Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies
Timeline
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Hilary Holliday

Hilary Holliday

Business Development Manager
Perth,WA

Summary

I'm a self motivated financial professional with 30 years of banking & finance experience, specialising in mortgage broking with a keen interest in business development & social media.

Overview

23
23
years of professional experience

Work History

Managing Director

Miss Mortgage & Associates
09.2006 - Current
  • Responding to home loan inquiries & preparing applications for online submission
  • Nurturing client relationships by maintaining regular contact to complete annual loan reviews
  • Completing quarterly compliance reviews to ensure Australian Credit Licence obligations are met
  • Processing quarterly BAS statements & ensuring tax instalments are paid on time
  • Creating social media campaigns to generate business from online marketing

Property Wealth Consultant

Momentum Wealth
09.2005 - 09.2006
  • Employed to set up a finance division for a buyer's agency business
  • Managed a team of mortgage brokers & admin staff
  • Interviewed clients to identify property ownership goals & present strategic plans for wealth creation
  • Identified cross selling opportunities to promote other value added services (buyer's agent & property management)
  • Successfully established a profitable finance team
  • Paid attention to detail while completing loan applications
  • Worked well in a team setting, providing support and guidance
  • Applied effective time management techniques to meet tight deadlines

Business Development Manager

Ashe Morgan Winthrop
09.2004 - 09.2005
  • Employed to source residential mortgage business for a company that specialised in commercial mortgages
  • Interviewed clients, completed fact find, assessed client needs & completed loan applications
  • Achieved sales goals and service targets by cultivating and securing new customer relationships
  • Processed loan applications from lodgement through to settlement
  • Developed a referrer network of Accountants & Financial Planner to generate a flow of home loan business
  • Attended networking functions to generate new business opportunities

Trainee Financial Planner

Ledger Financial Services
01.2004 - 08.2004
  • Interviewed clients to identify opportunities for finance business & risk business
  • Prepared insurance quotes to present to clients
  • Assisted in-house finance broker with submitting loan applications
  • Cultivated interpersonal skills by building positive relationships with others.
  • Skilled at working independently and collaboratively in a team environment.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Paid attention to detail while completing assignments.
  • Worked effectively in fast-paced environments.

Mobile Mortgage Manager

BankWest
12.1999 - 09.2003
  • Sourced home loan business through generation of referrals from own network
  • Established a referral network of Accountants, Financial Planning & Real Estate Agents
  • Identified cross selling opportunities for other BankWest products & services (loan protection insurance, conveyancing, credit cards)

Education

Advanced Diploma of Financial Services - Financial Planning

International Institute of Technology
Sydney, NSW
2010

Diploma of Financial Services - Mortgage Broking Management

MyFeng
Perth, WA
2010

Certificate in Commercial Lending -

Southern Sydney Institute of TAFE
Sydney, NSW
2005

Certificate IV in Financial Services - Mortgage Broking

Southern Sydney Institute of TAFE
Sydney, NSW
2004

Diploma of Financial Services - Financial Planning

Deakin University
Geelong, VIC
2004

Bachelor of Commerce - Management & Marketing

Curtin University of Technology
Perth, WA
1997

Skills

  • Business Development
  • Relationship Building
  • Mortgage Lending
  • Social Media Marketing
  • Customer Relationship Management
  • Organisational Skills
  • Time Management
  • Attention to Detail
  • Teamwork
  • Problem solving skills

Accomplishments

Established a profitable business with $45m under management in residential mortgages.

Finalist in the 2015 Australian Trust Awards for providing the most consistent heartfelt service (Most Trusted Customer Service Category).

Awarded Top Salesperson for the month in 2003 on the mobile lending team at BankWest.

Awarded Highest Dollar Earner for Home Loan Sales in 2002 on the mobile lending team at BankWest.

Awarded Top Performing MBM in 2001 on the mobile lending team at BankWest.

Hobbies

Walking

Yoga

Travel

Reading


Timeline

Managing Director

Miss Mortgage & Associates
09.2006 - Current

Property Wealth Consultant

Momentum Wealth
09.2005 - 09.2006

Business Development Manager

Ashe Morgan Winthrop
09.2004 - 09.2005

Trainee Financial Planner

Ledger Financial Services
01.2004 - 08.2004

Mobile Mortgage Manager

BankWest
12.1999 - 09.2003

Advanced Diploma of Financial Services - Financial Planning

International Institute of Technology

Diploma of Financial Services - Mortgage Broking Management

MyFeng

Certificate in Commercial Lending -

Southern Sydney Institute of TAFE

Certificate IV in Financial Services - Mortgage Broking

Southern Sydney Institute of TAFE

Diploma of Financial Services - Financial Planning

Deakin University

Bachelor of Commerce - Management & Marketing

Curtin University of Technology
Hilary HollidayBusiness Development Manager