Jef Miles

Jef Miles Email and Phone Number

Managing Director @ Step Up Loans
Cordeaux Heights, NSW, AU
Jef Miles's Location
Greater Sydney Area, Australia
Jef Miles's Contact Details

Jef Miles work email

Jef Miles personal email

About Jef Miles

I have completed a Bachelor of Business and Commerce with an emphasis on Human Resources and Organisational Development. Throughout the course of my career I have worked in various teams, providing support and advice for internal and external clients.My career objective is to continue to grow my knowledge and expertise within the financial services industry as a project manager/non-technical business, risk or compliance analyst. Through my extensive experience in sales, business management and risk compliance roles I will add value to any organisation with this unique cross-section of skills in stakeholder management and project delivery.It is my passion to deliver tailored solutions that meet the clients/business requirements now and into the future. For me building long term connections and relationships is the key to success and this is what I will strive to do .Specialties: Process Mapping, Requirements Gathering

Jef Miles's Current Company Details
Step Up Loans

Step Up Loans

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Managing Director
Cordeaux Heights, NSW, AU
Jef Miles Work Experience Details
  • Step Up Loans
    Managing Director
    Step Up Loans
    Cordeaux Heights, Nsw, Au
  • Aus Property Investors
    Co-Founder
    Aus Property Investors May 2020 - Present
    Australia
    Aus Property Investors is one of Australia's largest property investors communities with 70,000+ members!Join the community here: https://www.facebook.com/groups/AuspropertyinvestorsgroupWe have people from all walks of property life and each week on Wednesday at 7:30 pm NSW time for a Facebook Live Session to discuss all things property. 📝Some of these people are Multi millionaires with massive $20M+ portfolios 💰 , others are more lifestyle-focused 🏖 , they retired to a vineyard 🍷 and others travel the world with their positive cashflow 🌎 . Then we have the everyday investor and first time investors who are growing and learning too 👩‍🎓 👨‍🎓 .They all poke their heads in every now and then to help answer questions. The goal is to steer unwitting people away from dodgy investments 😩 and help clarify where good property opportunities come from so you can make informed property investing decisions💰
  • Property Principles
    Director Of Operations
    Property Principles Jan 2023 - Jan 2024
    Sydney, New South Wales, Australia
    Property Principles is a preeminent buyers agent that specialises in residential and commercial property investing. We aim to inspire people to take their financial futures into their own hands by providing data-led property investing services that allow them to grow a scalable and successful property portfolio. Our services are designed to remove the hassle from the property investment process so you can achieve positive cash flow and capital growth across your portfolio. We work with you through the whole process, from sourcing the ideal property, negotiation and completing the deal. That way you end up with a sustainable successful property portfolio.
  • Mlc Australia
    Financial Planning Remediation Consultant
    Mlc Australia Nov 2018 - Feb 2023
    North Sydney
    * Champion operational improvements and risk management excellence within the team i.e. Customer Decision Panel trackers, review process instructions* Perform Peer Review [1st line] review after associates have assessed the file* Perform Quality Assurance Review [2nd line] review after associates have Peer Reviewed the file* Assess financial advice provided to clients to determine appropriateness* Manage own workflow of Peer Reviews that associates have performed case assessment on* Assist team members interpret assessment guidelines and achieve team targets* Contact customers to understand their circumstances and confirm financial advice provided was appropriate* Complete Approval of Remediation Assessments to ensure consistency and correct outcomes* Perform Triage activities to improve operational efficiency
  • National Australia Bank
    Financial Planning Remediation Associate
    National Australia Bank Feb 2019 - Nov 2019
    North Sydney, Australia
    * Champion operational improvements and risk management excellence within the team* Assess financial advice provided to clients to determine appropriateness* Manage own workflow of case assessments* Assist team members interpret assessment guidelines and achieve team targets* Contact customers to understand their circumstances and confirm financial advice provided was appropriate
  • National Australia Bank
    Process/Risk Analyst
    National Australia Bank Dec 2018 - Feb 2019
    North Sydney, Australia
