Kevin P. Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Barangaroo, New South Wales, Australia

•Credit Expertise: Applied credit knowledge daily to ensure lending needs align with Macquarie's Credit Policy and adhere to established risk parameters, contributing to responsible lending practices•Client Appointments: Conducted daily appointments with clients, providing dedicated and personalized service to comprehensively discuss their needs and gain a deep understanding of their financial objectives•Performance Excellence: Consistently met and exceeded weekly Key Performance Indicators (KPIs), including weekly application submissions and approvals

Sydney, New South Wales, Australia

•Income Analysis Expertise: Proficiently assessed applicant income, including PAYG and various self-employed structures such as companies, sole traders, and trusts, through meticulous analysis of tax returns and financial documentation•End-to-End Application Management: Managed the entire loan application process, from initial submission through to successful completion, ensuring a smooth and efficient experience for customers.•Exceeding KPIs: Consistently met and exceeded Key Performance Indicators (KPIs) derived from sales targets and customer feedback, demonstrating a commitment to excellence in service delivery.•Customer Retention: Implemented proactive retention strategies, including making timely calls upon maturity of loans, to retain the customer base and foster long-term relationships.

Sydney, New South Wales, Australia

•Exceptional Customer Service: Delivered consistently professional and exceptional customer service, maintaining high standards of client care and satisfaction•Lead Identification: Proactively identified potential leads for all departments of the business and effectively routed them to the respective teams, contributing to the overall business growth•Product Knowledge Expertise: Provided precise and current information about financial products to customers, significantly minimizing Westpac's exposure to financial risk and loss

Master Of Business Analytics

Diploma Of Financial Planning (Rg146 Accreditation)