Took on a pivotal role in establishing the finance division of a new companyBuilt and maintained relationships with referrers across Australia and conduct high-level meetings with management and directors. I supervise a team of three support staff and present tailored finance options to clients and managed end-to-end processes for optimal outcomes. Proficient in CRM platforms like HubSpot, Salesforce, and Mercury, I stay current with finance marketing trends and business… Show more Took on a pivotal role in establishing the finance division of a new companyBuilt and maintained relationships with referrers across Australia and conduct high-level meetings with management and directors. I supervise a team of three support staff and present tailored finance options to clients and managed end-to-end processes for optimal outcomes. Proficient in CRM platforms like HubSpot, Salesforce, and Mercury, I stay current with finance marketing trends and business innovations, implementing effective organisational tactics and workflows for smooth operations. Show less

Facilitated over $120 million in settlements for Ventura Homes and BGC through both new residential construction lending and self-generated business, including refinances and personal leads in residential, commercial, and equipment finance. Managed client loans end-to-end, collaborated with sales teams to provide accurate borrowing capacities, and matched clients with suitable finance packages. By developing key external business relationships, I secured long-term working… Show more Facilitated over $120 million in settlements for Ventura Homes and BGC through both new residential construction lending and self-generated business, including refinances and personal leads in residential, commercial, and equipment finance. Managed client loans end-to-end, collaborated with sales teams to provide accurate borrowing capacities, and matched clients with suitable finance packages. By developing key external business relationships, I secured long-term working relationships with top sales representatives who now exclusively use my services. Implemented strategies for consistent lead generation and compliance, and mentored junior team members towards becoming finance brokers. Show less

I generated new business for Westminster across residential, commercial, and equipment finance sectors by assessing client financial situations and matching them with suitable financial solutions. I collaborated with C-level executives to provide accurate reports on lead status, pipelines, and financial metrics. Lead generation was facilitated through word of mouth, social media, and referrals. Previously, I was promoted from a Support Broker role where I assisted with data entry, loan… Show more I generated new business for Westminster across residential, commercial, and equipment finance sectors by assessing client financial situations and matching them with suitable financial solutions. I collaborated with C-level executives to provide accurate reports on lead status, pipelines, and financial metrics. Lead generation was facilitated through word of mouth, social media, and referrals. Previously, I was promoted from a Support Broker role where I assisted with data entry, loan processing, and administrative tasks, as well as ongoing client support post-settlement. Show less

I collaborated with Ezy Way Finance leaders who mentored me while I completed my obligations with the MFAA. I generated new business across residential, commercial, and equipment finance sectors. Regular client meetings were attended to enhance my skills as a broker, and I partnered on self-generated leads to ensure comprehensive client servicing.