Gary O'Dowd Email & Phone Number

Meblourne

Assisting to co-ordinate, oversee and action the compliance-related needs of Authorised Credit Representatives and Credit Licensees of the Fintelligence aggregation business with the goal of ensuring industry best-practice compliance standards within the Fintelligence aggregation network. This is actioned through maintaining an expert, but practical.

Scoresby, Victoria, Australia

Narre Warren, Victoria, Australia

Narre Warren, Victoria

• Implemented a new annual business reporting process to streamline the completion of auditing requirements and the capturing of required annual information such as police checks and industry association renewals as.
• Produced an auditing process for loan applications to ensure compliance regulations have been met and educated and managed brokers and administration staff in meeting the guidelines resulting in time and cost savings.
• Responsibility for management of lending compliance risks by providing training and support to all staff to ensure compliance requirements were met, with the aim to meet 100% compliance during licensee and internal.
• Compilation and checking of monthly commissions report’s and processing of the commission payments for loan writers and the administration team, responsibility for coding and payment of invoices and checking of monthly.
• Co-ordinated the annual Credit Representative reviews as set out by the credit licensee (BLSSA)
• Administered the collation and presentation of weekly and monthly reporting of application lodgements and settlements

Narre Warren Victoria

• Responsible for the acceptance of client’s finance applications from Brokers, (Loan Writers), and the lodgement of these application to banks and finance institutions to achieve approvals on behalf of the loan writers.
• Completion of pre-application paperwork, ensuring the applications were accurate, conformed to compliance regulations and contained all documents required to gain approval by the banks and finance companies
• In depth knowledge of bank and financial companies’ programs and processes for the electronic submission of loan applications
• Knowledge of the policies and conditions of the loan products offered by banks and finance companies and the regulations governing First Home Buyers and State Revenue Office fees and charges
• Liaison with conveyancers, solicitors and banks to arrange property and loan settlements for our clients and confirmation of the correct fees and funds available for the settlements whilst ensuring the correct.

Melbourne & Narre Warren

• The comprehensive servicing of the photographic needs of a clientele ranging from professional photographers to the basic consumer with sales and advice regarding a variety of goods and meeting pre-determined sales.
• Liaison with suppliers and their representatives to ensure knowledge of new products and promotions
• Ensured the store maintained an adequate supply of stock, managed suppliers’ accounts, processed customer’s special orders, presentation and preparation of store displays and general administration of the day to day.

Melbourne, Australia

• Development, preparation, structuring and presentation of classroom and one - on - one training courses for staff in the Business, Branches and Consumer Securities area of the Vic./ Tas./ S.A. & N.T. Loan Centre
• Assisted in the servicing of the specialist banking needs of the bank's "high net worth customers" who dealt exclusively with Westpac Private Bank
• Identified, investigated and monitored suspected fraudulent accounts and the accounts of customer’s declared as bankrupt
• Supervised Securities Officers, checked the correctness of their outgoing documentation, and signed certificates to allow drawdown of lending facilities
• Execution of bank documentation as attorney for Westpac Banking Corporation.
• Performed the role of Relieving Accountant of Bourke Street, Melbourne branch, supervising branch staff, customer servicing, back office activities and overall running of the branch

Certificate Iv In Accounting & Bookkeeping, Finance, Accounting & Business Studies

Course Units Completed: Design and produce spreadsheets Prepare financial reports Develop and use complex spreadsheets Introduce cloud.

Certificate 4 In Finance - Mortgage And Finance Broking, Finance

Train The Trainer, Learning & Development

Diploma Of Freelance Photography