A motivated people manager with proven talent to drive team spirit and morale while promoting sales techniques and methods via effective coaching and mentoring to achieve KPI's and goals.
Overview
20
20
years of professional experience
Work History
National Lending Manager
Prosperity Advisers
08.2024 - Current
Improved operational efficiency by identifying areas for improvement within the loan processing system, implementing changes as needed. Mainly with Broker Engine but also the end to end client and internal referrer experience.
Supervised team of Brokers, promoting positive environment and instilling a team mentality.
Prepared cash flow projections, cost analysis and monthly, quarterly reports.
Mentored junior team members to enhance their knowledge of lending products and processes.
Built an onboarding process for new hires
Attended and participated in Strategic meetings with the wider firm C suite and Directors.
Aussie Baulkham Hills Franchisee/Director
Aussie
05.2021 - 12.2023
Managed day-to-day operations including 3 store brokers and 1 admin
Coordinated successful promotional events aimed at increasing brand awareness and attracting new clientele
Ensured compliance with all franchisor requirements, maintaining high standards in product quality and customer service.
Improved overall customer experience by consistently delivering exceptional service and promptly addressing any issues or concerns.
Developed and executed local advertising campaigns to attract new customers and increase brand visibility within community.
Implemented business strategies, increasing revenue, and effectively targeting new markets.
Streamlined operational processes for improved efficiency and reduced costs across all aspects of franchise business.
Trained and guided team members to maintain high productivity and performance metrics.
Regional Manager
Aussie
07.2018 - 04.2021
NSW North West Regional Manager with a team of up to 50 Mortgage Brokers.
Enhanced team performance by providing regular coaching, training, and performance feedback.
Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
Promoted a culture of continuous improvement through ongoing process reviews, engagement initiatives, and open channels of communication.
Developed and executed successful business plans that resulted in improved market share and profitability within the region.
Forecasted sales and established processes to achieve sales objectives and related metrics.
Developed sales strategy based on research of consumer trends and market conditions.
Exceeded sales targets with well-developed sales strategy and empowering team coaching.
Director
The Social Mediators
03.2017 - 09.2018
Created social media content with consistent content and tone for 3 Mortgage Brokers and one Head Group.
Enhanced online engagement with creation of compelling content for various platforms.
Created shareable content that resonated with followers, driving increased engagement rates and audience growth.
Increased customer engagement through social media.
Franchise Development Manager
Smartline Personal Mortgage Advisers
05.2015 - 03.2017
Supporting NSW/ACT State Manager in strategy and direction of 90+ Franchisee business
Enhanced franchisee satisfaction with regular communication, support, and training resources.
Provided ongoing coaching and mentoring to franchisees, enhancing their overall business acumen and success rates.
Implemented standardized operating procedures for improved operational efficiency across all franchises.
Education
Diploma of Finance and Mortgage Broking Management -