Australian Broker Best BDM's in Australian - 5 Star BDM 2023
VOW/YBR Commercial BDM Awardee 2023
Overview
12
12
years of professional experience
Work History
Senior Business Development Manager
ORDE Financial
02.2021 - Current
Launch Third Party Distribution in NSW as one of the first members of the Distribution team in Sydney
Build a portfolio from zero brokers and creating a platform of consistent standard brokers (via direct ACL Agreements) prior to launch of any aggregator appointments
Participation to launch Mortgage Management Appointment
Participate in executive discussions on but not limited to;
Pricing and product development / enhancement
Appointment of Aggregation Partners
Broker Communications and Education Roll Out
Deliver growth results for ORDE and positive market exposure
Acting in a capacity of Marketing Manager to deliver brand assets to help underpin growth across Australia including creating of Social Medica channels to grow exposure
Creation of one-to-one and bespoke events in NSW for ORDE
Negotiating and successfully appointing Aggregation partners
Deep credit knowledge and understanding around complex non-bank, non-conforming transactions across Residential, Commercial, SMSF, Non-Resident, Ex-Pat, Highest and Best Use and Residual Stock transactions.
Highest portfolio of diversified volume consisting of full and alt-doc business
Educate brokers to diversify outside of Residential lending.
Business Development Manager
Resimac
02.2019 - 02.2021
Lead BDM for the NSW AFG and Loan Market Portfolio
Responsible for growing the market share with AFG and Loan Market
Maintain and growing what was a non-producing portfolio to having a 60% application rate for 400 brokers (active brokers)
Educate brokers on Non-Bank, Alt-Doc Lending in order to increase footprint and volume
After three (3) months in the role, I consistently achieved on or above my allocated monthly target
Nationally top 2 - 3 BDM for 2 years
Mortgage Broker
Mortgage Choice in Concord
02.2018 - 02.2019
Listed below are a few skills which I have developed/practised at Mortgage Choice:
Customer face-to-face Interviews and Loan Presentations (including outside office);
Work existing database to engage with dated enquires
I have managed to convert 3 years old leads to settlements;
Present clients with a sweep of services, including but not limited to; Property Advisory, Insurance, Financial Planning & Car/Equipment Finance;
Hand-Holding clients through the Property Engagement process and ensuring the Finance Solution is suitable for that Security and Settlement Period;
Assist and educate client on Purchasing a Property through their Self-Managed Superfund with the assistance of a Finance Planner;
Use existing database to Invite clients to Property Events/Seminars to create Market Awareness and Investment engagement;
Educate clients on the niche within non-bank intuitions (i.e
Pepper, Bluestone) during this tight lending environment;
Educate clients on the importance of the loan process, including specific lender requirements to ensure the submission to settlement process is as quick and painless as possible;
Create awareness to the client that a Broker relationship exists post-settlement;
Request and nurture client referrals;
Tee-up meeting with Real-Estate Agents, Accountants etc to create referral connections;
Create relationships with lender BDM's, Solicitors, Property Advisors, Agents, etc to satisfy all settlement requirements without hassling the client.
Mortgage Choice has been a fundamental foundation in my career growth as it has allowed me to use my best skills/qualities to create relationships/engagement and provide the customer with the very best service and knowledge
It has also diversed my knowledge in Property, Insurances, Financial Planning and SMSF lending
Senior Mortgage Broker
Rate Comparison
11.2016 - 01.2018
Listed below are a few skills that I have developed in the Fintech space:
Reach Company KPI's of 100+ phone calls a day;
Provide clients with an extensive phone based customer service;
Output at least 5 finance quotes a day
With a personal maximum of 18 in one day;
Receive at least 5 client Fact Finds per week;
Of the client Find Finds received, review serviceability for the desired loan and provide them with a "Assessment Calculator and Letter" based off the information provided on the Fact Find
This allows the customer to review their maximum borrowing power, rate/s they qualify for and supporting documents required to achieve this rate;
Convert at-least 5 weekly Fact Finds in to 3-4 qualified applications;
Understand and have a well-versed product knowledge in the lenders frequently used;
Work through complex "non-vanilla" scenarios and provide the customer with a short-term solution with the long-term goal of moving them back to prime lending;
Debt consolidation solutions;
Strict same-day-in, same-day-out policy;
Ensure the customer is receiving a full customer service experience.
