John M. Email & Phone Number

Melbourne, Australia

Finance Broker | Empowering Clients Through Expertise & $100M+ Settled.Highly accomplished Finance Broker with 23+ years of combined experience in banking and broking, exceeding $100 million in settled transactions. I leverage my extensive financial background to empower clients and deliver exceptional results. Skilled in empowering clients with financial solutions and achieving a remarkable 97% conversion rate from client lending opportunities. Adept at:Client-Centric Approach: Building trust and providing guidance to ensure clients achieve their financial goals.Strategic Execution: Leading credit licensee operations, managing teams, and exceeding KPIs.Financial Expertise: Conducting financial analysis, building custom excel models, and composing credit proposals.Credit Risk Management: Applying best practices in AML/CTF, NCCP, and credit risk assessment.Team Leadership: Educating, training, and mentoring staff for growth and success.Additional Expertise:Direct oversight of ASIC-approved credit licenseeCross-selling referral party development for holistic client solutionsIndustry specializations (e.g., commercial development)Cash flow forecasting, credit valuation models, and project/loan feasibility assessmentsFinancial ratio analysis and stress testing for complex borrowing situations

Australia

High-Impact Business Development Professional | Driving Growth & Client SolutionsPassionate Business Development professional with a proven track record of exceeding sales goals and fostering strong client relationships. I leveraged my 8+ years of experience to achieve success in:Profitable Business Growth: Identifying new client opportunities, developing strategic channels, and increasing cross-selling to deliver complete financial solutions.Credit Expertise: Structuring, analyzing, and presenting credit proposals while collaborating with Credit Sanctioning on complex deals.Relationship Building: Fostering a strong network of internal and external partners, including brokers, aggregators, and referral sources.Industry Leadership: Supporting industry specializations, attending networking events, and educating staff on market trends.Team Management: Providing leadership, mentorship, and training to internal and external teams.Ongoing Learning: Continuously developing skills through internal/external training and staying informed on regulatory frameworks (e.g., BASEL law).Additional Skills:Proposal development and credit analysis for discussion papersUnderstanding of complex corporate structures and accounting principlesExcellent communication and presentation skillsStrong work ethic and commitment to complianceI am a highly motivated individual seeking to leverage my expertise in a dynamic and growth-oriented organization. Connect with me to discuss how I can contribute to your team's success!

Australia

Growth-Driven Mortgage Consultant | Building Relationships & Driving SalesStrategic Business Development Manager with a passion for building strong relationships and exceeding sales targets. I leverage 3.5+ years of experience to:Develop & Execute Winning Strategies: Create and implement marketing plans that empower the sales team to achieve success.Relationship Champion: Foster positive relationships with key stakeholders across the organization and external partners.Sales Pro: Convert leads into loyal clients and cultivate long-term business relationships.Growth Catalyst: Identify new business opportunities and develop targeted agent strategies to achieve objectives.Data-Driven Approach: Analyze customer financial data to recommend effective lending solutions and assess marketing programs for channel partners.Sales Enablement: Train, motivate, and develop agency partners to consistently achieve sales goals.Credit Expertise: Manage the credit assessment process for the dealer network.Industry Knowledge: Stay informed on new product launches and represent Financial Services at relevant events.Additional Skills:Marketing strategy development and implementationRelationship management with internal and external stakeholdersLead conversion and client relationship buildingBusiness opportunity identification and agent strategy developmentData analysis and financial solution recommendationSales training and team developmentCredit assessment managementI am a results-oriented professional seeking a dynamic organization where I can leverage my expertise to drive growth and build lasting client relationships.

Australia

High-Performance Leader & Coach | Building Credit Expertise & Driving Team SuccessSeasoned Credit Analyst and Team Leader with a proven track record of building high-performing teams and fostering a culture of excellence. I leverage 3.5+ years of experience to excel in:Credit Expertise: Analyzing financial data, preparing reports for credit approvals, and managing the credit assessment process.Training & Development: Developing and implementing national training programs to enhance broker skills and team productivity.Performance Management: Motiving, coaching, and developing a team of 180+ staff to achieve individual and departmental objectives.Process Improvement: Identifying production errors, recommending workflow enhancements, and mitigating risk.Stakeholder Engagement: Building and managing positive relationships with internal and external stakeholders, including third-party partners.Data-Driven Decision Making: Analyzing customer financial data and recommending suitable lending solutions.Channel Management: Identifying training needs of third-party partners and taking action to improve operational and sales capabilities.Additional Skills:Financial analysis and reporting for credit decisionsNational training program development and implementationTeam leadership, motivation, and coachingProcess improvement and risk mitigation strategiesStakeholder relationship managementLending solution recommendation based on financial data analysisThird-party channel partner training needs assessment and trainingI am a passionate leader seeking to leverage my expertise in credit analysis and team development within a dynamic organization.

Master Of Finance And Banking, Finance And Financial Management Services, Distinction Average

Activities and Societies: CFA Challenge Team 2021

Bachelor'S Degree, Banking And International Finance, Completed

Activities and Societies: AISEC, Flinders University Sports Association Banking International Finance Accounting Economics Management.

Diploma Of Financial Services, Commercial And Mortgage Broking Services, Completed