Experience

Equilibria Finance

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Mortgage & Financial Consultant

  • Jun 2022 - Present

  Australia A highly motivated Mortgage & Financial Consultant with over 16 years’ experience within the banking and financial services sector. I am contactable and my clients feel at ease working with me, especially as the home-buying process can be quite arduous and stressful. My experience allows me to navigate through the home loan process quite seamlessly getting the job done in a timely manner.



La Trobe Financial

• Australia
• Financial Services
• 300 - 400 Employee

• Manager | Direct To Client

  • Nov 2021 - May 2022

  Australia Created a new sales team looking after all direct client enquiries. Managed lending consultants and credit analysts taking the customer through the home loan process/journey. Key Responsibilities: • Design and implement policies and processes for the business • Constantly looking for streamlined processes, enabling the team to be more productive and provide quicker responses to our clients • Plan and deliver sales workshops for the team • Part of the wider leadership team and… Show more Created a new sales team looking after all direct client enquiries. Managed lending consultants and credit analysts taking the customer through the home loan process/journey. Key Responsibilities: • Design and implement policies and processes for the business • Constantly looking for streamlined processes, enabling the team to be more productive and provide quicker responses to our clients • Plan and deliver sales workshops for the team • Part of the wider leadership team and working through best practices for workload and people management • Monthly reporting on enquiry quality and conversions Achievements • Increased sales conversions from 2.5% to over 20% across the team Show less



YourMortgageBroker

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Mortgage & Financial Consultant/Team Leader

  • Feb 2020 - Nov 2021

  Sydney, New South Wales, Australia Set up a mortgage brokerage and managing a team of mortgage brokers and associates helping clients with their home loan requirements. Key Responsibilities • Responsible for the day to day activities and guidance of the team • Set clear team targets and be actively involved to help achieve them • Plan and deliver credit workshops for the team and other departments providing ongoing education • Hold individual performance reviews providing constructive feedback and recognising high… Show more Set up a mortgage brokerage and managing a team of mortgage brokers and associates helping clients with their home loan requirements. Key Responsibilities • Responsible for the day to day activities and guidance of the team • Set clear team targets and be actively involved to help achieve them • Plan and deliver credit workshops for the team and other departments providing ongoing education • Hold individual performance reviews providing constructive feedback and recognising high performance • Leading by example by personally settling $50M per annum Show less



Cooee

• Environmental Services

• Manager | Finance Team

  • Mar 2019 - Feb 2020

  Sydney, Australia Responsible for the day to day activities and guidance of the finance team, both onshore and offshore. • Set clear team targets and be actively involved to help achieve them • Help workshop client scenario's for the best outcome for the client and faster/higher approval rate • Plan and deliver credit workshops for the finance team providing ongoing education • Hold individual performance reviews providing constructive feedback and recognising high performance • Understand… Show more Responsible for the day to day activities and guidance of the finance team, both onshore and offshore. • Set clear team targets and be actively involved to help achieve them • Help workshop client scenario's for the best outcome for the client and faster/higher approval rate • Plan and deliver credit workshops for the finance team providing ongoing education • Hold individual performance reviews providing constructive feedback and recognising high performance • Understand training and coaching needs of team members • Be abreast and communicate industry and lender policy changes throughout the business • Work with leadership team to identify better processes, sales opportunities and compliance matters Show less



Tomorrow Finance

• Financial Services

• Manager | Direct to Client

  • Dec 2016 - Mar 2019

  Sydney, Australia Responsible to increase the lending knowledge and conversational skills within the business, namely the lending specialists in order to increase sales conversions. Key Responsibilities: • Plan and conduct weekly credit workshops to update on lender policy and regulatory changes • Conduct one to one meeting’s to check in, review calls, provide constructive feedback and reward success • Work collaboratively with Directors, National Sales Manager, Digital Marketing Manager… Show more Responsible to increase the lending knowledge and conversational skills within the business, namely the lending specialists in order to increase sales conversions. Key Responsibilities: • Plan and conduct weekly credit workshops to update on lender policy and regulatory changes • Conduct one to one meeting’s to check in, review calls, provide constructive feedback and reward success • Work collaboratively with Directors, National Sales Manager, Digital Marketing Manager and Partnership Managers • Produce and respond to leads for loans $1.5m+ and book appointments for the sales force with the emphasis on high quality leads • Monitor and implement regulatory changes within the business compliance guidelines Achievements: • Increased sales conversions of the team by creating a framework to help them track their own progress • Successfully wrote relevant content for the online and digital marketing team to generate quality lead-flow • Screened funders for our in-house white-label home loan product and launched to partnership managers, referral partners and client back book • Took lead on planning and presenting to referral partners and lenders Australia-wide on our proposal Show less



