Applied a broad range of skills and abilities in the sales, marketing and administration of financial services. Assessing customer's borrowing capacity; assessing, comparing and recommending suitable loan products; guiding and offering strategies for customers to achieve goals. Communicated with stakeholders at all levels to monitor and drive loans to settlement. Experience with equipment and vehicle leasing and chattel mortgages.- Met with customers to obtain information for loan application. - Explained different types of loan and credit options available and the terms of those products.- Analysed applicant financial status (assets & liabilities) and loan servicing ability- Analysed business financial statements (P&L and balance sheets – partnership, company and trust structures)- Prepared and lodged electronic loan applications – monitored applications to settlement.- Analysed potential loan markets and developed referral networks to locate loan prospects- Developed permission marketing strategies to secure new business.- Marketing activities included business networking, article writing and promotional items and sales collateral.- Maintained effective communication and customer contact including SMS texts and e-newsletter.- Coached & mentored sales staff

If you're looking for a team of financial experts that you can count on to ensure your personal finances are looked after in a meticulous and professional manner, then my service is for you.I'm a banking specialist supporting personal & financial goals and wealth management at Westpac. The relationship I have with my customers is a partnership built on trust, understanding and professionalism. Improving your financial position is my highest priority.A conversation with me to see if your situation could be improved, could be worth more to you than you ever imagined. Aren't you worth the investment?

Supported small business owners (approx 120 clients) with bookkeeping and accounting issues specifically designed to assist with implementation of Goods and Services Tax. Installed and trained owners and staff in use of Accounting Software (MYOB). Contracted to several larger business to maintain their accounts departments.- Management Accounting (P&L and Balance Sheets)- Payables and Receivables (pursuing debtors and managing creditors)- Payroll, superannuation and related statutory obligations- Accounting related administration

Responsible for all aspects of financial management for not-for-profit organisation assisting long-term unemployed return to work-force. Developed and managed budgets totaling $9 million across multiple cost centres. - Developed and controlled annual budgets for 9 cost centres totaling $9million- Managed all aspects of payroll for 40 staff and approx 200 trainees- Maintained company asset register including procurement and maintenance of vehicle fleet and built renovation and maintenance- Responsible for direct supervision of 2 staff- Prepared and presented End of Month Reports- Reported to CEO, General Manager and Management Committee