• Specialist in the analysis of customer financial condition and authorisation of customer credit lines.• Writer of loan applications covering all areas of broker equipment finance.• Responsible for the expansion of broker client book, sales and lead generation, networking and referral development.• Examiner of all essential customer records in line with company procedures, including financial transactions and credit history case by case (applications, statements, balance sheets, legal documents, savings data, schedule history etc.)• Relationship development with industry contacts including equipment suppliers, accountants, banks, non-bank lenders and financial experts.

RESPONSIBILITIES• Writer of simple and complex finance applications for equipment finance for three fully operational finance brokers with an extensive client base focused primarily in the transport, construction, earthmoving and rail industries. • Detailed analysis and performance review of financial information and forecasts of multi-entity companies, trusts, partnerships and sole traders. • Analysis of client background, data and budgeting to report on business performance across key sectors in transport, construction, earthmoving and government projects. • Relationship development with industry contacts including equipment suppliers, accountants, banks (big four banks), second tier lenders, cash flow lenders and financial experts. • Sales and lead generation, networking and referral development. Phillips Basile Equipment Finance is one of the best up and coming finance broking firms in Victoria that have access to a variety of resources to ensure the most professional experience possible relating to commercial lending. - 2018: Won the CAFBA best up and coming firm.- 2019: CAFBA finalist for best broking firm with under five brokers.- 2019: Won Westpac Broking firm of the year.

RESPONSIBILITIES • Managed client lists and funding requirements for two fully operational finance brokers with their client base focused primarily in the crane and access industry and the aviation industry.• Advised and assisted clients to source financial loans. E.g. Chattel Mortgage, Novated Lease, Lease, Letters of Credit, Escrow Funding and Rent to Buy.• Drafted, submitted and settled client applications for finance, including all associated legal documentation. • Developed a rapport with clients that focused on delivering outstanding service and ensured that we drove customer value as our main priority whilst managing their expectations. Quantum Business Finance is one of Australia’s best connected and resourced Equipment Finance Broking firms. They provide Motor Vehicle and Equipment Finance to individuals in business, and to all business types from sole traders through to listed companies. They have the expertise and the industry contacts to choose the right bank, get the right facility, expertly complete finance submissions, and deliver the best possible outcome on the best possible terms.

RESPONSIBILITIES• Examined and evaluated applications for equipment finance received from finance brokers through analysis of company financials and industry trends. • Team engagement to workshop high risk finance applications that required extensive vetting and analysis of data. In 2011 I moved to a different component of the Finance Broking game and took a role with BOQ Equipment Finance as a Credit Officer. The credit officer role assisted with my development in the Finance Lending industry by having full exposure as to how banks received, processed and assessed finance applications from brokers.