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Ursula Coetzee Email & Phone Number

Private Banker at BOQ Specialist
Location: Greater Melbourne Area, Australia 7 work roles 2 schools
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Current company
Role
Private Banker
Location
Greater Melbourne Area, Australia
Company size

Who is Ursula Coetzee? Overview

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Quick answer

Ursula Coetzee is listed as Private Banker at BOQ Specialist, a with 222 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Ursula Coetzee.

Ursula Coetzee previously worked as Residential Property Advisor - Business Development, Buyer & Vendor Advocate, Real Estate Sales at Propertyduo and Corporate Account Manager at Console Group. Ursula Coetzee holds Certificate Iv In Finance And Mortgages from Kaplan Australia.

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BOQ Specialist

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Profile bio

About Ursula Coetzee

I am a results orientated and dedicated financial specialist with over 20 years banking experience. With a natural flair for building relationships, I am tireless in my pursuit of the best possible outcome for my clients.From new practice set-ups, equipment and fit-out finance, to practice property acquisition and goodwill finance, I work with my clients to find financial solutions for each unique circumstance be it for a sole practitioner starting out or an established multi-partner practice.If you would like to discuss how I can help you establish a professional financial framework, please feel free to get in touch.

Listed skills include Project Management, Product Development, Product Management, Marketing Management, and 31 others.

Current workplace

Ursula Coetzee's current company

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BOQ Specialist
Boq Specialist
Private Banker
australia
Employees
222
AeroLeads page
7 roles

Ursula Coetzee work experience

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Private Banker

Current

120 Collins Street . Melbourne, Victoria,3000

Oct 2018 - Present

Residential Property Advisor - Business Development, Buyer & Vendor Advocate, Real Estate Sales

360 Collins Street, Melbourne

Established in 1993, WBP Group is one of Australia’s largest, independent property valuation and advisory firms. The advisory arm was established in 2011 and was renamed Property Duo in 2017.Tasks> residential property advice> real estate buyer advocacy> vendor advocacy> property investment portfolio reviews> property research and inspections> due diligence and document preparation> auction bidding and representation> contract negotiation> investment property seminars> sales relationships with banks, mortgage brokers, finance brokers, financial planners and solicitorsAchievements> secured new leads from existing clients and network relationships> established new referral partner relationships> one of the highest performing team members+61 427 928 411ursula.coetzee@propertyduo.com.auhttps://wbpgroup.com.auhttps://propertyduo.com.au

Jun 2017 - Sep 2018

Corporate Account Manager

Melbourne Victoria

An outstanding Account Manager successfully strengthening relationships. Having a clear understanding of what each client wants to achieve as a business in order to ensure a solution that will deliver. My customer-focused and proactive approach, coupled with my out of the box problem solving abilities ensure sustainable and profitable relationships.

May 2015 - May 2017

Sales Executive

As a Sales Executive for Victoria and Tasmania at Console/PropertyIQ, I am responsible for all BDM and sales activities to ensure our clients are able to experience the efficiency, PropertyIQ real estate software solutions can deliver for their business.CoreLogic RP Data and Macquarie Business Banking have launched PropertyIQ, a software joint venture that is designed to make agencies more efficient by integrating workflow with data, analytics and banking.PropertyIQ will initially deliver three software options – Connect for agents, Portfolio for property managers and Strata for strata managers.PropertyIQ Connect will give agents the chance to list and sell on the spot by allowing them to draw on CoreLogic RP Data’s national property database and view real-time market information.PropertyIQ Portfolio is a property management and trust accounting system that aims to help agencies keep track of activities in their rental portfolio and automate routine activities so they can be more responsive to the needs of landlords and tenants.PropertyIQ brings together all of the systems they require into one package, integrating banking and data, and filling the gap between the industry’s software, banking and data needs.This is the first time in Australia that two leading corporate organisations with such deep knowledge and expertise in real estate and strata services have come together to provide technology specifically designed to respond to market needs.The joint venture will allow agencies to make better real-time decisions to grow their businesses.At PropertyIQ we are able to deliver an end-to-end view of real estate sales and rental portfolios with actionable insights for growth opportunities.

May 2015 - Oct 2016

Senior Sales Consultant

Melbourne, Australia

Sales Consultant•Responsible for attending appraisals and open inspections for clients.Negotiating contracts with Vendors and purchasers.•Performed cold calling of leads and past contacts to develop relationships and appointments for appraisals.•Attended weekly sales meetings and reviewed sales and marketing activities.•Ongoing prospecting and marketing activities to build profile in the local area.

Oct 2012 - May 2015

Coo

•Key Account managementMaintained in excess 30 relationships of top supporting mortgage brokers.•Identified new sources of business and negotiated contracts.•Developed annual Business Plans and budgets.•Experienced in mortgage origination and managed a staff compliment of 35.•Monthly financial reporting to management.•Delivered diverse financial services off the internet, home loans, insurance and bridging finance.•Leveraged off relationships and expertise within the group as needed.•Managed and maintained a marketing budget of $3 million+.•Responsible for the departmental budget income and expenses.

Feb 2004 - Mar 2011

Key Account Manager

Barclays Africa Group Limited

National Manager Mortgage Originators•Developed and maintained relationships with external sources of business.•Ensured optimal profitability was maintained with key stakeholders.•Developed strategic initiatives for external sources to compliment or support home loan objectives.•Maintained and developed internal stakeholder relationships.•Entered into new agreements with intermediaries.•Translated the ABSA home loan strategic plan into an operational and tactical plan.

Feb 2007 - Nov 2007
Team & coworkers

Colleagues at BOQ Specialist

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2 education records

Ursula Coetzee education

FAQ

Frequently asked questions about Ursula Coetzee

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What company does Ursula Coetzee work for?

Ursula Coetzee works for BOQ Specialist.

What is Ursula Coetzee's role at BOQ Specialist?

Ursula Coetzee is listed as Private Banker at BOQ Specialist.

Where is Ursula Coetzee based?

Ursula Coetzee is based in Greater Melbourne Area, Australia while working with BOQ Specialist.

What companies has Ursula Coetzee worked for?

Ursula Coetzee has worked for Boq Specialist, Propertyduo, Console Group, Harcourts Real Estate, and Property24.

Who are Ursula Coetzee's colleagues at BOQ Specialist?

Ursula Coetzee's colleagues at BOQ Specialist include Sophie England, Lara Puglisi, Alim Mustafa, Joe De Sousa, and Shital Keshvani.

How can I contact Ursula Coetzee?

You can use AeroLeads to view verified contact signals for Ursula Coetzee at BOQ Specialist, including work email, phone, and LinkedIn data when available.

What schools did Ursula Coetzee attend?

Ursula Coetzee holds Certificate Iv In Finance And Mortgages from Kaplan Australia.

What skills is Ursula Coetzee known for?

Ursula Coetzee is listed with skills including Project Management, Product Development, Product Management, Marketing Management, Long Term Customer Relationships, Sales Management, Financial Services, and Budgets.

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