Financial Services Manager & Consultant
Sydney, Australia/San Francisco Bay Area
Advise an Australian-based private commercial lending company in various aspects of the business including strategic value-based selling, stakeholder mapping, business case definition, and data analysis; review current strategy, outline objectives, and conduct extensive industry sector, market, and competitor research. • Extensively involved in the development and implementation of business strategy including market analysis and business practices and procedures; identify and assess the positives and negatives of possible strategies and develop, advise about, and implement agreed upon solutions.• Conduct meetings with key stakeholders at all levels of the organization to demonstrate value across the entire product suite; partner with the executive team, brokers, sponsors, and solicitors throughout the loan process, from origination to funding, and through servicing.• Develop and deliver effective presentations to a wide variety of stakeholders.• Drive broker outreach and develop broker relationships to originate loans and identify solutions to client needs.• Promote a team-centric mentality; assist with hiring, training, and mentoring new employees. • Demonstrated ability to influence decision-making across the organization.• Established problem-solving techniques with internal and external colleagues to expedite loan processes/procedures.• Supported the Principal and four-person executive team in the development, implementation, and launch of the company and to establish creative deal structuring and bid strategy. • Played an instrumental role in the company’s attainment of a zero-default rate on loans under management.• Contributed to the successful implementation of $400K investment into mobility start-ups.• Worked with the Founder, CEO, and CFO to develop a loan portfolio of $110M within 18 months of inception.• Collaborated with founders, the CFO, and the legal team to facilitate investments of $500K in various start-up companies.