Experience

• 

  SKR Finance

  • Western Sydney

  • Mortgage Broker

    • Aug 2016 - Present
    • Western Sydney

    •Responsible for lending submissions, preparation and administration•Identify and pursue new business development growth opportunities•Conduct annual reviews, new lending interviews, valuation reviews, and identify cross sell opportunities for existing and new clients•Identify and pursue new client growth opportunities•Maintain compliance with numerous different lending organisations.

• 

  Link Finance Group

  • Bella Vista

  • Mortgage Broker

    • Oct 2014 - Aug 2016
    • Bella Vista

    Knowledge of over 27 different banks and their credit policiesProactive Management of all client applications, from initial enquiry through to settlement and post settlement activities.Regular communication, providing clients and key stakeholders ongoing updates and progress of all loan applications.Client database management and compliance.Actively canvas new and prospective mortgage clients on behalf of the firm.

• 

  Westpac

  • Penrith

  • Business Banking Manager

    • Jun 2009 - Oct 2014
    • Penrith

    •Delegated authority to approve lending submissions•Directly manage a portfolio of client accounts within a defined area, including but not limited to monitoring the arrears management, annual client reviews, property valuation and total financial care•Responsible for lending submissions, preparation and administration•Identify and pursue new portfolio growth opportunities•Assist in establishing regional lending targets•Maintain compliance with both established credit policies and prudent credit practices•Directly manage a portfolio of client accounts within a defined area•Conduct new lending interviews, valuation reviews, and cross sell opportunities for portfolio•Provide strong local knowledge •Identify and pursue new portfolio growth opportunities•Maintain compliance with both established credit policies and prudent credit practices.

• 

  National Australia Bank

  • Norwest Commercial Banking Centre

  • Business Banking Manager

    • Nov 1997 - Dec 2008
    • Norwest Commercial Banking Centre

    •Delegated authority to approve lending submissions•Directly manage a portfolio of client accounts within a defined area, including but not limited to monitoring the arrears management, annual client reviews, property valuation and total financial care•Responsible for lending submissions, preparation and administration•Identify and pursue new portfolio growth opportunities•Assist in establishing regional lending targets•Maintain compliance with both established credit policies and prudent credit practices•Directly manage a portfolio of client accounts within a defined area•Conduct annual reviews, new lending interviews, valuation reviews, and cross sell opportunities for portfolio•Responsibility for support staff•Identify and pursue new portfolio growth opportunities