Jackson Mccarthy Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

• Manage a team of lenders to ensure that all customer deliverables are completed to their objectives and satisfaction, to a high level of quality, and in accordance with the business standard operating procedures (SOPs), and financial regulatory requirements. • Participate in new and existing client/stakeholder meetings which contribute to the development of growth to the business.• Establish frameworks and process improvement activities for the lending team(s) to communicate effectively with clients to identify needs and evaluate alternative business solutions and strategies. • Collaborate with Human Resource department to identify and recruit high-caliber staff that fit with the strategic objectives of Money for Jam. Mentor and coach the next level of lending managers and participate in programs to develop and build financial leadership skills.• Developed the Money for Jam lead generation (customer) strategy which included, building internal and external referral networks, costing and acquiring lead sources and designing the overall business development strategy. • Prepare, analyse and present monthly financial reports (for the lending team) to the Board of Directors as representation for the Head of Finance, which included Profit and Loss, and forecasted revenue for upcoming months based on the pipeline of work. This required an exceptional attention to detail and professional presentation skills. • Manage team communication pathways to ensure the correct information is being delivered to the right customers, at the right time, utilising strong verbal and written communication skills to build a high-performing team.

Melbourne, Victoria, Australia

• Assisted the Leadership Team in developing and directing the long and short-term strategic and operations plan for Mazda Australia. • Developed and implemented financial and management reporting processes and procedures for all matters requiring review and approval by the leadership team. • Ensured that all financial/lending policies and procedures are up to date, accurate and always adhered to.• Responsible for maintaining lending oversight of every asset purchase at the South Melbourne site, as well as all lending reporting functions for Mitsubishi (sister site) as a dual responsibility. This included maintaining a finance component of 30% of all sales each month and monitoring this trending figure throughout the month to hit the target. • Managed all customer service aspects of the site, including opening and closing procedures, developing strong customer service communication skills for all finance and front-of-house staff, providing quotes on all insurance products, and other general product recommendations to ensure the best-fit for all Mazda customers.

Melbourne, Victoria, Australia

• Responsible for planning, managing and overseeing residential and commercial lending leads/customers in the business, providing exceptional service and high quality (informed) advice at all times. • Provided personal and general financial advice on twelve products, being responsible for maintaining clients high end investments and self-managed super funds.• Liaised with Australian governing regulation agencies to ensure all current regulatory requirements were being adhered to at all times across the team. • Managed all customer service aspects of the branch, including opening and closing procedures, developing strong customer service communication skills for all staff, and facilitating key training sessions. • Turned a negative budget around in a 9-month period to reflect a $10M positive return.

Melbourne, Victoria, Australia

• Supported the planning and writing of residential and commercial lending leads/customers in the business, providing exceptional service and high-quality (informed) advice at all times. • Responsible for providing personal and general financial advice on nine number of products over 2-year tenure. • Liaised with Australian governing regulation agencies to ensure all current regulatory requirements were being adhered to for each customer I was responsible for. • Supported the management of high-quality customer-service training, including opening and closing procedures, and general customer service techniques.