▪ Discuss customers individual needs and propose financial solutions▪ Assessing applications to determine suitability to a lender based on a range of factors including their credit policy and appetite▪ Assisted with marketing strategy creation and advertising initiatives to increase enquiry and sales ▪ Development of process improvements to increase efficiency and ensure high conversion rates from enquiries to approvals▪ Communication and negotiation with dealers on price… Show more ▪ Discuss customers individual needs and propose financial solutions▪ Assessing applications to determine suitability to a lender based on a range of factors including their credit policy and appetite▪ Assisted with marketing strategy creation and advertising initiatives to increase enquiry and sales ▪ Development of process improvements to increase efficiency and ensure high conversion rates from enquiries to approvals▪ Communication and negotiation with dealers on price, servicing and accessories on behalf of clients ▪ Cross selling insurance and warranty products and services ▪ Negotiation of optimal financing opportunities for clients with lenders Show less

▪ Preparation of consumer and commercial lending applications▪ Analysis of financial documents including payslips, individual and company financials, bank statements and credit reports▪ Assessing applications to determine suitability to lenders based on a range of factors including credit policy and appetite▪ Ensuring compliance with ASIC regulatory requirements including Anti-Money Laundering, Counter Terrorism Financing Act and the Privacy Act▪ Training and mentoring staff on… Show more ▪ Preparation of consumer and commercial lending applications▪ Analysis of financial documents including payslips, individual and company financials, bank statements and credit reports▪ Assessing applications to determine suitability to lenders based on a range of factors including credit policy and appetite▪ Ensuring compliance with ASIC regulatory requirements including Anti-Money Laundering, Counter Terrorism Financing Act and the Privacy Act▪ Training and mentoring staff on internal work instructions, policies and procedures, lending products and complex loan applications▪ Development and implementation of policies, procedures and service standards to ensure strong levels of client service▪ Troubleshooting sales and service procedures between Future Funding and our dealer network to increase profitability▪ Working as part of a team to ensure smooth workflows▪ Meeting and exceeding set targets and KPI’s▪ Developing strong rapport with internal and external stakeholders Show less

▪ Analysis of client’s financial information including payslips, financial and credit history to determine loan suitability▪ Communication with clients to determine individual client needs ▪ Building strong professional relationships with a range of stakeholders ▪ Management of referrals from local and interstate dealers ▪ All aspects of sales including overcoming objections, networking and meeting and exceeding set sales targets and KPI’s▪ Cross selling insurance and… Show more ▪ Analysis of client’s financial information including payslips, financial and credit history to determine loan suitability▪ Communication with clients to determine individual client needs ▪ Building strong professional relationships with a range of stakeholders ▪ Management of referrals from local and interstate dealers ▪ All aspects of sales including overcoming objections, networking and meeting and exceeding set sales targets and KPI’s▪ Cross selling insurance and warranty products and services ▪ Negotiation with finance companies for optimal financing for clients ▪ Training, mentoring and development of new staff on internal processes and procedures and performance standards Show less

▪ Creation of innovative and tailored financial solutions for clients ▪ Promotion of financial products across multiple lenders ▪ Maintaining expert knowledge of products available ▪ Building strong professional rapport with a range of stakeholders ▪ Use of computer systems including Advantedge, Adelaide Bank, Pepper, ING and Resimac to maintain customer details ▪ Training, mentoring and development of new staff in Customer Contact and Personal Banking roles ▪ Work… Show more ▪ Creation of innovative and tailored financial solutions for clients ▪ Promotion of financial products across multiple lenders ▪ Maintaining expert knowledge of products available ▪ Building strong professional rapport with a range of stakeholders ▪ Use of computer systems including Advantedge, Adelaide Bank, Pepper, ING and Resimac to maintain customer details ▪ Training, mentoring and development of new staff in Customer Contact and Personal Banking roles ▪ Work closely with the management team to manage outbound sales campaigns to increase revenue and overall customer satisfaction ▪ Meeting and exceeding set financial targets and KPI’s Show less

▪ All aspects of office administration including responding to volume telephone and email enquiries and greeting visitors at reception ▪ Provide software support and training to franchisees and their staff ▪ Coaching franchisees on new products and policies ▪ Maintaining compliance to legislation including training staff on legislative changes when required ▪ Management of quality assurance including internal franchisee audits and customer surveys to ensure continuous… Show more ▪ All aspects of office administration including responding to volume telephone and email enquiries and greeting visitors at reception ▪ Provide software support and training to franchisees and their staff ▪ Coaching franchisees on new products and policies ▪ Maintaining compliance to legislation including training staff on legislative changes when required ▪ Management of quality assurance including internal franchisee audits and customer surveys to ensure continuous improvement ▪ Travel coordination for the CEO and Senior Management Team including airfares, accommodation and transport ▪ Event coordination of the annual conference ▪ Development and maintenance of spreadsheets and reports to track, analyse and report on performance and sales data Show less