As the chairperson of BNE we have chosen to do things differently.We are proud to bring together a wide range of business owners where monthly we will meet at different business sites to promote their business, genuinely play a part in understanding their businesses, network and invest money back into their businesses by using their products and referring clients. We have received overwhelming support and have designed this to bring together a community and help businesses thrive!

As the CEO and Founder of Oakwood Finance I manage a team of High performing Individuals.We specialise in multiple services to ensure you as a client are provided an all-round service.We offer:- Residential, Asset Finance, Commercial, Agriculture and Self-Managed Super Fund Lending.See today why choosing Oakwood Finance is the right choice for Lifetime Brokerage.

- Leveraged cold calling, in-person visits and referrals to build leads.- Maintained open and ongoing communication with clients to meet needs and expectations.- Determined business development opportunities and implemented effective strategy for client acquisition.- Established new customer accounts using negotiation and sales closing abilities.- Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.- Developed short-term and long-term vision and strategy to achieve targeted sales objectives.- Facilitated and managed business development plan based on market and industry research.- Participated in industry and trade organizations to build industry and customer alliances.- Liaised with channel partners to build business.- Prospected, identified and cultivated relationships with contacts to promote product lines and solutions.- Demonstrated thought leadership by presenting in industry seminars and leading webinars- Maintained a database of existing customers and prospective leads.- Conducted market research and reported on competitors.- Managed a team of sales representatives, driving performance and growth.- Utilized CRM systems to manage client information and track progress.

- Approved underwriting for consumer loans, lines of credit, and home equity.- Performed periodic reviews on existing accounts to ensure continued compliance with established guidelines.- Conducted employee one-on-one meetings to evaluate performance, resolve issues and provide job coaching.- Attended networking events to promote company's services within the local community.- Identified areas where improvements can be made in the loan application process in order to increase efficiency.- Established relationships with potential customers through referrals, promotional events and cold calling campaigns.- Reviewed tax returns and financial statements to finish underwriting process.- Coached new employees to inform of company processes, procedures and deadlines.- Conducted credit investigations to assess customer financial condition, collateral value and payment history.- Oversaw loan process from origination through closing to check that every client received exemplary service.- Assisted borrowers throughout the entire loan process from application submission through closing.- Interacted directly with lenders, brokers, investors, attorneys and other parties involved in transactions.

- Monitored sales growth vs. budget expectations prior to implementing marketing strategies and business plans.- Boosted revenue, developed marketing strategies, solicited clients and closed sales.- Planned annual training sessions for regional staff members to improve their skillsets.- Collaborated with corporate communications department to create promotional materials for the region.- Analyzed customer data to identify trends and develop targeted marketing campaigns.- Coordinated regional sales teams, ensuring resources were allocated effectively.- Assisted with recruiting efforts by interviewing candidates and making hiring recommendations.- Organized quarterly meetings with senior management to review progress against goals.- Developed and maintained relationships with key stakeholders in the region.- Resolved customer complaints quickly and efficiently, minimizing impact on brand reputation.- Conducted regular performance reviews of regional staff and provided feedback.

- Approved underwriting for consumer loans, lines of credit, and home equity.- Performed periodic reviews on existing accounts to ensure continued compliance with established guidelines.- Conducted employee one-on-one meetings to evaluate performance, resolve issues and provide job coaching.- Attended networking events to promote company's services within the local community.- Identified areas where improvements can be made in the loan application process in order to increase efficiency.- Established relationships with potential customers through referrals, promotional events and cold calling campaigns.- Reviewed tax returns and financial statements to finish underwriting process.- Coached new employees to inform of company processes, procedures and deadlines.- Conducted credit investigations to assess customer financial condition, collateral value and payment history.- Oversaw loan process from origination through closing to check that every client received exemplary service.- Assisted borrowers throughout the entire loan process from application submission through closing.- Interacted directly with lenders, brokers, investors, attorneys and other parties involved in transactions.

- Maintained up-to-date knowledge of securities markets and regulations.- Collaborated closely with sales team members to develop marketing materials that accurately reflect company policies and procedures.- Leveraged cold calling, in-person visits and referrals to build leads.- Maintained open and ongoing communication with clients to meet needs and expectations.- Determined business development opportunities and implemented effective strategy for client acquisition.- Developed short-term and long-term vision and strategy to achieve targeted sales objectives.- Liaised with channel partners to build business.- Led programs to solve strategic growth questions for business.- Analyzed customer feedback to identify areas for improvement in products and services offered.- Collaborated with marketing team members to design promotional materials.- Conducted market research and analysis to identify new business opportunities.- Maintained a database of existing customers and prospective leads.- Participated in weekly meetings with executive leadership team members to discuss progress toward goals.- Created presentations to attract new business opportunities.- Attended tradeshows and conferences to network with potential clients.- Coached, developed and motivated team to achieve revenue goals.

- Performance management- Rostering and ordering - Product management - People management - Food,health and safety protocols- Budgeting and sales growth - Cost Management - Budgeting- Equipment management and Maintenance- Managing staff and HR related issues - Training, coaching and mentoring - Managing F.I.F.O

- Managing a team of outbound sales staff- Performance management- Rostering - Training and coaching - Monitoring calls - Up skilling staff - Driving sales and supporting growth - Promoting check ups for audiologists to sell heading aids - Business development - Acquiring new business

- People management - Stock ordering - Rostering - Managing complaints - Marketing and advertising - Store performance and promoting sales