Joel Paul
South Morang
Summary
Joel is an experienced Finance Business Manager at Booran Motor Group who also has a demonstrated track record of being a Home Lending Specialist at NAB.
He is well versed with both individual and commercial clientele where a keen eye to detect new business opportunities is crucial. His holistic approach to every conversation with a client gives him strong grounds to identify opportunities and generate new business.
His goal is to use his experience to drive targets in the team that he's in to ensure that the business KPI's are met while he grows his own professional skills.
Joel's natural drive to network and build relationships and create strategies makes him a strong asset to any team he is a part of. His long term goal is to cement a rewarding career in this space.
Overview
5
5
years of professional experience
Work History
Business Manager
Booran Motor Group
11.2022 - Current
- Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions resulting in finance penetration over 30% and being able to speak to 200+ clients monthly with no compromise in work standard.
- Converting prospective consumer and commercial leads into sales in respect to finance solutions with multiple lenders, resulting in KPI's exceeding through increased profits.
- Monthly financial reporting for management meetings.
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Negotiated contracts with suppliers and vendors, securing favourable terms for the company while maintaining strong relationships.
Home Lending Specialist
NAB
02.2020 - 11.2022
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Exceeding KPI's whilst maintaining a high standard of work, to ensure customer and business needs were met simultaneously, enhancing customer experience and business revenue.
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
- Maintaining process to ensure monthly settlement targets were hit over $4m consistently, demonstrating strong sales acumen and commitment to organisational objectives.
Education
Certificate IV - Finance And Mortgage Broking
Entry Education
Melbourne, VIC01.2024
Skills
- Sales
- Stakeholder Management
- Credit Assessment
- Networking
- Business Development
- Portfolio Management
- Business Retention
Timeline
Business Manager
Booran Motor Group
11.2022 - Current
Home Lending Specialist
NAB
02.2020 - 11.2022
Certificate IV - Finance And Mortgage Broking
Entry Education
Similar Profiles
Matthew O'DonnellMatthew O'Donnell
Finance Director at Axis Motor GroupFinance Director at Axis Motor Group
Michael GemmellMichael Gemmell
Auto technician at Richmond Motor GroupAuto technician at Richmond Motor Group
Danyal Akar RashidDanyal Akar Rashid
Customer Service Representative at Marshall Motor Group LtdCustomer Service Representative at Marshall Motor Group Ltd