Kimberley Cunningham
Summary
I am an experienced Finance professional with a demonstrated history of working in the banking industry. I am skilled in financial risk, commercial lending, banking, and credit analysis.
Overview
15
15
years of professional experience
Work History
Finance Broker
Circa Finance
01.2024 - Current
- Director and sole owner and operator of Circa Finance.
- Attended networking events to establish industry connections and promote brand awareness.
- Applied expert negotiation tactics when liaising between clients and lenders to achieve mutually beneficial outcomes.
- Developed strong relationships with key stakeholders, fostering trust and loyalty from both clients and lenders.
- Successfully manage two staff members whilst providing learning and development opportunities to further their knowledge.
Finance Broker
Coast Finance Group
10.2019 - 12.2023
- Director of Coast Finance Group based in Newcastle, NSW.
- Role includes assisting clients with obtaining residential and commercial lending products from a panel of lenders across AFG.
- Lending solutions offered includes asset finance, commercial property development and investment finance, residential property investment/development and owner occupiers finance.
- Existing portfolio of clients totalling over $130,000,000 in lending since first loan settled Feb 2020.
Finance Manager
Diverse Property Group
05.2019 - 10.2019
- Managed the day-to-day finances and accounting for a successful building and development group of companies based in Newcastle, NSW
- Role included running of the day-to-day operations for the group such as payroll, daily accounts reconciliation, monthly BAS lodgment, managing accounts payables and receivables, sourcing and managing finance for development projects.
Senior Business Banking Manager
National Australia Bank
01.2016 - 04.2019
- During my time at NAB, my day to day priority was maintaining customer relationships and providing the best customer experience whilst living the bank's values executing on their strategy to be Australia's leading bank trusted by customers for exceptional service
- Description my role as an SBBM is very similar to the BBM role however, managing customer relationships with greater complexity.
Business Banking Manager
National Australia Bank
07.2009 - 12.2015
- Assist clients from many different industries including Property, Manufacturing, Wholesale, Retail, Health, Professional Services with services and products such as loans, cash management, bank accounts, interest rate swaps, letters of credit, insurance and other banking and finance requirements.
Education
Higher School Certificate -
TAFE
Bachelor of Commerce -
Newcastle University
Cert IV Accounting and Bookkeeping -
Diploma Finance and Mortgage Broking -
References
- Haley Bellamy, AFG, Partnership Manager, 0478 311 672
- Patrick Harris, NAB, BDM - Commercial, 0410 442 531
Timeline
Finance Broker
Circa Finance
01.2024 - Current
Finance Broker
Coast Finance Group
10.2019 - 12.2023
Finance Manager
Diverse Property Group
05.2019 - 10.2019
Senior Business Banking Manager
National Australia Bank
01.2016 - 04.2019
Business Banking Manager
National Australia Bank
07.2009 - 12.2015
Higher School Certificate -
TAFE
Bachelor of Commerce -
Newcastle University
Cert IV Accounting and Bookkeeping -
Diploma Finance and Mortgage Broking -
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