James Nader

Warehouse Supervisors duties included overseeing and coordinating daily warehouse activities Receiving and storing goods, managing inventory levels, ensuring the efficient delivery of goods, Supervising staff, and securing the warehouse.

Efficient Inventory Management: Warehouse Supervisors are responsible for tracking inventory and ensuring optimal stock levels.

Team Leadership: They play a critical role in employee training and mentorship to foster a productive work environment.

Maintaining Safety Standards: Supervisors are tasked with adhering to health and safety regulations to ensure the well-being of staff and security of the warehouse.

Cultivation of on-going financial services relationships with clients and professionals

Conduct effective interviews and needs analysis;

Dealing with applications from the broker channel in a timely manner and meeting with professionals to discuss the types of business we are looking for

Conduct credit, underwriting and financial analysis, and assist the client through the loan application process;

Evaluate alternative loan programs and financing options (from a wide range of available programs) that are affordable and that meet the client's needs/objectives;

Educate and advise clients on those alternative financing arrangements, and loan pricing options that meets the client’s needs/objectives.

Educate and advise clients on the home purchasing process, the latest in home financing, and how to better manage their mortgage (i.e. the liability side of their personal financial statement); Assist clients throughout the loan process from application to settlement; troubleshoot transaction issues on behalf of the client in order to achieve client's financial goals.

Working closely with Senior Financial Planners to assist with developing Holistic Statements of Advice. Assisting clients to identify financial/lifestyle goals and priorities and assessing their current financial situation. Accessing a client’s tolerance to risk. Providing recommendations and solutions for all facets of Financial Planning including but not limited by Estate planning, Funds management, Insurance, Structured investments, Taxation planning, Property investment, Crisis planning & Self-Managed Superannuation Funds. Developing and writing reports to specifications. Interpreting clients' requirements and tailoring financial plans to meet their needs. Questioning, listening and clarifying client's requirements. Utilising excellent customer service skills and maintaining an on-going relationship with clients. Assisting with the finance process from start to finish, including but not limited to Residential Mortgages, Commercial Mortgages, Self-Managed Super Fund Loans etc.

Allocating personnel for on-going service tasks, Delegating roles and responsibilities to team members. Outsourcing tasks to internal and external specialists as required, checking the accuracy of calculations for fees and charges. Conducting trend and risk analysis including fund manager research. Estimating, forecasting and conducting competitive comparisons. Identifying and resolving inconsistencies in information. Identifying OHS hazards and maintaining risk control. Performing calculations and developing a risk profile for individual clients. Testing strategic assumptions;

Using modelling tools to test assumptions against a variety of scenarios, Developing administrative processes to implement financial plans. Identifying ongoing service options for clients and confirming these with clients. Proactively anticipating customer requirements and recommending products.

Working closely with Senior Financial Planners to assist with developing Holistic Statements of Advice. Assisting clients to identify financial/lifestyle goals and priorities and assessing their current financial situation. Accessing a client’s tolerance to risk. Providing recommendations and solutions for all facets of Financial Planning including but not limited by Estate planning, Funds management, Insurance, Structured investments, Taxation planning, Property investment, Crisis planning & Self-Managed Superannuation Funds. Developing and writing reports to specifications. Interpreting clients' requirements and tailoring financial plans to meet their needs. Questioning, listening and clarifying client's requirements. Utilising excellent customer service skills and maintaining an on-going relationship with clients. Assisting with the finance process from start to finish, including but not limited to Residential Mortgages, Commercial Mortgages, Self-Managed Super Fund Loans etc.

Allocating personnel for on-going service tasks, Delegating roles and responsibilities to team members. Outsourcing tasks to internal and external specialists as required, checking the accuracy of calculations for fees and charges. Conducting trend and risk analysis including fund manager research. Estimating, forecasting and conducting competitive comparisons. Identifying and resolving inconsistencies in information. Identifying OHS hazards and maintaining risk control. Performing calculations and developing a risk profile for individual clients. Testing strategic assumptions;

Using modelling tools to test assumptions against a variety of scenarios, Developing administrative processes to implement financial plans. Identifying ongoing service options for clients and confirming these with clients. Proactively anticipating customer requirements and recommending products.

Consult with and cultivate an on-going financial services relationship with clients through the delivery of world class client service. Conduct effective interviews and needs analysis;

Conduct credit, underwriting and financial analysis, and assist the client through the loan application process. Evaluate alternative loan programs and financing options (from a wide range of available programs) that are affordable and that meet the client's needs/objectives.

Educate and advise clients on those alternative loan programs, financing arrangements, and loan pricing options that meets the client’s needs/objectives.

Educate and advise clients on the home purchasing process, the latest in home financing, and how to better manage their mortgage (the liability side of their personal financial statement); Assist clients throughout the loan process from application to settlement; troubleshoot transaction issues on behalf of the client in order to achieve client's financial goals.

Manage and coordinate others to the transaction (such as real estate agents, title companies, appraisers, inspectors, etc. Always look into product information and visit bank Internet sites to keep in touch with current products on the market and what is and isn’t competitive.

Liaising with clients to assess their finance needs both in person & on the phone. Presenting clients with the most suitable products. Putting applications together including serviceability assessments & summary sheets. Submitting applications to various lenders on-line or via fax. Following up on an application’s status. Attending regular training sessions. Developing marketing material;

Supervising other members of staff & training them in various aspects of the industry.