Meticulous Finance Consultant with experience in strategic marketing, financial analysis and client relations. Results-orientated, friendly and works well under pressure.
Overview
8
8
years of professional experience
Work History
Finance Consultant
MCCA Finance & Investment
Melbourne, VIC
03.2021 - Current
Assist clients in completing financial applications for loans, mortgages or other financial products.
Ensure all required documentation is collected accurate and submitted in a timely manner.
Conduct comprehensive credit checks and financial assessments to evaluate the creditworthiness of clients. Analyse credit reports, financial statements and payment histories to assess risk
Advise and provide guidance on the best loan structures or options available based on financial situation.
Ensure all applications and financial processes adhere to relevant regulations such as the NCCP act.
Prepare comprehensive financial reports and present findings clients and internal stakeholders.
Build and maintain strong relationships with clients, understanding their needs and delivering personalised financial solutions.
Offer training and mentoring junior staff on financial principles and best practices.
Attend regular training sessions conducted by external stakeholders such as regulators, financial institions or industry experts to focus on the latest financial regulations, market trends and best practices in credit assessment.
Events Security Supervisor
SecureCorp Pty Ltd
Melbourne Cricket Ground
08.2016 - Current
Ensuring that all patrons have a safe and eventful experience whilst providing highest level of customer service
Planning and executing strategies to ensure all events are a success
Leading and guiding a team
Ensuring all customer needs are met
Communicating with VicPol and events team to ensure a safe and smooth event
Briefing in excess of 100+ Guards
Attending and administrating First Aid when required
Coordinate Incident response and escalating as required
Providing Close Personal Protection to VIP guests
Education
Certificate of Compliance & Skills Evaluation -
Mortgage & Finance Association Australia
Authorised Officer Major Events Act 2009 -
Victorian Government
Melbourne, VIC
01.2023
Bachelor of International Business - Major in Finance & Management
La Trobe University
Melbourne, VIC
01.2019
Skills
Customer Service
Sales Management
Relationship Management
Team Building
Communication Skills
Analytical Skills
Customer Relationship Management (CRM)
Knowledge of Finance Compliance & Standards
Credit analysis
Risk Analysis
Sales expertise
Timeline
Finance Consultant
MCCA Finance & Investment
03.2021 - Current
Events Security Supervisor
SecureCorp Pty Ltd
08.2016 - Current
Certificate of Compliance & Skills Evaluation -
Mortgage & Finance Association Australia
Authorised Officer Major Events Act 2009 -
Victorian Government
Bachelor of International Business - Major in Finance & Management