Kat Tunnock Email & Phone Number

Moorabbin, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Aquamore is an institutionally-backed private lender that provides commercial finance to SMEs, property developers, and investors. The company is renowned for delivering quick, competitive, and flexible lending solutions to support business growth, nationwide.Key responsibilities include:- Supporting a team of 12 Business Development Managers Nationally with in-flight deals, broker enquiries and successful deal settlement- Managing the end to end Broker accreditation processes… Show more Aquamore is an institutionally-backed private lender that provides commercial finance to SMEs, property developers, and investors. The company is renowned for delivering quick, competitive, and flexible lending solutions to support business growth, nationwide.Key responsibilities include:- Supporting a team of 12 Business Development Managers Nationally with in-flight deals, broker enquiries and successful deal settlement- Managing the end to end Broker accreditation processes including industry checks- Facilitating team learning opportunities with industry partners - Quality management of application submission quality standards - Day to day broker engagement and support Show less

Australia

- Oversee the national Cinch Broker Team of 20 people including training new brokers, credit analysts and loan processors to understand compliance, process and policy obligations to enable brokers to perform their tasks with proficiency and to the highest of professional standards- Provide coaching and mentoring to employees, supporting their professional growth and career advancement - Creation of detailed internal learning and development system and framework to guide the introduction… Show more - Oversee the national Cinch Broker Team of 20 people including training new brokers, credit analysts and loan processors to understand compliance, process and policy obligations to enable brokers to perform their tasks with proficiency and to the highest of professional standards- Provide coaching and mentoring to employees, supporting their professional growth and career advancement - Creation of detailed internal learning and development system and framework to guide the introduction of new brokers, and assist in best practice methods for the entire team- Create engaging and interactive learning materials, including e-learning modules, instructor-led training materials, job aids, and multimedia resources, using appropriate instructional design methodologies and technologies- Educate adherence to legislative requirements across various bodies of legislation and regulations (National Consumer Credit Protection Act 2009 (Cth), Privacy Act 1988 (Cth) and the ASIC Regulatory Guide 273 – Best Interest Duty), as well as creating compliance frameworks and monitoring ongoing adherence by the team- Facilitate fortnightly business development meetings for members of the external lender panel to allow internal team members to understand lender partners, product ranges and associated specialisations and policies, and to facilitate symbiotic relationships of collaboration and referrals based on mutual trust and understanding - Management of Professional Development opportunities for the entire team with networking and rapport-building opportunities with industry professionals and key lender partners Show less

Melbourne, Victoria, Australia

- Provided residential and commercial lending solutions and education for clients across a broad spectrum of backgrounds, ethnicities, levels of experience and financial knowledge- Demonstrated patience and respect for each client’s differing levels of knowledge and understanding of the mortgage approval process, identified and created opportunities to impart new and empowering knowledge of lender products and policies that directly impact clients- Educated clients to understand their… Show more - Provided residential and commercial lending solutions and education for clients across a broad spectrum of backgrounds, ethnicities, levels of experience and financial knowledge- Demonstrated patience and respect for each client’s differing levels of knowledge and understanding of the mortgage approval process, identified and created opportunities to impart new and empowering knowledge of lender products and policies that directly impact clients- Educated clients to understand their options and encourage open dialogue to deepen the understanding of their requirements and goals, inform them as to their different mortgage options, interest rates, repayment terms, and associated costs to assist in making informed decisions- Gather necessary financial documentation from clients, such as income statements, tax returns, bank statements, and credit reports, to complete mortgage applications accurately- Analysed clients' financial information and creditworthiness to determine their eligibility for various mortgage programs and loans - Researched and compared mortgage products from multiple lenders to identify suitable options based on clients' needs and financial capabilities- Presented mortgage options to clients, explaining the terms, conditions, and associated risks and benefits of each product- Negotiated mortgage terms, interest rates, and closing costs with lenders on behalf of clients to obtain the most advantageous fee terms possible- Maintained regular communication with clients, real estate agents, and other relevant parties to keep them informed of the loan status and any key updates- Ensured compliance with all relevant laws, regulations, and industry standards governing mortgage lending practices- Built and maintained strong relationships with lenders, real estate professionals, and other industry contacts to stay updated on market trends and loan products Show less

