Mark Schultz Email & Phone Number

Melbourne, Vic, Au

Melbourne, Australia

Melbourne, Australia

Oversee strategic leadership of the aggregation business within Finconnect | eChoice after recently acquiring Commonwealth Bank of Australia (CBA) group aggregator, whilst integrating 320 brokers from the ASX listed business into the CBA business framework.Perform the role of Responsible Manager for the Finconnect Australian Credit Licence utilising an understanding of the practical application of the National Consumer Credit Protection Act 2009 and how this works in continual business… Show more Oversee strategic leadership of the aggregation business within Finconnect | eChoice after recently acquiring Commonwealth Bank of Australia (CBA) group aggregator, whilst integrating 320 brokers from the ASX listed business into the CBA business framework.Perform the role of Responsible Manager for the Finconnect Australian Credit Licence utilising an understanding of the practical application of the National Consumer Credit Protection Act 2009 and how this works in continual business growth. KEY ACHIEVEMENTS Navigated brokers through the complex changing regulatory environment, as the internal Responsible Manager (RM) ensuring all brokers remain compliant and delivering best in business customer outcomes.Provided mentoring and coaching to junior staff, conducting 1:1 sessions sharing professional growth experience and provide guidance on possible career paths within the organisation.Influenced the leadership team to re-evaluate existing sales targets, processes and capability programs, resulting in significantly enhancing the overall service to the entire network.Launched sales campaigns that focused on corporate strategies, compliance uplifts, productivity gains and professional services. Increasing our value proposition to clients via presentation, sales role-plays, case studies, sales win examples, and goals to measure success. Show less

Melbourne, Australia

Led a team of nine staff ensuring provision of lending and leasing services to the company’s Member’s clients, whilst liaising with the CBA to ensure Members receive CBA services available to them. Managed profit and loss cost centre and present monthly progress against target reports at monthly board meetings.KEY ACHIEVEMENTSImplemented a full supervision and monitoring program for the companies Australian Credit Licence.Increased companies footprint within Count… Show more Led a team of nine staff ensuring provision of lending and leasing services to the company’s Member’s clients, whilst liaising with the CBA to ensure Members receive CBA services available to them. Managed profit and loss cost centre and present monthly progress against target reports at monthly board meetings.KEY ACHIEVEMENTSImplemented a full supervision and monitoring program for the companies Australian Credit Licence.Increased companies footprint within Count, improving the relationship and continued growth.Oversaw continuous improvement program to enhance the suite of services and the effectiveness of the interaction between CBA and Count/Financial Wisdom financial advisers.Acted as SME assisting over 200+ new brokers transition from the old aggregator to Finconnect. This process was the largest of its type, completed with over 25 lenders and required an entire re-write of the Finconnect Broker contract. Show less

Melbourne, Australia

Oversaw leadership of a team of Business Development Managers ensuring Banking and Finance Solutions provides quality lending and finance services (residential lending, commercial lending, asset finance, CBA products & services) to Members and their clients and assist Members in driving activity to reach sales and commission targets. Members included Credit Representatives that operate under the Finconnect ACL, ACL Holders, Asset Finance writers and referral partners.KEY… Show more Oversaw leadership of a team of Business Development Managers ensuring Banking and Finance Solutions provides quality lending and finance services (residential lending, commercial lending, asset finance, CBA products & services) to Members and their clients and assist Members in driving activity to reach sales and commission targets. Members included Credit Representatives that operate under the Finconnect ACL, ACL Holders, Asset Finance writers and referral partners.KEY ACHIEVEMENTS Developed sales territories and built strong client relationships, within a highly competitive environment, through enhanced incentive programs.Developed strong partnership and stakeholder relationships that delivered mutually beneficial project and product outcomes.Coached staff on “effective communications strategies” resulting in improved relationships with internal and external clients.Conducted extensive research to created detailed business models into commission sharing within the industry. Delivered strategic recommendations that resulted in significant savings while encouraging brokers to write more business. This saw an increase to settlements by 17% and revenue by 11%. Show less

Melbourne, Australia

Provided strong relationship and sales support management to Mortgage Brokers in the promotion and sales of mortgage products, including ongoing training in products, process and compliance. Provisioning of consistently accurate technical, loan structuring and policy support to Brokers to maximise sales outcomes.KEY ACHIEVEMENTS Achieved 122% to full-year target, meeting other key performance indicators including customer satisfaction, submission quality and conversion… Show more Provided strong relationship and sales support management to Mortgage Brokers in the promotion and sales of mortgage products, including ongoing training in products, process and compliance. Provisioning of consistently accurate technical, loan structuring and policy support to Brokers to maximise sales outcomes.KEY ACHIEVEMENTS Achieved 122% to full-year target, meeting other key performance indicators including customer satisfaction, submission quality and conversion rate.Delivered sales presentations to Broker and aggregation groups, resulting in increased client engagement and overall sales.Personally responsible for managing/inducting new to industry high achieving brokers. Making sure they quickly understand our product and start using it.Championed a Lean/Kaizen project moving customers to understand and embrace their business productivity. Within the team having the most customers signing up to participate in the program, seeing me recognised as a member of the best of the best awards program. Show less

Master Of Business Administration (Mba), Business Administration And Management, General

Year 12