    • Day-to-day maintenance of Customer Response Initiative (CRI) processes and artefacts which includes the creation of tools, templates and work instructions, maintaining a regular audit system for CRI artefacts and ensuring CRI artefacts are in line with the NAB CRI Master Controls document • Managing the rollout of changed/new processes and determine steps and actions, responsibilities and timeframes required to update impacted parties, which is achieved through: Conducting process mapping workshops, documenting process maps and agreed decisions in line with agreed formats • Presenting new/changed processes to the relevant CRI teams and other impacted stakeholders and coordinating feedback and sign off on changed/ new processes• Building tools and templates to support implementation of changed/new processes• Building work instructions and training material to support the changed/new processes • Building and managing the Resource Library to house all resources that will aid the Customer Advice Review team in assessing advice.
  • Home Loan Experts
    Senior Mortgage Broker
    Home Loan Experts Nov 2017 - Nov 2018
    Sydney, Australia
    Home Loan Experts (HLE) are a mortgage brokerage with the mission to operate ethically and for the benefit of society. With over $2 Billion in settled loans a team of ex-credit officers, property addicts and finance gurus are punching above their weight in the broking industry. For us it's not about selling home loans; it's about helping people achieve their dreams.It is my role with Home Loan Experts as a broker to perform the following:* Understand client's Requirements and Objectives* Collect and document their needs to suggest appropriate lending options* Learn and interpret lending policy of over 40 lenders to provide a comprehensive finance offering to clients* Liaise with Business Development Managers, Credit Analysts and Relationship Managers to build effective and strategic relationships
  • Home Loan Experts
    Assistant Broker
    Home Loan Experts Sep 2017 - Nov 2017
    Sydney, Australia
    Home Loan Experts (HLE) are a mortgage brokerage with the mission to operate ethically and for the benefit of society. With over $2 Billion in settled loans a team of ex-credit officers, property addicts and finance gurus are punching above their weight in the broking industry. For us it's not about selling home loans; it's about helping people achieve their dreams.Key Responsibilities* Analyse credit positions of applicants to then enable brokers to recommend appropriate home loan products* Follow up clients for documentation required to complete credit assessments* Prepare preliminary assessments for brokers to present to clients
  • N/A - Travelling Africa
    Independent Traveller
    N/A - Travelling Africa Feb 2017 - Aug 2017
    Africa
    In mid March, will be taking off for 5 months exploring Africa, which will include 12 countries volunteering, climbing and trekking
  • Macquarie Group
    Segregation Of Duties Analyst
    Macquarie Group Jan 2014 - Feb 2017
    Sydney, Australia
    Key Responsibilities:· Critical analysis of user access violations;· Be the point of escalation within the team for escalation to Senior Managers;· Generating status/progress reports for management;· Participating in business system and control mapping events; and· Updating and formulating processes and procedures. This role is newly created and plays an integral role in influencing an innovative risk mitigation process. Working as part of our Segregation of Duties team, it is my primary responsibility to act as a central control point in determining and escalating toxic combinations of system access between front and back office users.
  • My Career Crusader
    Cco (Chief Crusader Officer) And Founder
    My Career Crusader Mar 2014 - Apr 2015
    Worldwide
    Delivering content for university students and graduates to assist them with strategically planning their careers. This aims to provide actionable, relevant and specific information to plan, develop and become a crusader of your career.Services we will be offering you:* Mentoring (planning and action accountability)* Career resources (evolving)* Online career community/mastermind group (in development)* Speaking engagements* E-Books (in development)* Regular blog contentCheck out www.mycareercrusader.com for more or send me a message. Would be great to hear from you on how we can better serve graduate professional millenials kickstart your career.
  • Bt Financial Group
    Financial Consultant - Scalable Advice (Superannuation And Managed Funds)
    Bt Financial Group Jan 2013 - Dec 2013
    Sydney, Australia
    The role performed as an financial consultant include:• Consolidate superannuation for existing customers• Achieve targets in relation to referrals and retention strategies• Meeting Sales Key Performance Indicators through selling, upselling & cross selling• Follow up customers for consolidation or sales• Consistently provide customers with exceptional service when responding to their calls and written queries as per quality and statistics benchmarks• Add value to every contact by promoting opportunities that meet customer needs• Capture customer feedback including complaints in the appropriate systems• Chair and participate in weekly team meetings• Develop relationships with other relevant business lines
