisfaction rating for 2021• Achieved a 9.2/10 broker satisfaction rating for 2020 • Achieved a 8.8/10 broker satisfaction rating for 2019• Nominated Asset Finance BDM of the year 2019

  • Referral Manager

    • 2009 - 2018

    • Responsible for relationship managing a broker portfolio generating new equipment finance business across the Commercial Division of ANZ.• Diversifying Residential Brokers into Asset Finance across QLD/NT & NSW settlement volumes increasing.• Generated $10m in settlements per month and achieved volume and revenue growth across portfolio.• Maintained a regular call program with major asset finance brokers and aggregators.• Identified new bank lending opportunities from the Asset Finance accredited panel and engaged frontline bank managers with referrals/leads.• Negotiated margin, commission and customer rate on all transactions.• Target and processed new commercial broker accreditations.• Engaged in panel management including broker volume hurdles, out of orders, business efficiencies and compliance.• Identified new Broker Accreditations.• Coached brokers on ANZ product offerings and credit requirements.• Workshopped deals from $10k up to several $million with credit - included new lending proposals and overturning declined deals.• Active stakeholder engagement with credit managers, settlements and support teamAchievements: Lender BDM of the Year/s 2015/2016/2017

• 

  ANZ

  • Brisbane City, Queensland, Australia

  • Held a variety of roles with in ANZ Banking & Esanda Finance

    • 1988 - 2000
    • Brisbane City, Queensland, Australia

    • Mobile Sign up Officer• Document Support Officer • Settlement Officer • Standard Lending Analyst • Broker Support Officer • Commercial Referral Assistant Manager