Jon-Paul Powrie
Tumbi Umbi
Summary
Accomplished Senior Relationship Manager with expertise in fostering long-term partnerships and driving business development within the Dealer Finance sector. Proven success in managing robust retail finance dealer portfolios, optimizing service delivery, and maintaining regulatory compliance.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
BOQ Finance
Sydney
10.2014 - Current
- Management of retail finance dealer partner portfolio with a strategic focus on enhancing new business volume and fostering long-term partnerships.
- Acquisition and onboarding of retail finance partners across branded distributor programs and stand alone dealer groups.
- Support with management of branded distributor programs by liaising directly with distributors to execute promotional finance campaigns, build and present regular business reviews, and supply ongoing penetration rate reporting.
- Collaborate with cross-functional teams across risk, legal and operational roles to optimise service delivery to our partners.
- Identify new business or product enhancement opportunities by conducting regular competitor analysis.
- Provide mentorship and guidance to junior team members on best practices in relationship management.
- Execute monitoring & supervision tasks with retail finance partners to ensure compliance with regulatory bodies.
- Position has evolved from Internal Account Manager in 2014 to a frontline sales role as Territory Manager in 2016. In June 2023 role expanded with promotion and title change to Senior Relationship Manager.
Hospitality
THE WHITE HORSE (UK)
Bourne End
01.2014 - 09.2014
- Bartending as well as maintaining cellar, including stock count and ordering.
- Greeting and seating customers in addition to waiting tables.
- Nightly cash reconciliation and compiling of revenue report.
- Venue set-up for events and live musicians.
- Managing the venue during absence of the pub landlord.
Bar and Floor Supervisor
The Argyle
Sydney
11.2011 - 10.2013
- Responsible for supervising a team of between 12 to 16 glass collectors, bar-backs and bartenders including positioning staff in certain areas based on their strengths and scheduling break and finish times.
- Communicate with managers via radio and address any issues.
- Training new staff in the set-up and operating of a bar in addition to teaching any of the full range of cocktails.
- Set up sound equipment and stages for live acts.
- Resolve any customer query or complaint or escalate to venue manager if necessary.
- Keep bar stocked, floor tidy and delegate assistance for any out of the ordinary accidents or breakages.
Business Operations Associate
Macquarie Bank
Sydney
09.2009 - 10.2011
- Work on closing new IT Equipment Leasing deals, ensuring all documentation and system requirements are satisfied.
- Provide a high level of service and organisational support to the Operations, Accounting and Origination teams.
- Arranging transaction funding.
- Managing deal cash flows.
- Identifying operational risks in the management of transactions and implementing measures to address those risks.
- Provide timely and accurate advice to senior management on key facility events and processes.
- Liaising with internal and external stakeholders.
Import Finance Coordinator
GE Commercial Finance
Sydney
04.2007 - 08.2009
- Establish exchange rates (FEC & spot rate) for all DF Importing transactions.
- Maintain portfolio for Interest Bearing Deposits including lodgements, withdrawals, providing renewal notice on maturity through liaising with DF Branch staff and Westpac bank.
- Accountable for integrity and compliance of all Importing related documentation and ensuring approval conditions are adhered to.
- Provide copies of Importing documents and confirmation of successful Telegraphic Transfer of funds to Branch Staff.
- Maintain effective schedule for accurate follow up and payment for all Importing transactions.
- Centralised contact for overseas Approved Distributor Importing facilities.
Education
Bachelor of Audio -
SAE University College
Sydney NSW01-2013
Higher School Certificate -
Marist College North Sydney
Sydney NSW01-2006
Skills
- Customer relationship management
- Business Development and Portfolio management
- Finance product solutions for SME & mid-market corporate in the asset finance space
- Regulatory compliance
- Competitor analysis
- Financial reporting
Certification
- FINSIA Professional Banking Fundamentals, 2022
- Moody's Credit Coach: Small Business Lending, 2025
- BOQ Business Bank Sales Masterclass, 2025
Timeline
Senior Relationship Manager
BOQ Finance
10.2014 - Current
Hospitality
THE WHITE HORSE (UK)
01.2014 - 09.2014
Bar and Floor Supervisor
The Argyle
11.2011 - 10.2013
Business Operations Associate
Macquarie Bank
09.2009 - 10.2011
Import Finance Coordinator
GE Commercial Finance
04.2007 - 08.2009
Bachelor of Audio -
SAE University College
Higher School Certificate -
Marist College North Sydney