  • Australian Taxation Office
    Business Management (Graduate Program)
    Australian Taxation Office Feb 2012 - Jan 2013
    Key Responsibilities/Achievements• Collecting and Analysing Data for Improvement of Average Handling Time (AHT), an internal Business Process• Organised Training Packages for Labour Hire & Casuals Recruited for 2012 peak periods• Delivered Reports to Site Leadership Group on observations as to where improvements could be achieved• Collaborated with Balanced Scorecard (BSC) Buddy group, in measuring performance with the Customer Service & Solutions area• Participated in General administrative and ad-hoc tasks as necessary
  • Western Sydney University
    Student Enquiries And Information Service Officer
    Western Sydney University Jan 2010 - Dec 2011
    Key Responsibilities/Achievements• Answering student telephone enquiries• Issuing Identification Cards to new and existing students, along with travel concession allocation• Trouble-shooting student enrolment enquiries through phone and face to face mediums• Promoting the University and services available to perspective and current students• Scanning forms to relevant departments within the organisation
  • Western Sydney University
    Student
    Western Sydney University Feb 2009 - Nov 2011
    Studying a Bachelor of Business and Commerce (Advanced Business Leadership) with a key program in Human Resources and Organisational Development, sub-major in Accounting. Have been on exchange for a semester to Canada whilst undertaking study at this institution and have an above distinction average grade point average (GPA). Further have been on the College of Law and Business Deans Merit List for 2009 and 2010 and currently hold an academic excellence scholarship. I am actively involved as a member of my degrees student engagement committee (SEC) which is aiming to promote the interests of students within Advanced Business Leadership course by creating networking events and extra-curricular activities.
  • Target Australia
    Sales Assistant
    Target Australia Jun 2005 - Aug 2010
    Key Responsibilities/Achievements• Controlling inventory levels • Providing customer service• Maintaining overall presentation of the store• Assisting training/induction of new employees through informal instruction• Answering customer enquiries/complaints over the phone
  • Penrith City Council
    Business Administration Trainee (Financial Services)
    Penrith City Council Feb 2008 - Feb 2009
    Key Responsibilities/Achievements• Reconciled Child Care Accounts for the organisation• Managed Petty Cash Float• Completed Banking on a daily basis • Organised cheques for the Refundable Deposits Account• Assisted in the distribution of Pool Cars• Provided customer service for Internal and External Clients• Involved with the assessment and recruitment/selection of 2009 Penrith City Council Trainee Program• Co-ordinated the 2008 Local Government Management Association (LGMA) Management Challenge. Penrith Council hosted the challenge and within a team environment the role was designed to assist co-ordinate the event, ensuring it operated smoothly and successfully

Jef Miles Skills

Customer Service Accounting Promotions Administration Employee Relations Teamwork Time Management Public Speaking Negotiation Marketing Leadership Human Resources Data Analysis Change Management Management System Administration Team Building Business Analysis Finance Social Media Integration Social Networking Networking Cricket Financial Services Risk Management Social Media

Jef Miles Education Details

Frequently Asked Questions about Jef Miles

What company does Jef Miles work for?

Jef Miles works for Step Up Loans

What is Jef Miles's role at the current company?

Jef Miles's current role is Managing Director.

What is Jef Miles's email address?

Jef Miles's email address is je****@****ail.com

What schools did Jef Miles attend?

Jef Miles attended National Finance Institute, International Institute Of Business And Technology Australia, Western Sydney University, Saint Mary's University, St Marys Senior.

What are some of Jef Miles's interests?

Jef Miles has interest in Social Services, Economic Empowerment, Travelling, Environment, Education, Poverty Alleviation, Science And Technology, Music, Bushwalking, Disaster And Humanitarian Relief.

What skills is Jef Miles known for?

Jef Miles has skills like Customer Service, Accounting, Promotions, Administration, Employee Relations, Teamwork, Time Management, Public Speaking, Negotiation, Marketing, Leadership, Human Resources.

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