Experience

BOQ Business

• Australia
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • Aug 2021 - Present



Suncorp Group

• Australia
• Financial Services
• 700 & Above Employee

• Business Banking Relationship Manager

  • Apr 2019 - Aug 2021

  The main objectives of my role is to manage, maintain and grow a Business Banking portfolio consisting of a wide variety of SME clients with funding limits between $1M and $25M. Products and services I am qualified to facilitate are as follows:- Business Term Loans- Business Overdrafts / Working Capital Facilities- Equipment Finance- Residential Mortgages- Retail Banking Services (Term Deposits, merchant facilities etc.) The main objectives of my role is to manage, maintain and grow a Business Banking portfolio consisting of a wide variety of SME clients with funding limits between $1M and $25M. Products and services I am qualified to facilitate are as follows:- Business Term Loans- Business Overdrafts / Working Capital Facilities- Equipment Finance- Residential Mortgages- Retail Banking Services (Term Deposits, merchant facilities etc.)



National Australia Bank

• United Kingdom
• Banking
• 1 - 100 Employee

• Senior Business Banking Manager

  • Nov 2018 - Apr 2019

  The main objectives of my role was to manage, maintain and grow a Business Banking portfolio consisting of SME clients with exposures between $1M and $30M. The portfolio I was responsible for was diverse in terms of the type of clients under management, and financial services provided.Products and services facilitated during this period as as follows:- Business Term Loans- Business Overdrafts- Equipment Finance- Trade and Working Capital Finance Facilities - Residential Mortgages- Retail services (Term Deposits, merchant facilities etc.)



Orium Finance

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Finance Adviser

  • Jan 2016 - Nov 2018

  - Experienced Finance Specialist with a long track record of assisting Borrowers with their Commercial, Residential and Business Lending requirements.- Experienced across all asset classes and funding scenarios.- Access to a broad range of funders.- Prior to moving into Mortgage Broking, I was employed in the Business Banking space for 12+ years, most recently holding the position of Senior Business Banking Manager with the NAB. Specialities:- Commercial and Residential Finance. - Business Loans in the SME market.Web: www.orium.com.auMb: 0431 116 016Wk: 02 8238 0800

• Senior Business Banking Manager

  • Dec 2014 - Dec 2015

  During the period between December 2014 and December 2015, I held the position of Senior Business Banking Manager within NAB Business.The main objectives of my role was to manage, maintain and grow a Business Banking portfolio consisting of SME clients with exposures between $2M and $50M. The portfolio I was responsible for was diverse in terms of the type of clients under management, and financial services provided.Products and services facilitated during this period as as follows:- Business Term Loans- Business Overdrafts- Equipment Finance- International Trade Facilities (LC / FEC’s/ FX limits)- Residential Mortgages- Retail services (Term Deposits, merchant facilities etc.)



Suncorp

• Banking
• 1 - 100 Employee

• Business Banking Manager

  • Sep 2008 - Dec 2014

  During the period between September 2008 and December 2014, I held the position of Business Banking Manger within the Sydney CBD and South team. The main objectives of my role was to manage, maintain and grow a Business Banking portfolio, consisting of SME clients with exposures between $1M and $40M. The portfolio consisted of clients spread across a variety of industries from Panel Beaters, to professional Property Investors and everything in between. Products and services facilitated during this period as as follows:- Business Term Loans- Business Overdrafts- Equipment Finance- International Trade Facilities (LC / FEC’s/ FX limits)- Residential Mortgages- Retail services (Term Deposits, merchant facilities etc.)

• Assistant Business Banking Manager

  • Nov 2004 - Sep 2008

  During the period of November 2004 amd September 2008, I was emplyed as a Assistant Business Banking Manager. The key objective of the role was to assist and support the Business Banking Manager grow, manage and maintain a Tier 1/2 SME client portfolio (exposures between $1M and $40M). Activities undertaken included:- Participating in the client interview process- Regular client visits- Annual review of existing facilities- Managing day to day business banking transaction requirements- Preparation of Credit applications



Medfin

• Australia
• Financial Services
• 100 - 200 Employee

• Sales Support Officer

  • 2001 - 2004

  During my time with Medfin, my role required me to provide sales support to a team of three Relationship Managers. The core responsibility within my role was to collate and process the financial information required to submit a loan application for approval. This involved the breakdown and analysis of detailed financial statements such as: tax returns, profit & loss statements, balance sheets, BAS statements. During my time with Medfin, my role required me to provide sales support to a team of three Relationship Managers. The core responsibility within my role was to collate and process the financial information required to submit a loan application for approval. This involved the breakdown and analysis of detailed financial statements such as: tax returns, profit & loss statements, balance sheets, BAS statements.