Keith Davidson Email & Phone Number

Perth, Australia

I have established my own independent Finance Brokerage company ( formally Premium Portfolio Finance WA) working as a mortgage and finance specialist, organising loans for home and investment property lending, debt restructure, SMSF, Reverse mortgages, commercial and business, debt consolidation, personal lending and vehicle finance. My mantra is to assist my clients to achieve their dreams of owning their own home, debt reduction and monitoring debt reduction to secure financial freedom.I believe in a high quality customer service as an essential part of my finance business activities.Contact me at keith@metrowidefs.com.au or love to chat on 0410 000 999. Details and privacy at www.metrowidefs.com.au

Acquisitions & AlliancesI commenced with NAB as a mobile banker due to a restructure through Police and Nurses Credit Society where commissions were capped.I was currently involved with Mortgage lending and business development to source business for consumer lending.Focus is building relationships with business partners. In September 2011 also gained position of Partnership Manager Schools First in addition to current position.

Perth

I commenced with Police and Nurses as a relationship and retail lending manager. Main objectives of this position was to source new personal lending clients from retail outlets, lending approval and funding.As a new role this was developed over an 18 month period where personal loan applications grew to over 300 applications per month.I then commenced the position of a Mobile Banking Manager for home and business lending. In this position I have funded over 5000 home and business loan applications since being in this position. This position is responsible to source new business, maintaining account relationships of existing clients and provide wealth creating structures for higher net worth clients.Key responsibilities.* Building and maintaining relationships with existing and new referral sources.* Coaching and mentoring existing staff with more complex financial applications.* Providing assistance to newer staff for policy and procedures.* Provide advice to external advocates.* Maintaining and sourcing commercial lending applications and relationships.* Arranging applications in a full process from application to documentation to funding.* Analyzing financials and complex business applications for lending area. * Maintaining cross selling of the Credit Societies account and insurance products. * Compliance of the Credit Unions policy and procedures.* Sales lending target has been met every month; .* Maintain up to date knowledge of current legislations affecting the banking industry.* Maintain sound knowledge of WA property market for new housing developments, property trends and building industry.* Meet sales targets by pro activity developing introducers, key advocates, and company business referrals.

Held the position of Managers assistant and responsible for lending, documentation, security documents and client liaison. Lending covered consumer and business lending.; During the term as a Mobile Banking Manager, I have gained the following awards;From; top sales in the mobile sales department for home lending.In addition I have been a member of the insurance sales, high achievers awards holders since inception of the programme from 2006.PNCS annual organisational awards, I have achieved the Sales achievement awards for the whole PNCS organisation for years

Southern region.This involved the management of 6 branch locations,(70 staff ) approval of lending for consumer to commercial lending, day to day operations of staff and compliance. Member of credit committee, rate committee, sales focus group.Key responsibilities.* Mentor staff for compliance and ensure the branch operations maintained audit procedures in accordance with the society's requirements.* Maintain sales targets for lending and cross sales of the society's products.* Communications of society's corporate directions.* Ensuring that new and existing legislation changes were adhered to.* Elected Board member of Credit Union Employees Superannuation Fund.* Ensuring growth for lending and deposits.* Elected board member Credit Union Superannuation Fund

Cert Iv, Finance

Diploma Of Finance, Finance

Security Operations, Security

Activities and Societies: Certificate 2 in Security Operations and Senior First Aid

Accounting And Finance

Education record

Diploma In Finance