Experience

BOQ Specialist

• Australia
• Financial Services
• 100 - 200 Employee

• Finance Specialist

  • Feb 2012 - Present

  Working with healthcare practitioners to understand their needs and goals thereby helping them to create the financial framework to realise them. BOQ Specialist Bank has a unique range of banking products and services designed specifically to meet the needs of medical and dental professionals, including: • Equipment and fit-out finance • Practice purchase loans • Credit cards • Home loans (up to 100%) • Commercial and property finance (up to 100%) • Car finance • SMSF lending and deposits • Transactional banking and overdrafts • Savings and deposits • Foreign exchange



Medfin

• Australia
• Financial Services
• 100 - 200 Employee

• Project Manager

  • Apr 2010 - Dec 2011

  • Leadership and coordination of resources required to deliver outcomes for the Medfin Basel II/RWA project across the streams of pricing, credit policy, systems set up, collections and the Sales Incentive Plan. • The project was initiated by APRA to make Medfin Basel II advanced accredited. The project involved Medfin moving over to a NAB systems environment.• Led the development and design of the solution required across the streams of pricing, credit policy, systems set up, collections and the Sales Incentive Plan. • Managed the implementation of the solution to pilot stage; oversaw scope, resource, schedule and financials to ensure delivery of change within agreed time and budget constraints.• Developed and facilitated training programs for pilot participants across the streams of pricing and credit policy.• Assisted pilot participants with managing change.Achievements: •Developed Medfin’s pricing models for its relevant lending products with successful approval from the relevant stakeholders within NAB. The models developed were able to provide Medfin with maintaining end to end control of pricing across Asset Finance, Business Lending, and Residential Lending.• Developed pricing tools for Asset Finance and Business Lending Products to assist Relationship Managers with maintaining Medfin’s customer value proposition.• Developed business rules and received exemptions from NAB Credit Policy which provided Medfin with the environment to implement its credit risk appetite with healthcare practitioners. • Assisted with the development of a transition Sales Incentive Plan to reward Relationship Managers and Account Managers across products under a NAB systems environment.• Provided pilot participants with the required hardware and systems required to perform their roles under a NAB environment.• Assisted with the proposal of the strategy to outsource the management of arrears to NAB’s Small Business Collections team.

• State Manager

  • Dec 2007 - Mar 2010

  • Managed and led a sales team across offices in Parramatta, Newcastle and Canberra.• Provided the sales team the environment for them to implement the Medfin vision.• Coached and motivated the sales team to deliver strong client relationships and sales results.• Generated opportunities to develop new clients and leads.• Developed campaigns, events and promotions to increase leads and opportunities.• Initiated relationships with suppliers and other referral sources.• Identified, recruited, developed, and performance managed the team to ensure a successful state.

• Relationship Manager

  • Jul 1999 - Dec 2007

  • Generated leads and opportunities to develop new clients by utilising industry knowledge, networks and skills. • Worked with Medfin’s Marketing Department to develop and execute campaigns, events and promotions. • Participated in industry events to enhance Medfin’s reputation in the market and to generate opportunities. • Promoted word-of-mouth referrals within the industry.• Developed an intimate knowledge of each client in the portfolio, their needs, wants and lifecycle stages. This allowed me to assist clients with identifying their issues, goals, business needs and looking for new opportunities to add value to client relationships with Medfin. • Established Medfin in the clients mind as a specialist provider to their industry with specific industry knowledge, skill and expertise and an outstanding service ethic.• Ensured fulfillment of client expectations and managed within Medfin to ensure timely and appropriate completion of application, administration and resolution of client issues.• Shared knowledge and coached other team members of client relationship management techniques that enhanced Medfin’s proposition.Achievements: • Built a successful new portfolio of clients that was one of the top five portfolios nationally. • Received various national awards as most successful sales performer. • Built and managed the Newcastle and Parramatta office for Medfin while still holding a Relationship Manager position and meeting required KPI’s.• Achieved and succeeded sales targets across volume, margin and product mix year on year. • Developed and implemented successful marketing plans. • Conducted successful proactive calling programs to clients suppliers and third parties.• Year-on-year improvement in the quality/number of client relationships managed in the portfolio