Luke Bartlett Email & Phone Number

Sydney, New South Wales, Australia

Spearheaded the sales and operational strategies at Novii, a trusted member of the REA Group, to empower real estate professionals with cutting-edge lead generation and licensing solutions. Played a key role in expanding Novii's business verticals and successfully leading a mortgage broking subsidiary to a profitable exit.Key Achievements and Responsibilities:Sales Leadership: Led and motivated a high-performing sales team, consistently exceeding revenue targets.Product Innovation: Championed the development and of HomeGuru and OzHomeValue, innovative lead generation platforms that provide real estate agents with exclusive territories, prominent branding, and verified leads.Operational Excellence: Streamlined sales processes, implemented effective CRM systems, and optimized team performance to drive operational efficiency and productivity.Strategic Planning: Collaborated with senior leadership to develop and execute strategic sales and business plans, resulting in sustained growth and market expansion.Cross-Functional Collaboration: Worked closely with marketing, product development, and customer success teams to ensure seamless customer experience and successful product adoption.Business Expansion: Played a pivotal role in expanding Novii's verticals by developing an internal mortgage broking team and growing the HomeGuru Finance subsidiary to 14 staff members, culminating in a successful exit in early 2024.Financial Acumen: Leveraged prior experience overseeing HomeGuru Finance to strategically analyse market trends, pricing models, and profitability to inform data-driven decision-making.Industry Leadership: Actively participated in industry events and conferences, sharing insights on the evolving real estate landscape and digital transformation.Strategic Exit: Following the successful exit of HomeGuru Finance, navigated the company's strategic decision to exit the industry in March 2024, ensuring a smooth transition for clients and staff.

Sydney, Australia

Consistently exceeded expectations as a top-performing Senior Relationship Manager at GetCapital (now Shift), specialising in SME finance solutions. Demonstrated a proven track record of driving sales growth, cultivating strong client relationships, and contributing to strategic business initiatives.Key Contributions:Sales Excellence: Consistently surpassed sales targets by over 200%, securing new business and expanding the company's market presence. Recognized as the top sales performer, showcasing a strong ability to identify and capitalise on opportunities.Customer-Centric Approach: Built and maintained lasting relationships with key clients, acting as a trusted advisor and providing tailored financial solutions to meet their evolving needs.Strategic Initiatives: Played a pivotal role in the successful acquisition of over 80% of a competitor's client base during a merger, significantly expanding market share and revenue.Profitability Enhancement: Partnered with the COO to develop and implement a retention and redraw team, resulting in improved customer loyalty and increased profitability for the business.Sales Process Optimization: Proactively identified opportunities to streamline and enhance the sales process, implementing strategies that improved efficiency and productivity.Mentorship & Training: Mentored and trained junior team members, contributing to their professional development and overall team success. Actively gathered market intelligence and conducted competitor analysis to inform sales strategies and identify new business opportunities.Market Intelligence: Collaborated effectively with credit and marketing teams to streamline the loan approval process and develop targeted campaigns, resulting in increased lead conversion rates. Played a key role in mentoring and training new team members, sharing knowledge and best practices.

Greenslopes

Excelled as a Relationship Officer (equivalent to a Lending Officer) at QT Mutual Bank (now RACQ Bank), significantly boosting lending performance at the Greenslopes branch through proactive sales initiatives and relationship-building.Sales & Lending Growth: A Dramatic Turnaround:Spearheaded a remarkable transformation in the Greenslopes branch's lending performance, propelling it from 13th to 2nd in lending volume within a year.Consistently exceeded sales targets, originating a diverse portfolio of loans, including credit cards, personal loans, and home loans.Employed a consultative approach, understanding clients' needs to recommend suitable products, fostering trust and loyalty.Targeted Marketing & Community Engagement:Collaborated with the branch manager to execute innovative marketing initiatives aimed at attracting new clients. Targeted the core demographic of teachers and educators with strategies like coffee vans at schools and pop-up stalls. These initiatives significantly increased brand visibility and foot traffic, contributing to the branch's lending growth.Relationship Building:Prioritised building strong relationships with clients, took my time to understand each client's financial situation and goals, providing personalised service and solutions.Proactively followed up with clients, ensuring their satisfaction and addressing any concerns, fostering long-term relationships.Product Expertise & Compliance:Maintained a thorough understanding of the bank's lending products and policies.Ensured all loan applications were processed accurately and in full compliance with regulations.Team Collaboration & Leadership:Actively contributed to a positive team environment, sharing knowledge and best practices.Assisted in training and onboarding new team members.Demonstrated leadership qualities by taking initiative, motivating others, and contributing to the branch's success.

