Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Joel Mansfield

Sydney,NSW

Summary

With approximately 4 years of experience in various tech/ finance related roles. I have had the opportunity to learn from accomplished professionals in Sales, Accounting, and Finance. I value learning and experience as a paramount at this stage in my career and have an open minded approach to all aspects of my work. My current goals are to continue growing skills and understanding in the Financial Sector

Overview

4
4
years of professional experience

Work History

Finance Broker

LoanOptions.Ai
01.2023 - 11.2023
  • Referral partner management: Winning new partners and servicing loan requirements of their opportunities. Ensuring high quality delivery to maintain volume. Explaining processes and providing frequent updates on active applications.
  • End to end management of client loan enquiries from initial enquiry to settlement. (Including credit application, submission, and approval).
  • Experience in Consumer and Commercial lending. Secured Asset Loans, Personal and unsecured business lending.
  • Leveraging policy of 75 banks and lenders on panel to provide clients with best suited option whilst meeting key objectives.
  • Negotiation with credit analysts / BDM's of relevant lenders on approval outcomes, pricing and turnaround times.
  • Assisting with training of junior brokers/ new starters.
  • Upholding NCCP compliance requirements. Accurate preliminary assessments, credit guides ect
  • Product and process enhancements implemented to improve conversion rate.

Asset Finance Broker

Driva
01.2022 - 12.2022
  • Commercial Asset finance: Credit assessment/ lodgement/ Credit approval. Leveraging Full-Doc and Low-Doc products available for eligible clients. Adhering to lender requirements for all relevant commercial structures.
  • Consumer secured and unsecured finance: Credit Assessment/ Servicing/ Lodgement / Credit Approval.
  • Applying Credit knowledge from a panel of 20+ lenders to customer applications to ensure suited options are presented.
  • Ensuring provided lender options are most suited to the client and meets client objectives.
  • Workshopping/ negotiation with lenders to ensure desired outcome. Overturning declines when possible and within policy.
  • Managing customer expectations: Simplifying complex terms to ensure understanding. Consistent transparency on pricing, turnaround, policy and outcome.
  • Collaboration with Settlements and sales team respectively to ensure easy customer process.

Finance & Operations Assistant

Quolifi Pty Ltd
07.2021 - 11.2021
  • Classifying and publishing source documents to Xero using Hubdoc.
  • General transaction reconciliation (including cash coding).
  • Managing payroll and generating periodic payroll reports.
  • Month end reporting.
  • Bookkeeping of a multitude of clients with different use cases.
  • General Invoicing/ paying bills (RCTI's included).
  • BAS process.
  • Data analysis.

Administration Assistant

Pendula
02.2020 - 03.2021
  • Classifying and lodging company expenses into Xero.
  • Lead generation and prospecting.
  • Contact and account creation in Salesforce.
  • Partial involvement in month end reconciliation process leveraging Zoura and Xero.
  • Overdue invoice followup to clients.
  • Managed general building maintenance, co-ordinated repair services, rubbish removal and general cleaning.
  • Coordinated travel arrangements by booking airfare, hotel and ground transportation.

Education

FNSS40820 Cert IV In Finance And Mortgage Broking

The National Finance Institute
Sydney, NSW
02.2022

High School Diploma -

Cavendish Road State High School
Holland Park, QLD
11.2019

Skills

  • Experience Utilising: Xero, Salesforce, Microsoft Office, Equifax, Ezydebit, Hubspot, Slack Hubdoc, Flowrev, Stripe

References

Alex Colvin

CEO of Pendula

Ph: 0438 969 306


Jessica Barilaro

Head of Credit - Driva

Ph: 0432 296 350  


Julian Fayad

CEO of LoanOptions.ai

Ph:  0422 812 460


Timeline

Finance Broker

LoanOptions.Ai
01.2023 - 11.2023

Asset Finance Broker

Driva
01.2022 - 12.2022

Finance & Operations Assistant

Quolifi Pty Ltd
07.2021 - 11.2021

Administration Assistant

Pendula
02.2020 - 03.2021

FNSS40820 Cert IV In Finance And Mortgage Broking

The National Finance Institute

High School Diploma -

Cavendish Road State High School

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Joel Mansfield