Lead and direct strategic initiatives to drive the commercial success of CP Capital's lending services, managing a team of three direct reports dedicated to servicing and expanding a portfolio of 500 clients.Achievements:➡️ Introduced mortgage broking services into the firm, creating a $60M revenue one-stop-shop model.➡️ Boosted sales by securing trial commissions across Taxation, Lending, and Property Management.Core Responsibilities:► Promote lending solutions for SMEs in key sectors and residential mortgages for families.► Develop and implement targeted strategies for residential and commercial investors.► Facilitate commercial and consumer deals ranging from $2.5 million to $15 million.► Manage sales pipeline via Zoho CRM, tracking interactions, deals, approvals, and client data.► Qualify deals using Infynity tools to analyse transactions and present client proposals.► Deliver loan solutions to SMEs and private investors focused on growth, cash flow, and tax benefits.► Provide tailored lending proposals and insights on RBA and rental trends in client meetings.► Build partnerships with Tax, Legal, IT, and service firms to streamline collaboration.► Onboard clients using tools like Infynity and ApplyOnline for secure, comparative finance options.► Train staff on AML, Privacy Act, and FBAA Codes for compliance and industry consistency.

Reported to the National Manager, driving sales and promotion of business and commercial finance solutions by identifying new business opportunities and cultivating strong relationships with clients and partners.Core Responsibilities:► Sold business finance products, including asset and invoice finance, to brokers, advisors, and dealers.► Qualified commercial deals ($150k–$5M) via financial analysis and tailored client proposals.► Managed deal lifecycles, resolving issues to ensure smooth settlement and client-focused outcomes.► Developed territory plans, marketing initiatives, and client meetings to boost referrals and sales.► Used Salesforce to track trends, plan calls, and meet state targets and budget goals.► Presented market updates and strategies to senior leaders, enhancing client experiences.► Built relationships via meetings, events, and networking, fostering long-term partnerships.

Responsible for driving growth by identifying new business opportunities, building and nurturing relationships with brokers and clients, and promoting Pepper’s suite of lending solutions, including personal, asset, and commercial finance.Achievements and Outcomes:➡️ Exceeded sales target, achieving $60M (34% over $45M goal) and reaching the stretch goal.➡️ Cut client onboarding time from five weeks to two days by launching an online accreditation platform.➡️ Secured a 98% deal conversion rate by aligning transactions with optimal client positioning and pricing.➡️ Revitalized inactive accounts, boosting deal volume from 2 to 21 per month through strategic efforts.Core Responsibilities:► Managed lending transactions ($5k–$500k), including Tesla/Suzuki onboarding and portfolio transition.► Oversaw Business Buyers, Consumer Buyers, and SMSF Trust deals, from assessment to settlement.► Partnered with brokers, advisors, and dealers to promote Pepper's asset finance and mortgage solutions.

► Held a Delegated Lending Authority (DLA) for assessing Consumer and Commercial applications. ► Conducted financial assessments to evaluate stability and structural integrity of applications. ► Ensured smooth transactional approvals through thorough financial analysis and decision-making.

► Provided support to Development Managers in daily operations. ► Oversaw documentation processes for Consumer and Commercial applications. ► Managed settlement procedures to ensure efficient transaction processing. ► Facilitated securitisation of Consumer and Commercial applications.

► Reported to the Team Manager and provided quality assurance and compliance services.► Ensured accurate processing of business and commercial finance documentation.► Facilitated knowledge transfer to outsourced business partners to enhance operational understanding.► Trained, coached, and mentored offshore teams to improve documentation quality.► Accumulated and shared legislative compliance knowledge, particularly on PPSR.► Built positive relationships with development managers, private bankers, and brokers.► Ensured accurate and timely delivery of client and business requests.

► Oversaw client onboarding and provided ongoing service to existing clients. ► Forecasted future transactions in the sales pipeline. ► Managed the deal lifecycle from approval to documentation, settlement, and transaction completion. ► Generated quotes and negotiated sales with brokerage firms. ► Conducted sales, budget, and delinquency reporting and analysis.

► Reported to the Team Manager, providing compliance and administration support.► Ensured accurate processing of commercial finance documentation and disbursement of funds.► Processed commercial finance deals across multiple product types with precision.► Mentored and coached staff on the Personal Property and Securities Act and compliance requirements.► Managed and executed the Insurance Premium Funding campaign, completing over 40 deals daily.► Financed approx. 550 QLD and 100 TAS law society members for public liability insurance premiums.

► Provided information to Investors, Stock Brokers, Para Planners, and Financial Planners. ► Offered detailed insights on companies listed on the Australian Stock Exchange (ASX). ► Represented major clients, including Telstra, Suncorp Group, CBA, St George Bank, and Westpac.

► Joined the industry recognised Westfield Graduate Program. ► Assisted with processing, collation, and completion of daily bank reconciliations. ► Created, designed, and developed a new staff training manual for Westfield Gift Card employees. ► Played a key role in Westfield's Facebook campaign, "All I want for Christmas is a Westfield Gift Card."