Credit Connection

• United States
• Financial Services

• Senior Mortgage & Financial Consultant

  • Aug 2016 - Nov 2016

  Sydney, Australia Worked closely with investors to arrange finance on their investment purchase, ultimately their retirement strategy. Key Responsibilities: • Check clients borrowing capacity and equity position to determine their current and future buying capacity • Work collaboratively with the investment strategist to develop an ongoing property strategy for future wealth creation • Fact find meetings with clients to run through their circumstances and future requirements … Show more Worked closely with investors to arrange finance on their investment purchase, ultimately their retirement strategy. Key Responsibilities: • Check clients borrowing capacity and equity position to determine their current and future buying capacity • Work collaboratively with the investment strategist to develop an ongoing property strategy for future wealth creation • Fact find meetings with clients to run through their circumstances and future requirements Achievements: • Facilitated investment property sales with arranging intricate financing Show less



QuickSelect Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Mortgage & Financial Consultant

  • Nov 2012 - Aug 2016

  Sydney, Australia Predominantly phone-based mortgage broker helping clients Australia-wide with their home loan requirements Key Responsibilities: • Identify and develop complex broking options for clients • Adhere to ASIC and company guidelines Achievements: • Consistently high sales performer with high regard to keeping clients best interest at the forefront • Trained and mentored new entrants to the business • First franchisee of the business opening my own office



ING Australia

• Australia
• Banking
• 700 & Above Employee

• Mortgage Management Funding Operations Officer

  • Aug 2012 - Nov 2012

  Sydney, Australia Key Responsibilities: • Accurate processing of variations and express increases to existing bank customers • General account maintenance and assistance with construction loan draw-downs in a timely manner Achievements • Identified training gaps with accredited mortgage managers



Mortgage Advice Bureau

• United Kingdom
• Financial Services
• 700 & Above Employee

• Mortgage and Protection Adviser

  • Mar 2010 - May 2012

  West Midlands, United Kingdom Give professional independent advice that is within the best interests of the client. Give options, explain and arrange suitable home loan and risk-based policies for clients. Key Responsibilities: • Understand the clients current circumstances and future requirements. • Build rapport with the clients and maintain close relations with existing and pipeline clients to maximise opportunity Achievements: • Consistently meeting and exceeding KPI’s – Top adviser of a… Show more Give professional independent advice that is within the best interests of the client. Give options, explain and arrange suitable home loan and risk-based policies for clients. Key Responsibilities: • Understand the clients current circumstances and future requirements. • Build rapport with the clients and maintain close relations with existing and pipeline clients to maximise opportunity Achievements: • Consistently meeting and exceeding KPI’s – Top adviser of a team of 14 for the first two months and maintained position towards the top of the table thereafter Show less



Your Move

• Truck Transportation
• 1 - 100 Employee

• Financial Consultant

  • May 2009 - Mar 2010

  West Midlands, United Kingdom Key Responsibilities: • Financial adviser to several real estate agencies • Help sales managers facilitate home sales Achievements: • Facilitated some major sales in several of the high performing branches



Honister Partners

• Para-Planner and Mortgage and Protection Adviser

  • Dec 2006 - Apr 2009

  Birmingham, United Kingdom Key Responsibilities: • Research and identify suitable financial products for clients based on the requirements • Prepare, lodge and manage applications through to settlement Achievements: • Grasped a good understanding of the financial services industry. Joined the business as a parra-planner and soon obtained qualifications to start servicing own clients in the home loan and risk-based policies space.