Summary
Overview
Work History
Education
Skills
Timeline
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Joshua Holt

Joshua Holt

Brisbane,QLD

Summary

Driven professional with a proven track record at Greater Bank, Known for outstanding communication skills and adept at regulatory compliance, consistently delivering results beyond expectations.


Highly skilled and results-driven Mortgage Broker with 15 years of experience in the banking industry, excelling in financial analysis and risk assessment, and client relationship management. Spearheaded the implementation of a new financial crime software of a large mutual bank, enhancing system efficiency. Now focused on providing expert mortgage advice, managing loan applications, and delivering excellent customer service. Proven track record of helping clients secure favourable mortgage terms and rates. Adept at working in fast-paced environments and managing multiple tasks with accuracy and efficiency.

Overview

13
13
years of professional experience

Work History

Parabroker

Cutcher & Neale Finance Pty Ltd
09.2021 - Current
  • Collation of financial data, preparation of application forms & compliance documentation to meet client lending requirements in an efficient manner.
  • Workflow scheduling including allocation of new leads, scheduling of team meetings with internal & external stakeholders & ongoing deal tracking.
  • Ongoing client relationship management via loan rate reviews & coordinating post-loan support tasks including loan restructures under the guidance of accounting advice & interest rate reviews.
  • Managing & oversight of offshore support team including training, day-to-day guidance to & workflow management.
  • Managing of compliance portal requirements for firm's Australian Credit Licence, including preparation of agenda for quarterly compliance meetings.
  • Overseeing IT/software changes in the division.

Fraud & Financial Crime Analyst

Greater Bank
11.2011 - 08.2021
  • Preparation & delivery of executive risk papers and presentations.
  • Enhancement of financial crime systems & procedures
  • Procurement & implementation of new financial crime software as part of bank-wide Digital Transformation project, including gap analysis & requirements gathering, management of key stakeholder relationships between bank & vendor.
  • Intelligence led thematic reviews into pertinent financial crime issues.
  • Creation of financial crime statistical reporting dashboard.
  • Monitoring client accounts for frauds/scams.

Education

Diploma - Finance And Mortgage Broking Management

KAPLAN
12.2025

Certificate IV - Finance And Mortgage Broking

KAPLAN
06.2024

Skills

  • Mortgage consulting and advisory
  • Loan application processing
  • Financial analysis and risk assessment
  • Client relationship management
  • Knowledge of mortgage products and services
  • Regulatory compliance and documentation
  • Excellent communication and interpersonal skills

Timeline

Parabroker

Cutcher & Neale Finance Pty Ltd
09.2021 - Current

Fraud & Financial Crime Analyst

Greater Bank
11.2011 - 08.2021

Diploma - Finance And Mortgage Broking Management

KAPLAN

Certificate IV - Finance And Mortgage Broking

KAPLAN
Joshua Holt