Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

James Osborne

Coomera

Summary

Finance professional with deep expertise in financial analysis, client relationship management, and strategic planning. Strong focus on team collaboration and achieving results. Known for adaptability, reliability, and effective communication. Skilled in risk assessment, market research, and negotiation.

Overview

32
32
years of professional experience

Work History

Finance Broker

Xplore Financial Services Pty Ltd
02.2025 - Current
  • Application of expert negotiation tactics when liaising between clients and lenders to achieve mutually beneficial outcomes.
  • Collaborating with colleagues to develop innovative marketing strategies, generating new leads and expanding the client base.
  • Conducting comprehensive financial analyses to identify optimal lending options for clients' unique needs.
  • Maintains up-to-date knowledge of industry trends and regulations, ensuring compliance at all times.
  • Providing clear communication throughout the loan process, keeping clients informed every step of the way.

Operations Director

Testrix Systems Pty Ltd
07.2010 - 01.2025
  • Developed strategic plans for business growth, enabling the company to expand its market share and increase revenue.
  • Reviewed financial and operational reports on regular basis to make effective decisions.
  • Initiated change management strategies that effectively addressed employee concerns while driving forward organizational transformation efforts.
  • Led, supervised and provided strategic direction for other staff members.
  • Collaborated within sales team to brainstorm business development strategies and identify customer product needs and preferences.
  • Negotiated contracts, pricing structures and delivery schedules.

Technical Product Specialist

Cool Tech Testers
10.2007 - 06.2010
  • Organized regular training sessions for customers to maximize their understanding and usage of our products.
  • Identified areas for cost reduction in production processes without compromising on quality or functionality standards.
  • Presented compelling sales pitches for potential clients, showcasing the value of our products and services.
  • Implemented technical solutions for improved customer satisfaction, addressing various client needs.
  • Conducted market research to identify emerging trends, influencing future product development strategies.
  • Provided exceptional customer support, resolving complex technical issues quickly and effectively.

Senior Engineer

Integral (UK) Ltd
08.2003 - 09.2007
  • Mentored junior engineers, providing guidance in best practices and fostering professional growth opportunities.
  • Enforced rules and regulations to keep working environment safe.
  • Controlled project costs by approving expenditures.
  • Led cross-functional team for successful completion of multiple large-scale projects, ensuring timely delivery within budget constraints.
  • Determined equipment failure root cause and implemented solutions.
  • Reduced production downtime by developing maintenance plans and preventive measures.
  • Implemented cutting-edge technological solutions to solve complex engineering challenges.
  • Wrote, reviewed and edited technical document in accordance with template requirements.

Real Estate Broker

Hambro Countrywide Ltd
04.1996 - 07.2003
  • Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
  • Negotiated favourable contract terms for clients by effectively leveraging market knowledge and strong communication skills.
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Negotiated purchase contracts and lease agreements to establish maximum value for clients.
  • Managed mortgage brokers to ensure timely service delivery and exceptional financial results and profitability

Administration Officer

Department Of Social Security
09.1993 - 04.1996
  • Developed strong working relationships with colleagues, contributing to a positive work environment.
  • Provided exceptional customer service, addressing inquiries professionally and in a timely manner.
  • Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
  • Aided colleagues, managers, and customers through regular communication and assistance.
  • Delivered quality results under pressure by prioritizing tasks effectively during high-stress situations or tight deadlines.
  • Facilitated effective communication between departments by acting as a liaison between management teams on critical projects or initiatives.

Education

Diploma - Finance & Mortgage Broking Management

Institute of Technology
Melbourne, VIC
03-2025

Bachelor of Engineering & Bachelor of Law - Engineering & Law

University of Wolverhampton
Wolverhampton, UK
06-1995

High School Diploma -

The Crestwood School
Kingswinford, UK
06-1991

Skills

  • Loan structuring
  • Client management
  • Cash flow management
  • Portfolio management

Languages

English
Native or Bilingual
Spanish
Full Professional

Timeline

Finance Broker

Xplore Financial Services Pty Ltd
02.2025 - Current

Operations Director

Testrix Systems Pty Ltd
07.2010 - 01.2025

Technical Product Specialist

Cool Tech Testers
10.2007 - 06.2010

Senior Engineer

Integral (UK) Ltd
08.2003 - 09.2007

Real Estate Broker

Hambro Countrywide Ltd
04.1996 - 07.2003

Administration Officer

Department Of Social Security
09.1993 - 04.1996

Diploma - Finance & Mortgage Broking Management

Institute of Technology

Bachelor of Engineering & Bachelor of Law - Engineering & Law

University of Wolverhampton

High School Diploma -

The Crestwood School
James Osborne