Experience

Entourage

• Germany
• Business Consulting and Services
• 100 - 200 Employee

• Finance Broker

  • Jan 2021 - Present

  As an experienced member of the finance team, my specialisation is assisting commercial, development and business clients with complex financial transactions and lending. I am passionate about helping our clients grow their wealth through tailored finance solutions. Facilitating both Residential and Commercial solutions through our panel of over 40 banks and lenders Despite my strength in commercial and business lending, I am also well versed in residential lending - both complex and simple in nature.



ANZ Bank

• India
• Consumer Services

• Relationship Manager

  • Jun 2019 - Jan 2021

  - Client relationship manager for Small to Medium Sized Businesses located in Melbourne - Facilitating commercial lending transactions $1 - $10 million for both New to Bank and existing customers - Working with closely with Brokers and Accountants providing a suite of financial solutions. - Client relationship manager for Small to Medium Sized Businesses located in Melbourne - Facilitating commercial lending transactions $1 - $10 million for both New to Bank and existing customers - Working with closely with Brokers and Accountants providing a suite of financial solutions.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Premium Broker Business Banking Manager

  • Nov 2017 - Jan 2021

  - Client Relationship Manger working with Small to Medium sized commercial customers. Facilitating commercial and residential lending, transactional banking and working in product partners within ANZ. - Working exclusively with Premium brokers and emerging brokers to on board new clients to our segment. Promoting a growing ANZ's brand within the Broker network, helping upskill brokers around ANZ's policy's and product offering. - Client Relationship Manger working with Small to Medium sized commercial customers. Facilitating commercial and residential lending, transactional banking and working in product partners within ANZ. - Working exclusively with Premium brokers and emerging brokers to on board new clients to our segment. Promoting a growing ANZ's brand within the Broker network, helping upskill brokers around ANZ's policy's and product offering.



Loan Market

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Mortgage Broker

  • Oct 2015 - Oct 2017

  - Understanding each clients unique financial situation, their needs and goals - Researching and understanding each lenders current offers and polices, staying up to date with industry regulations and requirements - Ensuring clients understand the process and steps involved in obtaining home or investment loan, managing their expectations and staying in contact throughout the process - Presenting a solution to the client then preparing supporting documentation and completing a detailed submission to present to the lender. Ensuring compliance requirements unique to each lender are met - Managing the application from start to settlement, after settlement maintaining a relationship and assisting with any issues the client may have

• Business Banking Manager

  • Sep 2012 - Sep 2015

  - Assisting Small Business clients with commercial debt requirements up to $1 million dollars. Helping both New to ANZ and existing ANZ clients grow their businesses. - Funding property purchases, asset purchases, ongoing working capital requirements- Tailoring banking packages and products for a wide range of industries including franchises- Management of a portfolio of small business customers, being a main point of contact ensuring all their needs are met across all divisions of ANZ banking group- Managing both internal & external stakeholders and being an Ambassador for the ANZ brand

• Small Business Manager

  • Sep 2010 - Sep 2012

  - Assisting primary producers who are existing ANZ clients with commercial debt requirements up to $500,000 dollars based in regional Victoria & Tasmania- Funding property purchase, asset purchases, ongoing working capital requirements - Providing industry specific savings facilities - Remotely managing of a portfolio of small business customers, being a single point of contact ensuring all their needs are met across all divisions of ANZ banking group- Member of the Regional Council team making processes improvements and suggestions

• Assistant Manager

  • Sep 2009 - Sep 2010

  - Assisting Business Banking managers by being a first point of contact for high value business customers, ensuring their enquires are dealt with at first contact as much as possible- Completing administration tasks, freeing up time for the frontline- Recognising customer needs and suggesting solutions



ASB Bank

• New Zealand
• Banking
• 700 & Above Employee

• Business Consultant

  • Mar 2008 - Mar 2009

  - Assisting Business Account managers by being a first point of contact for high value business customers, ensuring their enquires are dealt with at first contact as much as possible - Completing administration tasks, freeing up time for the frontline - Recognising customer needs and suggesting solutions - Consultant on the ASB "Business advice line" - Assisting Business Account managers by being a first point of contact for high value business customers, ensuring their enquires are dealt with at first contact as much as possible - Completing administration tasks, freeing up time for the frontline - Recognising customer needs and suggesting solutions - Consultant on the ASB "Business advice line"