Brisbane, Australia

Excelled as a Fleet Sales Consultant specialising in novated leasing at RemServ, providing end-to-end service for my clients and securing exceptional vehicle procurement deals for clients.Sales & Client Acquisition:Proactively engaged with potential clients, effectively communicating the benefits of novated leasing. Consistently exceeded sales targets, contributing to the company's growth in the novated leasing sector.Consultative Sales Approach: Building Trust and UnderstandingAdopted a consultative sales approach, prioritizing understanding client needs and preferences.Conducted thorough needs assessments, taking into account factors such as budget and vehicle preferences to recommend suitable novated leasing options.Provided expert guidance on the financial implications of novated leasing, building trust and credibility with clients.Product Knowledge: Novated Leasing ExpertiseDemonstrated a deep understanding of RemServ's novated leasing products, policies, and procedures.Stayed up-to-date on industry trends and regulatory changes, ensuring clients received accurate and compliant advice.Effectively communicated complex financial concepts in a clear and concise manner.Vehicle Procurement: Leveraged extensive automotive knowledge and strong dealership relationships to secure exceptional deals for clients.Achieved the highest vehicle procurement rate within the company, sourcing new and demo vehicles at unbeatable prices.Streamlined the procurement process, ensuring a smooth and hassle-free experience for clients.Customer Satisfaction: Going the Extra MilePrioritized delivering exceptional customer service at every stage of the sales and procurement process.Guided clients through the complexities of novated leasing, answering questions and addressing concerns promptly.Maintained regular communication with clients, providing updates and ensuring a seamless transition to their new novated lease.

Newcastle, Australia

Exceeded expectations as a Lending Specialist at Commonwealth Bank, showcasing exceptional sales acumen and a dedication to providing superior customer service in a contact centre setting.Key Contributions:Sales Excellence & Rapid Achievement:Within six months, achieved an outstanding 290% of year-to-date sales targets, showcasing exceptional adaptability and a drive to excel.Consistently surpassed sales goals, employing a consultative approach to recommend suitable lending solutions to clients. Leveraged strong closing skills to convert leads into successful loan applications, contributing significantly to the bank's lending portfolio.Product Knowledge & Expertise:Rapidly acquired a comprehensive understanding of the bank's personal loan and credit card products.Confidently articulated product features and benefits, addressing client questions and concerns clearly and concisely.Customer Service Excellence:Provided exceptional customer service via phone, building rapport with clients and guiding them through the loan application process.Actively listened to client needs, demonstrating empathy and understanding to create a positive experience.Proactively addressed client inquiries and resolved any issues, ensuring a smooth and efficient lending process.Communication & Persuasion Skills:Excelled in verbal communication, effectively conveying complex financial information in an understandable way.Utilized persuasive communication techniques to highlight product benefits and address client concerns, influencing decision-making.Adapted communication style to suit different client personalities and needs.Adaptability & Quick Learning:Demonstrated a remarkable ability to quickly learn and master new products, processes, and systems.Thrived in a dynamic contact centre environment, handling a high volume of calls and adapting to changing priorities.Proactively sought feedback and coaching to continuously improve performance.

Gold Coast, Australia

Excelled in a high-pressure, credit-based timeshare sales environment at Wyndham Vacation Ownership, consistently surpassing targets and achieving top-tier performance nationwide.Key Contributions:Sales Excellence in a Dynamic Environment: Consistently exceeded sales goals in a fast-paced, results-oriented sales environment, adeptly navigating the complexities of credit-based timeshare sales.Top Performer Recognition & Development: Achieved distinction as the top sales representative nationwide in December 2013 and January 2014, earning the opportunity to receive two weeks of exclusive sales training directly from Jordan Belfort, further enhancing professional skills and expertise.Needs-Based Selling & Relationship Building: Skilfully built rapport with potential clients, actively listening to their needs and aspirations to present compelling vacation ownership solutions that resonated with their lifestyle goals.Financial Acumen: Guided clients through the financial aspects of timeshare ownership, including financing options. Closing Skills & Persuasive Communication: Masterfully navigated the sales process, addressing client concerns and objections with confidence and clarity, ultimately securing new memberships and driving revenue growth.Product Expertise: Maintained in-depth knowledge of Wyndham Vacation Ownership products and services, showcasing a passion for the brand and empowering clients to make informed decisions.