Working with Software Developers, Graphic Design Experts and Finance Professionals in a startup environment, to refine and deliver an efficient mortgage application process in line with Best Interest Duty. This includes actively giving mortgage advice, lodging new business and using this to reflect and refine our process. • Responsible Manager of Australian Credit License• Subject matter expert for credit application module• Development of customer/user flows for all related product functionality• Preparation of work flows for all business processes within credit module• Compliance and regulatory control • Efficient management of active applications for credit • Point of contact for all sales and new business• Content creation for client education • Evaluation and assessment of licensing requirements and opportunities • Third party product integration and relationship management• Assessment validation and recommendation of product enhancements• Working with Tech Lead to solve adhoc problems inside of existing code base • Working within Excel to build and maintain calculation engine

Helping existing Mortgage Brokers give better advice as well as achieve best practice processing• Strategic coaching• Compliance review • Sales and client relations (positioning strategic direction of future networks)• Building processes and systems • Following up and tracking mortgage applications with lenders• Liaising with banks and assessors• Negotiation and restructuring of applications to meet credit standards• Assessing serviceability • Creation and processing of loan documentation• Assisting with settlements

Authorised Credit Representative of AMPFP• End to end assessment and processing of applications for finance. • Compliance review and risk assessment• Conflict and dispute resolution• Acquisition of new clients• Maintenance of existing client relations• Creating new referral relationships • Assessing and rebuilding existing referral relationships• Presenting lending strategies to high net worth clients• Presenting lending fundamentals to first home buyers• Implementing processes and systems • Portfolio assessment and client retention

Authorised Credit Representative of AMPFP• Complex assessment and presentation of debt strategy and lending solutions • Sales and client relations • Re-engineering and management of process • Junior staff training in process • Senior staff training in technical analysis • Quality assurance - compliance • Client relationship management & sales • Bank negotiation • Urgent settlements • Conflict resolution • Review and presentation of top lender options to staff

Authorised Credit Representative of AMPFP