Experience

Loan Market

• Australia
• Financial Services
• 300 - 400 Employee

• Finance Broker

  • Dec 2021 - Present



Pivotal Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Finance Specialist

  • Oct 2019 - Feb 2022



Client First Group

• Financial Services

• Financial Advisor & Mortgage Broker

  • Nov 2016 - Oct 2019



PWF

• Australia
• Financial Services
• 1 - 100 Employee

• Mortgage Broker

  • Sep 2015 - Oct 2016



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Commercial Relationship Manager

  • Feb 2011 - Jul 2013

  Responsibilities include: • Determine financial solutions for customers based on their various needs • Grow and maintenance of portfolio numbering a base of 38 client connections o Portfolio ranged from SME’s with turnover from $10m to $80m p.a. o Industries included; • Property development and construction • Pharmacy • Manufacturing • Importers and wholesale distributors • Professional Services • Grow revenue organically as well as through selective targeting of new to bank clients • Maximise customer experience by focusing on key drivers that underpin customer satisfaction • Proactively engage customers at every opportunity to identify both their immediate and longer term needs and discuss possible options and solutions • Maximise CBA’s reputation for corporate responsibility by ensuring all dealings are ethical and compliant • Support CBA’s marketing campaigns providing information and assistance to business customers, responding accurately to customer inquiries Achievements • Leveraged off relationships to drive new opportunities and revenue growth o Acquisition of new accounts equated to 20% revenue growth of portfolio o Achieved and exceeded set KPI growth targets through developing strategic marketing programs as well as through existing networks • Development of a formal client review process that lead to excellent Credit Quality Control standards as well as been replicated through other portfolio’s and led to a greater number of opportunities generated. • Made a significant contribution toward the improvement of internal processes that led to increases in productivity and customer satisfaction within portfolio that was also replicated through other portfolio’s.



NAB

• Australia
• Banking
• 700 & Above Employee

• Business Banking Manager

  • Jul 2010 - Jan 2011

  Provision of funding and financial advice within the SME segment. Generating revenue through the bank by identifying and retaining sustainable business with potential for growth. Generating new business by leveraging off existing relationships with clientele and external sources. Provision of funding and financial advice within the SME segment. Generating revenue through the bank by identifying and retaining sustainable business with potential for growth. Generating new business by leveraging off existing relationships with clientele and external sources.



Westpac

• Australia
• Banking
• 700 & Above Employee

• Commercial Relationship Manager

  • Mar 2004 - Jun 2010

  Determine financial solutions for customers based on their various needs Improve the customer experience by focusing on key drivers that underpin customer satisfaction Support Westpac marketing campaigns providing information and assistance to business customers, responding accurately to customer inquiries Proactively engage customers at every opportunity to identify both their immediate and longer term needs and discuss possible options and solutions Maximise Westpac's reputation for corporate responsibility by ensuring all dealings are ethical and compliant Achievements 6 new acquisitions to Westpac highest by any manager in WA 115% against Revenue plan for the years 2007 and 2008 Average transaction range between $1m - $4m .



Making Markets

• Marketing Manager

  • Jan 2000 - Mar 2003



Kaiser Engineers

• Marketing Coordinator

  • Jan 1998 - Dec 1999