Sean White Email & Phone Number

Sydney, Nsw, Au

• Overall management of loans from pre-qualification through to approval and settlement process• Liaise with over 20 aggregator CFO’s of whom Paramount is on the panel, update aggregators of new products and commission updates • Management of all day to day operations of the company• Management of all staff related matters including recruitment, performance management, workflow, supervision, education and training • Training & staff updates on; Existing lenders on panel, Assessing credit criteria, Product and Training of new accredited brokers/distributors of Paramount’s Non Conforming & Commercial loan products • Setting of personal and employee monthly and yearly targets for sales, pricing and margins• Monitoring and assessment of business activities and outcomes against monthly and yearly targets • Development, implementation and training of company processes, policies and procedures that are in line with relevant legislation, regulations and industry codes of practice• Keep up to date with financial industry emerging trends, relevant legislation, regulation, code of practice and applied when conducting activities with clients • Performing thorough assessment of any current marketing opportunities, designing and implementing marketing strategies and educating staff on new strategies• Build and maintain professional relationships with the clients to ensure dealings are conducted ethically and in line with legislation and company policy

Au

• Manage the performance of 75 strong sales team to meet business targets • Manage high volume pipeline of loan applications from sales team• Monitor, review and present reporting to senior management on sales team targets and outcomes on monthly basis• Identify and monitor the legislative impacts on the industry • Liaise between the technical team and sales team to ensure processes, tools and procedures are up to date and in line with relevant legislative requirements • Liaise with key internal and external contacts to stay up to date on market trends• Identify market trends, gaps, niches and develop specific targeted marketing strategies • Leverage technical and industry-specific knowledge to develop strategic business development plans and B2B sales strategies• Develop incentive and marketing programs for clients • Oversee and conduct major business prospecting and bidding• Oversee and attend presentations and negotiations for major clients • Designed, wrote, delivered and implement training on key aspects of sales; o Lending Induction Course o Credit Assessment o Uniform Consumer Credit Code o Five C’s of Lending (Credit, Character, Collateral, Capacity, Common Sense) o Sales Trading (Phone, Internet, Face to Face, Prospecting and Presentation Skills)

Sydney, New South Wales, Au

• Investigate, document and analyse current business operations and processes in relation to the sales of loan and financial products • Identify and document legislative, Australian Standards and industry requirements in relation to loan operations and conduct business compliance analysis.• Document, present and discuss business compliance analysis to management and prioritise risks in terms of critical implications for the organization • Manage the reengineering of business processes, tools and templates to ensure compliance requirements are met and present to management for final approval • Facilitate the roll out and training of reengineered process, tools and templates to sales team• Implement a process of yearly review of industry standards, Australian Standards and legislative requirements to ensure continued compliance • Develop, write and facilitate induction courses: o For new Mortgage Lending Managers in Five C’s of Lending(Credit, Character, Collateral, Capacity, Common Sense) o Uniform Consumer Credit Code o Sales & business development

Sydney, New South Wales, Au

• Direct call center operations as a liaison between clients, supervisors, and call center employees.• Administer performance management by diagnosing improvement opportunities, providing effective feedback, coaching, training, professional development, and corrective action plans.• Perform quality checks, develop and review performance reports, identify areas to improve, and implement measures to improve performance levels and meet objectives.• Conduct group training sessions on financial products and services. • Develop sales techniques of each customer service representative to drive revenue growth • Manage the interviewing, hiring and training of customer service representatives. • Monitor interaction between staff and callers to ensure quality assurance standards• Review call center statistics to measure staff performance and the need for improvement• Building a team that effectively supports client programs, products and services• Driving the development of superior customer service and high performance• Leading workflow distribution and floor management to ensure service levels are satisfied• Hiring, training/developing, motivating, coaching, evaluating and retaining qualified staff• Maintaining service, talk/wrap time, data, and both client and consumer satisfaction levels• Attend regular OHS meetings to contribute to OHS concerns, including hazard identification tools, systems and processes• Liaise with OHS department to seek information and research, conduct inspections utilizing assessment tools, assess, mitigate and document OHS risks

Certificate Iv, Finance & Mortgage Broking

Certificate Iv, Training & Assessment

Education record