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Engaged as a short term contract to bring radical change within the treasury and collections segments of the business. Primary objectives: - Tasked specifically to tackle high priority delinquent portfolio clients and to streamline fragmented workflows- Operational and strategy - To bring about structure and process thereby reduce existing bottleneck and creat succession planning for handoff to newly built teams for takeover

Leda is a fintech start up providing B2B payment solutions allowing business customers a spend limit up to 3 months free from interest and repayments and the ability to transact with any business who accepts Leda. Leda pays the Merchant Partners upfront and make chasing invoices a thing of the past.Funding and financeo Settled over $3.35M in new facilities in the first 3 months of joining the role. o Acquired over 52 new clients into the organization in 3 months. Consultative sales and Business Development o In-depth discussion and analysis of client business activities using both technical and fundamental analysis such as areas of business model, revenue model, profitability, trends, market conditions.o Assessment and review of full company financials and overall financial position of prospecting client to determine their suitability and credit limitRelationship managemento Manage merchant supplier and business client relationshipo Facilitating new merchant set up and referrals through networking effects with existing and new clientso Mentor, onboarding and training for new staff members in the sales departmento Resolving client complains, payment issues, and financial hardship negotiations

Moula is a loan service company that helps SMEs borrow money to grow their business. The company uses a proprietary lending platform to make data-driven lending decisions based full financials analysisFunding and financeo Securing and settling over $6.97M in business loans within 6 months. Consultative negotiations and Business Development o In-depth discussion and analysis of client business activities using both technical and fundamental analysis such as areas of business model, revenue model, profitability, trends, market conditions.Process design & product designo collaboration and suggestion of work processes to improve efficiencies. o Providing operational recommendations to management for workflow optimization and process improvements, including transition to WFH structure.Relationship managemento Liaise and manage stakeholder relationships between internal credit assessment, BDM, broker channels, affiliates and clients.o Recommended and transferred to the Collections department to provide temporary support for escalation calls and delinquent client activities.

Funding and financeo Nominated by COO to manage priority portfolio and difficult accounts valued at over $1.5M and direct report to COO.o Reclaimed over $500k defaulted and lost funds.Consultative negotiations and Business Development o worked with a wide range of industries and its struggles at different scales. e.g. solar & electrical, SaaS tech, manufacturing, fashion & retail, legal & financial etco Successfully negotiated with severely delinquent clients to reach settlement and overachieving the reclaimed target by 50%Relationship managemento Management of all severe customer complaint and dispute resolution o Positioned as highest level of escalations for customer contact and resolution. o Successfully investigated suspicious clients, fraudulent claims and false claims.

Nauticus is a global digital financial asset marketplace based in Melbourne Australia.AUSTRAC regulated exchange offering secure and efficient digital currency and fiat trading.Funding and financeo Successful capital fund raisingo International travel and roadshow across 8 countries to attract investors, investment funding, and promotion of platform to new userso Management of market making and treasury management partners for platform daily funding and platform liquidity requirements Investor relations and relationship managemento Main contact and liaison for major platform partners, investor relations, government and regulatory body, and other stakeholder activities.o Public relations, community management including press releases and interviews with major media outlets (e.g. Forbes, Smart Company), over 13k users in Live Chat, 26k in Facebook fan page, 1k subscribers in YouTube. o relationship management of investors, syndicates, and funds globallyProcess design & product designo Establishment of customer rules of engagement, customer service resolution matrix, onboarding and training materialso Liaise with key department heads and executives for product development and implementation processo Imbedded with technical team development, driving priorities and design logic o Platform user journey and UX design, product analysis & development, QA testingo Establish KYC and compliance for client onboarding, fraud checks, security measures, identification requirements and long-term maintenanceBusiness Analysis and Operational management o Making analysis of client usage behaviours to further iterate product design and product offerings. o Financial analysis and forecasting using DCF to set targets and hurdleso tracking user activity heat maps to identify user journey and loss rate o study of existing user data measuring demographic versus user lifetime value to drive company roadmap focus and objective pivots

• Know Your Customer, Anti-Money Laundering, and Counter-Terrorism Financing compliant• Retail banking including merchant and e-commerce systems, advise and setup • Face to face sales and creating tailored client need based solutions • Training and mentoring of new staff• Accreditation in personal lending• Accreditation in mortgage • Constant success in reaching monthly sales targets reaching over 120%• Participating in various networking and community events and creating new opportunities • Building a quality pipeline of customers for the branch• Handling of over 100k worth of transactions daily• Precise and accurate service between customers and cash handling • Financial account servicing, opening, and closure• Providing general and personal financial advice• Tier 2 FSRA accreditation and operations • Reaching sales targets and managing KPIs • Leads follow up and appointment scheduling • Satisfying customer financial needs • Assist with various loan application approval and procedures

*Face to face sales with different clientele *Involved with the recruitment process and overseeing assessments for trainees*Responsible and assisting with trainee sales development and education*Direct management and responsible for the performance of 6 individuals*Assistance in daily company planning and performance evaluations*Well understanding of the product for conducting of sales*Maintaining the highest standards of the Energy Assured code of conduct guidelines*Understanding competitors and their products *Performing sales activity while maintaining professionalism and ethics