• Project management, execution of strategic priorities, management of CRM• Governance• Event management• Policies

• Lead the operations team of 10 which include onboarding of new brokers, maintenance of broker accreditations and the pre-credit function using Salesforce and nCino. • Execute strategic priorities such as Backchannel Messaging in LoanApp, Introducer Connect, digitizing broker accreditations and integration of loans in LoanApp, and accreditation remediation of data between Salesforce & nCino.• Management of key systems – CoreLogic, Valocity, LoanApp.• Drive Business Improvement and… Show more • Lead the operations team of 10 which include onboarding of new brokers, maintenance of broker accreditations and the pre-credit function using Salesforce and nCino. • Execute strategic priorities such as Backchannel Messaging in LoanApp, Introducer Connect, digitizing broker accreditations and integration of loans in LoanApp, and accreditation remediation of data between Salesforce & nCino.• Management of key systems – CoreLogic, Valocity, LoanApp.• Drive Business Improvement and Customer Experience.• Policy and Procedure governance. Show less

• Lead the aggregator operations team of 15 which include onboarding of new brokers, maintenance of broker accreditations and the broker payment function which includes commission payments and enquiries to over 5,000 brokers and control of workflows and processes across Plan, Choice and FAST. • Manage Change in the team, particularly the sale of the Broker Aggregation business from NAB to Loan Market in March 2021.• Proactively and effectively engage across a broad range of… Show more • Lead the aggregator operations team of 15 which include onboarding of new brokers, maintenance of broker accreditations and the broker payment function which includes commission payments and enquiries to over 5,000 brokers and control of workflows and processes across Plan, Choice and FAST. • Manage Change in the team, particularly the sale of the Broker Aggregation business from NAB to Loan Market in March 2021.• Proactively and effectively engage across a broad range of stakeholders, aggregators, and with brokers directly.Team key tasks include: Broker identification and compliance documents checks Onboarding and offboarding of brokers Processing lender accreditations requests Commission payment control checks Show less

• Lead the aggregator operations team of 15 which include onboarding of new brokers, maintenance of broker accreditations and the broker payment function which includes commission payments and enquiries to over 5,000 brokers and control of workflows and processes across Plan, Choice and FAST. • Manage Change in the team, particularly the sale of the Broker Aggregation business from NAB to Loan Market in March 2021.• Proactively and effectively engage across a broad range of… Show more • Lead the aggregator operations team of 15 which include onboarding of new brokers, maintenance of broker accreditations and the broker payment function which includes commission payments and enquiries to over 5,000 brokers and control of workflows and processes across Plan, Choice and FAST. • Manage Change in the team, particularly the sale of the Broker Aggregation business from NAB to Loan Market in March 2021.• Proactively and effectively engage across a broad range of stakeholders, aggregators, and with brokers directly. Show less

• Developing, implementing & reviewing operations strategies• Running the day-to-day operations • Planning and overseeing change• Management of communications• Analysing and improving processes• Risk & Compliance• Leadership

• Deliver the PU risk and compliance obligations, including risk forum papers, annual compliance reviews, managing Risksmart, and change and business improvement activities related to risk and compliance for FAST.• Deliver the FAST Professional Development program and budget, including deliver all professional development events in a highly organised, structured approach to deliver professional development events to the highest quality.• Responsible for all FAST communications; internal… Show more • Deliver the PU risk and compliance obligations, including risk forum papers, annual compliance reviews, managing Risksmart, and change and business improvement activities related to risk and compliance for FAST.• Deliver the FAST Professional Development program and budget, including deliver all professional development events in a highly organised, structured approach to deliver professional development events to the highest quality.• Responsible for all FAST communications; internal and external to brokers, and lenders, consistently executing at a high standard. Show less

• Identify, design, develop and facilitate content for credit assessor training and provide tools to bridge capability gap. • Provide on the floor coaching on home lending scenarios, policy and system enquiries to bankers and Business Development Managers.• Manage risk and business impact on proposed policy changes, create collateral to facilitate monthly policy changes to over 100 credit assessors.• Manage DCA of $2.6m – Level 4 credit manager. • Provide support to the… Show more • Identify, design, develop and facilitate content for credit assessor training and provide tools to bridge capability gap. • Provide on the floor coaching on home lending scenarios, policy and system enquiries to bankers and Business Development Managers.• Manage risk and business impact on proposed policy changes, create collateral to facilitate monthly policy changes to over 100 credit assessors.• Manage DCA of $2.6m – Level 4 credit manager. • Provide support to the Predictive Conduct Responsible Lending review as QA to auditors.• SME for Remediation Reviews and implementation of Best Practice from findings. Show less

• Business Banking Customer Service Delivery (BBCSD) – Operational Excellence Secondment for 11 months to provide support to State Lead and coach to Senior Leaders through providing insights, guidance, and advice, as well as holding leadership teams accountable for execution and delivering Relationship Excellence. Responsible for daily and weekly coaching of Sales Leaders using the Customer Experience Board including sales meetings, capability sessions, observational coaching, and funnel… Show more • Business Banking Customer Service Delivery (BBCSD) – Operational Excellence Secondment for 11 months to provide support to State Lead and coach to Senior Leaders through providing insights, guidance, and advice, as well as holding leadership teams accountable for execution and delivering Relationship Excellence. Responsible for daily and weekly coaching of Sales Leaders using the Customer Experience Board including sales meetings, capability sessions, observational coaching, and funnel management. The role also included facilitating Master Classes to SGMs, SOMs, RBEs and BBEs nationally.• Small Business Banking Branch Closure Readiness Pilot - Design and lead team of two on customer education to use Business Servicing Team, Australia Post, and Internet Banking enabling customers to reduce Over The Counter (OTC) transactions.• NAB Business Valuations – Improve banker capability of ordering valuations in VIC and NSW to reduce $1m in error expenses and improve customer experience through webinar and NABit training, in addition to the introduction of mandatory pre-credit processes.• Business Lending Valuations Governance Forum – Business & Private Banking representative ensuring development and execution of the valuations strategy and service delivery for the enterprise with strong focus on communications to bankers as continuous improvement.• Property planning and network strategy for future state of Business Banking Centres to reduce costs from operating under multiple locations nationally. Show less

• Manage Delegated Lending Authority• Manage a portfolio of medical practitioners with aggregated business & personal lending. • Kaizen/Lean Champion - facilitated colleagues to learn & adopt efficient processes.

• Jointly manage a portfolio of SME property clients with aggregated business & personal lending.• Kaizen NAB/Lean Champion: facilitated colleagues to learn & adopt efficient processes and foster knowledge sharing.Kaizen NAB/Lean Champion: facilitated colleagues to learn & adopt efficient processes and foster knowledge sharing.

Co-managed over 260 students with management of day to day operations and administration of the program