Brannan S. Email & Phone Number

Melbourne, Victoria, Australia

Supporting the Directors of Relationships with: - Credit Analysis- Being a conduit between banker and operations- Client visits- Compliance and Annual Reviews- Business Development- Creating customer profiles in Judo systems- Additional tasks where required

Melbourne, Victoria, Australia

My role included the following tasks:Origination• Assisting in managing a portfolio of current client relationships,• Collecting required documentation from clients to confirm deal appetite, pricing and Loan to Value Ratio’s,• Preparing key documentation such as Indicative Funding Proposals and Letters of Offer,• Used Equifax to complete company searches, credit checks and search for land titles,• Communicating with valuers to receive quotes and timing,• Writing credit submissions to be considered & approved by credit,• Utilising a cash flow/construction model to determine loan metrics,• Utilised funding tables to determine loan metrics,• Utilised the Balmain Origination Settlement System in the loan origination process through to settlement.Credit• Reviewed credit submissions and completed credit/risk assessments,• Assisted in preparing Terms of Approval,• Undertook financial analysis (financial statements & project feasibilities) and credit worthiness for loan applications,• Utilised a construction model to generate reports,• Assisted in drafting Balmain Private (investor platform) Supplementary Product Disclosure Statements to allow informed investment decisions by retail & wholesale investors,• Reviewed valuation reports & quantity surveyor reports,• Instructed solicitors and communicated throughout the settlement process to ensure all condition’s precedent are met,• Communicated with AMAL Asset Management post settlement for loan servicing purposes,• Completed progress draws.

Mentone Aquatic, Mentone, Melbourne

Coach of the Junior, Technique and Fitness level squads at Mentone Aquatic. Assistant coach to the National, Development and State level squads at Bayside Swimming Club. Further working with the Mentone Grammar swimming team.

Melbourne, Victoria, Australia

During my time at FiftyFive5 I worked across several live projects. This included various research methodologies, with predominantly quantitative components. I completed numerous research outputs and dissected various sources of information to create meaningful insights.Throughout the internship, I completed tasks such as:- Charting and reporting,- Secondary desk research,- Data analysis,- Text analysis,- Note-taking,- Survey link testing,- Reviewing reports.

Melbourne, Victoria, Australia

Caulfield

Football coach for Year 7, 8 & 9/10 boys over multiple years, with tasks including:- Writing and coordinating training programs,- Creating teams, rotations and match strategy,- Presenting in front of large groups,- Coaching matches on weekends,- Demonstrating leadership through being a role model.

Program run through Mentone Grammar and Bayside Aquatics, with my role including working with students aged 10-12, with responsibilities being:- Speaking in front of large groups,- Running programs involving Nippers activities,- Teaching students key life skills including CPR, First Aid and Beach safety,- Mentoring students.

Melbourne, Australia

Teaching and being responsible for children aged 3-12, with the role including:- Running & Supervising classes,- Writing lesson plans,- Providing a fun and safe environment for children to swim,- Providing training for new teachers through shadow teaching.

St. Kilda, Victoria, Australia

Interning at Partners Wealth Group provided a valuable experience in gaining exposure to the financial planning industry. I assisted the team with compliance and project work, whilst being primarily responsible for performing the tasks that comprise the implementation and ongoing administration of clients’ financial strategies. Tasks Included:- Managing the implementation of new investments and insurance policies,- Maintaining accurate data and records,- Producing correspondence and reports,- Providing non-advice related customer service.

Sandringham, Victoria, Australia

Coaching high levels of learn to swim, Junior squad, Fitness squad, Bronze and Silver squad for students aged 10-18. Role including: - Creating swimming programs,- Mentoring other staff through shadow teaching & teacher development days,- Running dryland/swimming sessions,- Being a leader and role model.

Melbourne, Australia

Role included learning on the job which included: - Reviewing and understanding commercial loan applications,- Preparing Letters of Offer,- Preparing Indicative Funding Proposals,- Ordering credit reports,- Terms of Approval, Invoicing and Terms of Acceptance,- Property and market analysis,- Filing and general administration.

Glen Eira

Teaching and being responsible for children aged 3-16, as well as running adult classes with the role including:- Supervising and running classes,- Writing lesson plans,- Providing a fun and safe environment for children and adults to swim,- Providing training for new instructors through shadow teaching.

Melbourne, Australia

A Summer role built to help the implementation of a new membership portal/website for Cycling Australia. Tasks included:- Responding to telephone enquiries,- Replying to email enquiries,- Data entry and administration tasks,- Working with customers to find solutions to their problems.

Bachelor Of Business And Bachelor Of Banking & Finance, Business, Wam: 74.796 (Gpa 2.935)

Activities and Societies: - 2020 Monash Global Discovery Program Winner - 2021 Monash Peer Mentor - 2021 Business school Mentee - 2021.

Atar: 91.35

- Received a general excellence scholarship in 2012 - Leadership, Dedication and Service MG swimming award 2016 - Scores of 40+.