Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Languages
Interests
Timeline
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Geordie Scott

Geordie Scott

Summary

Dynamic and adaptable finance professional with a proven track record performing at a high-level at large scale financial services organisations, excelling in business development and portfolio management. Recognised for mentoring junior staff and fostering strong client relationships, leveraging critical thinking and attention to detail to drive business growth and enhance customer satisfaction. Committed to delivering tailored financial solutions, whilst also embracing learning new skills in order to continue to enhance my career and knowledge-base.

Overview

6
6
years of professional experience

Work History

Finance Broker

Campbell & Barr Finance
07.2024 - Current
  • Managed client portfolios to optimize investment strategies and enhance financial outcomes.
  • Conducted market analysis to identify trends and inform clients' financial decisions.
  • Collaborated with lenders to secure financing options that best fit clients' requirements.
  • Mentored junior brokers, enhancing team performance and knowledge sharing within the organization.

Senior Home Lending Executive

Commonwealth Bank
01.2023 - 07.2024
  • Analyzed market trends to inform executive decision-making and drive business growth strategies.
  • Facilitated training sessions for team members, fostering professional development and improving skill sets.
  • Mentored junior staff members for accelerated career growth, developing future leaders within the organization.
  • Established long-term client relationships through consistent delivery of high-quality products and services.

Premier Banker

NAB
10.2021 - 12.2023
  • Cultivated relationships with clients to understand financial needs and provide tailored banking solutions.
  • Facilitated onboarding processes for new clients, ensuring smooth transitions into banking services.
  • Analyzed client accounts to identify opportunities for cross-selling additional products and services.
  • Developed personalized financial plans for clients, aligning strategies with their long-term goals and aspirations.

Direct Lending Specialist

NAB
05.2020 - 10.2021
  • Evaluated financial documents to determine creditworthiness of applicants.
  • Assisted customers with loan applications and eligibility assessments.
  • Maintained up-to-date knowledge of lending policies and regulations.
  • Collaborated with underwriting team to facilitate timely loan decisions.

Home Loans Banker (NAB Broker)

NAB
01.2020 - 05.2020
  • Processed loan applications efficiently, ensuring compliance with regulatory standards.
  • Identified customer needs through active listening, recommending appropriate banking products and services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.

Dispute Resolution Specialist (Secondment)

NAB
11.2019 - 01.2020
  • Resolved customer disputes by utilizing effective communication and negotiation techniques.
  • Conducted thorough investigations into complaints to ensure accurate resolution outcomes.
  • Collaborated with cross-functional teams to streamline dispute resolution processes.
  • Analyzed customer feedback to identify trends and improve service delivery.
  • Provided timely updates to stakeholders regarding dispute status and resolutions achieved.

Outbound Retention Specialist

NAB
07.2019 - 11.2019
  • Engaged in continuous learning about industry trends to contribute innovative ideas for retention tactics.
  • Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
  • Developed strong relationships with key accounts, ensuring ongoing satisfaction and long-term commitment.
  • Boosted revenue through upselling and cross-selling opportunities during customer interactions.

Education

Certificate IV in Mortgage Broking & Finance - Finance

KAPLAN
Sydney, NSW
07-2024

Bachelor of Business - Business

Swinburne University of Technology
Melbourne, VIC
11-2018

Professional Banking Fundamentals - Banking And Finance

FINSIA
Chartered Banking Institute
09-2022

Diploma of Business - Business

Swinburne University of Technology
Melbourne, VIC
11-2015

Skills

  • Attention to detail
  • Time management
  • Critical thinking
  • Active listening
  • Investment strategies
  • Portfolio management
  • Credit assessment

Accomplishments

  • Banker Of The Month on numerous occasions
  • Promoted 3 times in 3-year period
  • Requested to train and mentor junior staff members
  • Education accomplishments include the following (Diploma of Business):
  • High Distinction in Unit: Establishing The Marketing Mix
  • Distinction in Unit: Undertake Project Work
  • Distinction in Unit: Manage Remuneration And Employee Benefits
  • Distinction in Unit: Implement Continuous Improvement

Affiliations

  • Director of Cricket and Board Member at Seaford Tigers Cricket Club
  • AFCA Member
  • MFAA Member
  • Regulator Donator to both The Heart Foundation & Cerebral Palsy Alliance

Languages

Italian
Limited Working

Interests

  • Music & Film
  • Sport & Outdoor Recreation
  • Literature & Reading

Timeline

Finance Broker

Campbell & Barr Finance
07.2024 - Current

Senior Home Lending Executive

Commonwealth Bank
01.2023 - 07.2024

Premier Banker

NAB
10.2021 - 12.2023

Direct Lending Specialist

NAB
05.2020 - 10.2021

Home Loans Banker (NAB Broker)

NAB
01.2020 - 05.2020

Dispute Resolution Specialist (Secondment)

NAB
11.2019 - 01.2020

Outbound Retention Specialist

NAB
07.2019 - 11.2019

Certificate IV in Mortgage Broking & Finance - Finance

KAPLAN

Bachelor of Business - Business

Swinburne University of Technology

Professional Banking Fundamentals - Banking And Finance

FINSIA

Diploma of Business - Business

Swinburne University of Technology

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Geordie Scott