Kim Von Ivan
Templestowe
Summary
Professional with strong background in business banking. Skilled in developing and maintaining client relationships, driving financial growth, and delivering tailored solutions. Known for effective team collaboration, adaptability to changing needs, and results-focused approach. Expertise in risk assessment, financial analysis, and strategic planning. Reliable and effective at fostering trust and achieving client satisfaction.
Proficient Manager delivering encouragement and feedback to help employees be successful. Energetic professional with great poise. Well-trained in lending.
Overview
19
19
years of professional experience
Work History
Office Manager
Laidlaw Holdings Pty Ltd
03.2023 - Current
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
Lead, Business Fulfilment
NAB
01.2018 - 03.2023
- Coached team members in credit writing for business and consumer loans
- Completed evaluation of business and consumer applications
- Planned, scheduled and delegated daily work
- Taking ownership of complex situations
- Worked effectively in fast-paced environments.
- Self-motivated, with a strong sense of personal responsibility.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and a fast-paced environment.
- Completed performance evaluations and implemented improvement plans.
- Approved applications and provided feedback for areas of improvement.
Business Banking Manager Levels 2 & 3
NAB
12.2014 - 01.2018
- Met with customers to assess needs and propose customized solutions.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Structured and finalized secured and unsecured loans including final approval.
- Leveraged data analysis tools to monitor portfolio performance indicators closely, making adjustments as needed to achieve desired results effectively.
- Increased new business acquisition by developing and implementing targeted marketing strategies for businesses.
- Boosted client retention rates by conducting regular account reviews to identify opportunities and address any concerns or pain points proactively.
- Contributed to the bank''s overall growth by consistently achieving and exceeding performance targets, demonstrating strong leadership skills and commitment to excellence.
- Delivered exceptional customer service, addressing complex inquiries and resolving issues promptly and professionally.
- Held a level 3 DCA approval authority
Business Banking Associate/ Senior Associate
NAB
02.2011 - 12.2014
- Enhanced department organization by maintaining accurate records of all client interactions and transactions.
- Created financial models and analyzed financial statements.
- Improved client satisfaction by providing efficient and knowledgeable assistance in business banking transactions.
- Developed strong relationships with clients through excellent communication skills and personalized service.
- Conducted comprehensive financial analysis on prospective borrowers, ensuring sound lending decisions were made.
- Collaborated with other departments within the bank for seamless coordination of services provided to customers across multiple sectors.
Branch Manager
ANZ
06.2009 - 02.2011
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Various Customer Service Roles
Commonwealth bank
10.2006 - 06.2009
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
Skills
- Financial analysis
- Credit writing
- Credit assessment/ Decisioning
- Problem solving
- Relationship building
- Customer service
- Organizational skills
- Team leaderships
- Loan maintenance
- Staff management
- Staff hiring
- Training and coaching
Timeline
Office Manager
Laidlaw Holdings Pty Ltd
03.2023 - Current
Lead, Business Fulfilment
NAB
01.2018 - 03.2023
Business Banking Manager Levels 2 & 3
NAB
12.2014 - 01.2018
Business Banking Associate/ Senior Associate
NAB
02.2011 - 12.2014
Branch Manager
ANZ
06.2009 - 02.2011
Various Customer Service Roles
Commonwealth bank
10.2006 - 06.2009
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