Experience

Defence Bank

• Australia
• Banking
• 100 - 200 Employee

• Head of Lending Distribution

  • Oct 2022 - Present

  Strategic owner of lending growth.Lead efforts to prioritise key growth and efficiency initiatives and guide resources. Guide the team in building capability within the Mobile Lender network and supporting Regional Managers with growth targets.Driving growth through via all distribution channels.Developing lead management and reporting functions.Own the lending incentive scheme, referral programs, and distribution function with responsibilities for driving growth by defining and implementing new distribution channels.Design and execute continuous home loan improvement initiatives to improve efficiency, the loan lifecycle, and member journey.

• Head of Lending - Loans Origination System

  • Feb 2022 - Oct 2022

  Lead lending expert for developing new loans origination system for lending.Develop requirements and global variables to allow for system approvals and automated communications to members.Identify processes and procedures for enhancement and building this into the new origination system to create a more efficient and less manual end to end experience.Create and roll out training for new system and develop a new delegation approval process for lenders.Create testing program for home lending.Work closely to assist with development of API's over a range of integrations.

• Head of Sales and Service Victoria & Riverina

  • Jan 2021 - Feb 2022

  Managed home-lending production and supported nine branches and Branch Managers to drive member growth as per organisational goals.Increased home lending outcomes by 30% without additional FTE and developed and retained an effective sales force.Drove overall success across the region by consistently achieving KPIs and maximising market opportunities by collaborating with internal and external business partners to establish long- and short-term sales strategies.Reduced average training time for new starters from seven to three months (fully accredited with Tier 2 training and PL recommendation delegation).Conducted workshops on leadership and strategy (increasing both business and market acumen) and defined professional development plans to successfully identify areas of opportunity for staff and assist in growth.

• Partner Relationship Manager

  • Sep 2020 - Dec 2020

  Partner Relationship Manager and Head of Sales and Service Riverina

• Branch Manager

  • Jul 2017 - Sep 2020

  Identified opportunity for increased member acquisition for new recruits. Full strategy overhaul in member acquisition focus resulting in an increase from 17% to 55% of new recruits becoming members.Developed a strategy to provide a better onboarding experience for recruits resulting in increased member retention from 20% to 80%.Designed and delivered a handover program for ongoing branches to provide a great member experience.Grew home lending outcomes by 300% - leading efforts to prioritise key growth and efficiency initiatives and delivering around 60 presentations annually.



NAB

• Australia
• Banking
• 700 & Above Employee

• Home Lender

  • Aug 2011 - Jun 2017

  Primary focus of my role as a Home Lender was to support customers in achieving their goals of purchasing a home, building a home, purchasing an investment and ensure that they had the best possible product set up for their needs.As a senior home lender I also regularly coached my peers in identifying opportunities as well as acting as a primary person in developing people to move in a home lending role.I supported the Branch Manager in day to day activities of running a branch including authorisations, cash counts and peer feedback as well as stepping into this role when the Branch Manager was away.

• Financial Planner

  • Jan 2009 - Aug 2011

  As a qualified Financial Planner I travelled all over the Riverina supporting the branches in assisting customers with their longer term financial goals.