Experience

Aqua Financial Services Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Office and Compliance Manager

  • Mar 2020 - Present

  Responsibility for managing and distributing tasks to support staff for processing. Assisting with training and upskilling of support staff in relation to the accurate entering client information into CRM (Customer Relationship Management) program, production of Compliance Documentation, and submission of loan to lender.Assist with workshopping scenarios with brokers in relation to deal structure and servicing.Pro-actively manage and oversee files from approval through to settlement, including liaising with the broker, the client, the bank, and the client’s solicitor providing regular updates to all parties.Establishing and maintaining relationships with various banks, their BDMs (Business Development Managers), clients and solicitors.Make suggestion to improve processes and procedures. Show less

• Loan Processing Manager

  • Feb 2019 - Mar 2020

  Responsibility for accurately entering client information into CRM (Customer Relationship Management) program, production of Compliance Documentation, and submission of loan to lender. Pro-actively manage the file from approval through to settlement, including liaising with the broker, the client, the bank, and the client’s solicitor providing regular updates to all parties.Establishing and maintaining relationships with various banks, their BDMs (Business Development Managers), clients and solicitors. Make suggestion to improve processes and procedures. Show less



Between Jobs

• Financial Services
• 1 - 100 Employee

• Client Servies Manager

  • Dec 2018 - Feb 2019



AXTON Finance - Professional Mortgage Brokers

• Australia
• Financial Services
• 1 - 100 Employee

• Client Services Manager

  • Jul 2014 - Nov 2018

  Responsibility for accurately entering client information into CRM (Customer Relationship Management) program, production of Compliance Documentation, and submission of loan to lender. Pro-actively manage the file from approval through to settlement, including liaising with the broker, the client, the bank, and the client’s solicitor providing regular updates to all parties. Establishing and maintaining relationships with various banks, their BDMs (Business Development Managers), clients and solicitors. Make suggestion to improve processes and procedures. I received the 2018 Connective Loan Processor of the Year award for Victoria and Tasmania Show less



R & T Administration Services

• Eltham

• Small Business Owner

  • Sep 2013 - Jul 2014

  Responsibility for accurately entering client information into CRM (Customer Relationship Management) program, production of Compliance Documentation, and submission of loan to lender. Pro-actively manage the file from approval through to settlement, including liaising with the broker, the client, the bank, and the client’s solicitor providing regular updates to all parties. Establishing and maintaining relationships with various banks, Brokers, their BDMs (Business Development Managers), clients and solicitors. During this time I taught myself how to use various broker CRM systems including Mercury, Podium, Loan Kit, and Symmetry Show less



ANZ

• Australia
• Banking
• 700 & Above Employee

• Business Banking Manager

  • Jan 2007 - Aug 2013

  Responsibility for managing approximately 170 customer groups acting as their contact point with ANZ. These customers have borrowings of between $200,000 and $1,000,000. The ‘set’ has total FUM of $63M. Pro-actively marketing the Bank’s product suite to both existing and new customers to ensure a ‘Whole of Wallet solution was provided to customers. Establishing and maintaining relationships with internal Product Partners and Branches, as well as external rainmakers.

• Various Roles

  • Jan 1990 - Dec 2006

  Positions include: Small Business Credit Assessment, eCommerce, Team Leadership roles in ANZ's Small Business Operations Centre, Assistant Manager Roles in Business Lending Centres, Branch Back Office Processing as well as roles in Branches.