Hi, I’m
James Martin
Settlement Manager
Albert Park,VIC
I believe you have to be willing to be misunderstood if you're going to innovate.
Jeff Bezos
Summary
Hardworking and hungry Settlements Manager with strong abilities in planning and problem-solving. Offering versatility, experience and efficiency. Highly-motivated employee with desire to take on new challenges. Very quick at mastering new skills.
Overview
8
years of professional experience
Work History
Global Change SolutionsMelbourne, Victoria
Founder & CEO
09.2023 - Current
Job overview
- Solved organizational and departmental problems by implementing successful corrective action plans.
- Eliminated company bottlenecks, reduced financial obstacles and addressed work constraints to promote overall growth.
- Defined and conducted design processes at all stages, including research, conceptualization, testing and implementation.
- Devised organizational vision, mission and foundational structure to facilitate early growth.
- Hired, approved and negotiated contracts with partners.
- Implemented strategic offerings to enhance company's suite of products and services.
- Executed on-time, under-budget project management to adhere to project road map.
FinancePath & Blu MortgagesMount Waverley, VIC
Settlement Manager
05.2022 - 12.2023
Job overview
- Manage a monthly settlement target of $30 million.
- Up-skilled employees to maximize team and company performance.
- Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
- Reviewed, re-wrote and implemented new processes for both businesses in order to maximise efficiency and company profits.
Freedom Property InvestorsSouthbank, VIC
Settlement Specialist
01.2022 - 05.2022
Job overview
- Settled an approximated $36Million worth of residential lending and SMSF purchases, refinances and deposits
- Used Hubspot and Google Sheets to produce reports and business correspondence.
- Juggled multiple projects and tasks to ensure high quality and timely delivery.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
Westpac GroupMelbourne , VIC
Mortgage Consultant
06.2021 - 01.2022
Job overview
- Served as liaison between borrowers and lenders and collaborated with both parties to obtain optimal loans for home purchases.
- Spent ample time with each applicant to break down complex information into terms that easy to understand.
ANZDocklands, VIC
Small Business Banker
02.2021 - 06.2021
Job overview
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Responded to 35 complex inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
WestpacMelbourne, VIC
Hardship Banker
12.2019 - 02.2021
Job overview
- Helped customers apply for loans or financial hardship claims and make other smart financial decisions.
- Earned reputation for perfect attendance and hard work.
- Navigated multiple computer systems and applications and utilized search tools to find customer information.
- Researched and resolved complex customer inquiries regarding loans, credit and consumer accounts.
- Processed 70 calls per day accurately and efficiently.
Education
International Institute of TechnologyMelbourne, VIC
Advanced Diploma from Finance And Mortgage Broker Management
06.2023
International Institute of TechnologyMelbourne, VIC
Certificate IV from Finance And Mortgage Broking
05.2023
Knowledge SpaceMelbourne, VIC
Certificate III from Customer Engagement
11.2020
The Chartered Institute For ITLondon, UK
PRINCE2 from Project Management
12.2016
Skills
- Communications
- Problem solving
- Customer satisfaction
- Project management
- Product knowledge
- Financial & property settlements
- Entrepreneurial and Innovative
- Start-Up Operations
Languages
French
Native/ Bilingual
English
Native/ Bilingual
Spanish
Limited
Affiliations
G.E.M Award - 11/2021
Outstanding performance & commitment to excellence.
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Founder & CEO
Global Change Solutions
09.2023 - Current
Settlement Manager
FinancePath & Blu Mortgages
05.2022 - 12.2023
Settlement Specialist
Freedom Property Investors
01.2022 - 05.2022
Mortgage Consultant
Westpac Group
06.2021 - 01.2022
Small Business Banker
ANZ
02.2021 - 06.2021
Hardship Banker
Westpac
12.2019 - 02.2021
International Institute of Technology
Advanced Diploma from Finance And Mortgage Broker Management
International Institute of Technology
Certificate IV from Finance And Mortgage Broking
Knowledge Space
Certificate III from Customer Engagement
The Chartered Institute For IT
PRINCE2 from Project Management
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