Alex Hallmond
Sunshine Coast
Summary
I am a talented Home and Small Business Lending Manager with a proven track record of providing financial services to clients while managing complex loan transactions. Seeking an opportunity use my passion for business development and winning transactions to exceed expectations.
I possess a deep understanding of deal structuring, credit analysis, and end-to-end loan origination. I offer excellent time management and task prioritization skills and love working with customers and referral partners to exceed expectations.
I have over 10 years experience as a lender in a number of different roles and banks, which I feel gives me a great understanding lending policy, process and credit thinking.
Overview
17
17
years of professional experience
Work History
Business Finance Manager
Westpac Bank
01.2023 - Current
- End to end Processing of Home and Business Lending (up to $1m) for self-employed customers.
- Built and maintained relationships with customers, Brokers and other third parties introducers.
- Identified opportunities to cross-sell and upsell loan products to customers.
Lending Specialist
Bank of Queensland
01.2019 - 01.2023
- Consistently achieved above my quarterly settlement targets
- Established 8 strong referrer relationship with accountant/solicitors/builders in the area
- Relationship/Portfolio Management
- Developed and maintained relationships with customers, lenders and other third parties.
- Processed loan applications and monitored progress from start to finish.
- Identified opportunities to cross-sell and upsell loan products to customers.
Lending Manager
Suncorp Bank
09.2017 - 12.2018
- Branch based Home Finance Manager
- Oversaw entire loan process to provide each client received exceptional service.
- Made recommendations after completing prospects' loan analysis.
Lending Specialist
Bank of Queensland
08.2015 - 09.2017
- Grew the branch lending book, making us #1 in our reporting region.
- Consistently exceeded Lending KPI targets
- Relationship/Portfolio Management
- Developed and maintained relationships with customers, lenders and other third parties.
- Processed loan applications and monitored progress from start to finish.
- Identified opportunities to cross-sell and upsell loan products to customers.
Local Business Banker
Westpac Bank
10.2007 - 05.2015
- Branch Based Small Business Banker
- Management of approx. 150 Small Business Connections
- End to end processing of Business and mixed lending applications
Education
Cert. III - Financial Services (Tier 2)
Kaplan Professional
02.2023
Cert. IV - Credit Management
Heritage Training Organisation
02.2016
Skills
- Business Development of new Home and Business Lending Opportunities
- Cultivating referral partners
- End to end processing of Home and Business Lending
- Adherence to Lending Regulations
- Reviewing Financial Statements
Additional Information
References can be provided upon request
Timeline
Business Finance Manager
Westpac Bank
01.2023 - Current
Lending Specialist
Bank of Queensland
01.2019 - 01.2023
Lending Manager
Suncorp Bank
09.2017 - 12.2018
Lending Specialist
Bank of Queensland
08.2015 - 09.2017
Local Business Banker
Westpac Bank
10.2007 - 05.2015
Cert. III - Financial Services (Tier 2)
Kaplan Professional
Cert. IV - Credit Management
Heritage Training Organisation
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