Melbourne, Victoria, Australia

- Reported to the General Manager (business development, sales and distribution) - Managed the national Australian Unity comparator partner network (Aggregator Groups including iSelect, Compare the Market and Choosi), which accounted for 77% of the revenue stream for the organisation- Daily coordination and management of all partner products, policies, and procedures to ensure success and alignment across the network, including product updates/details, marketing campaigns, legal, SLAs… Show more - Reported to the General Manager (business development, sales and distribution) - Managed the national Australian Unity comparator partner network (Aggregator Groups including iSelect, Compare the Market and Choosi), which accounted for 77% of the revenue stream for the organisation- Daily coordination and management of all partner products, policies, and procedures to ensure success and alignment across the network, including product updates/details, marketing campaigns, legal, SLAs, and managing any complaints - Weekly financial management of Aggregator sales and liaising with aggregator partners to obtain feedback as to trends and competitors to improve sales on a rolling basis - Developed strong professional relationships with Comparator partners, learning their unique business requirements to ensure new product launches and marketing offers are implemented accurately and to schedule- Managed the set-up of new Comparator partnerships from implementation to go live phase, coordinated with the internal stakeholders across Business Technology, Marketing, Operations, Legal, Compliance and Policy- Conducted on-site product training and presentations to senior operations leaders- Collaborated with internal legal counsel to ensure all agreements were up-to-date and compliant- Coordinated and created dialogue between relevant internal and external partner stakeholders to ensure optimal member onboarding and claiming experiences including complaints management- Contributed to the quarterly report provided to leadership reporting on actual sales results from the Aggregator Groups versus internal sales forecasts, and conducting detailed analysis to explain any variances (such as competitor campaigns, competitor new product launches, price changes) Show less

Albert Park

- Responsible for the expansion and management of Australian Unity’s national “No Gap Dental” network and ongoing recognition requirements for general treatment providers and Natural Therapy Associations- Scoped out new dentists to add to the network who aligned with Australian Unity’s values, inspected prospective partners’ facilities and developed and implemented a formal set of provider recognition criteria to ensure the smooth integration of dental and natural therapy networks into… Show more - Responsible for the expansion and management of Australian Unity’s national “No Gap Dental” network and ongoing recognition requirements for general treatment providers and Natural Therapy Associations- Scoped out new dentists to add to the network who aligned with Australian Unity’s values, inspected prospective partners’ facilities and developed and implemented a formal set of provider recognition criteria to ensure the smooth integration of dental and natural therapy networks into day-to-day business operations- Managed all audits of allied health professionals to ensure compliance against contractual obligations and business values- Performed as the primary contact for all new and existing dental clinics nationally, ensuring all enquiries and complaints were managed effectively for optimal customer outcomes- Negotiated mutually beneficial agreements with dental practitioners that align with business strategies to expand, and that fit within business’ actuary guidelines, for dental schedules and the individual prices of each dental practice- Monitored industry developments and any legislative changes that impact the industry within natural therapy and dental health industries to ensure alignment with Australian Unity’s strategic operations Show less

Collins St, Melbourne

Responsible for the day to day operations of the head office; including meeting clients, organising meetings, events and presentations, procurements, accounts and banking. Responsible for generating, tracking & monitoring all sales leads, including drafting contracts, and monitoring marketing activities. • Management of all business accounts; payables, receivables, reconciliations and payroll for the business• Executive Assistance including; diary management, travel arrangements,… Show more Responsible for the day to day operations of the head office; including meeting clients, organising meetings, events and presentations, procurements, accounts and banking. Responsible for generating, tracking & monitoring all sales leads, including drafting contracts, and monitoring marketing activities. • Management of all business accounts; payables, receivables, reconciliations and payroll for the business• Executive Assistance including; diary management, travel arrangements, mail management & filing • Management of all office mail, banking, greeting of clients, presentations and event coordination• Coordinated sales activities via researching prospective leads, tracking & qualifying these leads to translate active new business accounts• Drafting and negotiating contracts with customers to meet and exceed revenue targets• Managing customer on-boarding projects end to end, from the point of sale to the customer integration into the business • Ongoing customer relationship engagement to ensure clients feel confident, supported and informed across all of their business activities with the businessAchievements • Successfully led conversations creating new account portfolios correspondingly increasing revenue for the business • Proactively increased the efficiency of accounts receivables across the expansive account portfolio enabling greater customer engagement and business security Show less

Melbourne, Victoria, Australia

Provided front line service for Institutional customers around their ANZ products and accounts.

Lilydale, Victoria, Australia

Led Swinburne University tutorial classes in all of the following subjects;- Financial Management- International Trade and Finance- Microeconomics - Financial Markets & Institutions

Melbourne, Australia

Managed a portfolio of over 300 claimants, managing their enquiries around their entitlements and policy with Allianz end to end.

Bachelor'S Degree, Business

Activities and Societies: First place - Introduction to Commercial law First place - Human Resource Management

Graduate Diploma, International Business, Distinction Average

Activities and Societies: First Place International Trade and Finance

Diploma Of Counselling, Counselling

Certificate Iv, Finance And Mortgage Broking

Diploma Finance, Finance And Mortgage Broking Management