Rate Comparison has given me complete insight into the Fintech operations of a Mortgage Brokerage
It provided me with unlimited leads of which I had the responsibility of qualifying
Over time, I was able to perform and qualify clients with my own value proposition.
Intermediate Insolvency Accountant
Cor Cordis
04.2012 - 09.2016
Listed below are a few skills that I have developed in in the insolvency industry:
Complete work efficiently and accurately as instructed by Manger / Senior;
Ensure that correspondence is drafted at a professional standard;
Obtaining a thorough understanding of insolvency and administration procedures;
Able to plan and prepare work according to specific deadlines;
Proficient in using relevant search engines to undergo further investigations (including, ABR and VEDA);
Minutes Secretary and preparation of draft minutes and meeting folder to include specific documentation relevant to the meeting;
Draft and prepare Reports and Circulars to Creditors;
Completing Remuneration Reports;
MYOB Data entry;
Liaising with Directors and Creditors.
Cor Cordis has provided me with valuable insolvency experience as well as excellent communication skills as I have had the opportunity to work on a wide variety of administrations
I have built strong written, verbal and organisation skills through preparing creditor reports, written correspondence as well as daily liaison with directors, creditors and other stakeholders.
Administration / Marketing Assistant
Cor Cordis
09.2013 - 09.2014
During my time at Cor Cordis, there was a period I worked for the Company on casual basis in order to focus on University Studies at the time (of which I did not complete)
My role included, but not limited to the following tasks:
Reception Duties (Including; Mail Disbursements and Phone Etiquette)
No Degree - Business Administration (Did Not Finish)
Macquarie University
Sydney, NSW
01.2012
Skills
CRM / Sales Force Management, Reporting
Business Planning
Goals and Performance
Strategic Business Planning
Social Media Platforms
Broker Acquisition
New Business Development
Partnership Management
Marketing
Business Administration
Business Management and Development
Verbal and Written Communication
Event Planning
References
Available Upon Request
Work Preferences
TBC, Full Time, Certificate IV in Finance and Mortgage Brokering, 2017, Marist Sisters College, Woolwich, 2011, Australian Citizen
Skills Profile
Microsoft Dynamics (CRM), SalesForce (CRM), Prime (Workflow Management), EziDox (Secure Document Collection Portal), Microsoft Office (all versions), Google Sweep (Sharing, Email, Sheets etc), Mortgage Choice Aggregation Software, Fleats - eChoice Aggregation Software, Throughout my professional career, I have developed excellent analytical and communication skills. I am able to visualise and solve problems to make an accurate and informed decision. I relish the fact that I enjoy challenging and difficult tasks. I intend to demonstrate dedication, skill and professionalism throughout my work. Due to my career experience, I have affirmed organisation and teamwork skills.
Hobbies And Interests
My personal interests are in interior design and nutrition. Whilst these seem like recreational interests, through these I have learnt a great deal about myself and attained certain values and virtues that I hold dearly. I also am passionate about travel and have great ambition to continue my international travels to experience diverse cultures.
Personal Information
Date of Birth: 01/08/94
Timeline
Senior Business Development Manager
ORDE Financial
02.2021 - Current
Business Development Manager
Resimac
02.2019 - 02.2021
Mortgage Broker
Mortgage Choice in Concord
02.2018 - 02.2019
Senior Mortgage Broker
Rate Comparison
11.2016 - 01.2018
Administration / Marketing Assistant
Cor Cordis
09.2013 - 09.2014
Intermediate Insolvency Accountant
Cor Cordis
04.2012 - 09.2016
Certificate IV Finance And Mortgage Broking -
Kaplan Professional
No Degree - Business Administration (Did Not Finish)