Summary
Overview
Work History
Education
Skills
References
Timeline
Generic
MEGHANN OLSEN

MEGHANN OLSEN

Summary

As an experienced professional in the finance broking industry, I bring a results-driven approach to managing complex operations to deliver exceptional service to clients.


I have a strong foundation in finance and business management, combined with the skills and knowledge necessary to lead teams and drive organisational change.


I have extensive knowledge in broker relationships and third-party banking, having spent over 6 years in the industry. My expertise in these areas has enabled me to develop strong partnerships with brokers and lenders, as well as to identify and capitalise on emerging trends in the finance industry.


Throughout my career, I have consistently demonstrated the ability to drive growth and achieve operational excellence through strategic planning, process improvement, and team leadership. I am committed to leveraging my skills and experience to drive success and help brokers achieve their business goals. Whether managing day-to-day operations, leading cross-functional teams, or developing new business strategies, I am passionate about creating value and delivering exceptional results.


My education in business and leadership has equipped me with the knowledge and skills necessary to drive success in a dynamic and ever-changing industry. Committed to staying ahead in the financial services industry, I actively pursue ongoing education and professional development opportunities. This includes attending industry conferences, participating in webinars, and staying informed about the latest market trends and regulatory changes.


Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers.

Overview

7
7
years of professional experience

Work History

Broker Success Manager

Loan Market
05.2024 - Current
  • Provide support and ongoing training for the broker network on MyCRM and broader platform features including how to implement key features into their specific operating processes
  • Consulting and problem solving with Business owners and Brokers to help implement and succeed with software tools, and grow feature utilisation as new features become available
  • Support new business establishment, customer data migration and onboarding new brokers
  • Analyse and review business data to make business enhancements to streamline operations
  • Conduct monthly Business Builder meetings and manage ongoing support with agreement holders and their staff.

Implementation Specialist

Loan Market
06.2023 - 05.2024
  • Provide a streamlined onboarding experience for brokers at various stages of their business growth ensuring a seamless transition to Loan Market (LMG) and provide the necessary skills and knowledge to successfully utilise and embed the technology and processes into their businesses to maximise efficiencies and establish the business for growth
  • Conducting needs assessments to identify training gaps within an organisation and tailoring training solutions that address these gaps effectively and utilising or developing resources to overcome these gaps
  • Utilise and assist with embedding a variety of software and systems within LMG and also external to this, having a knowledge of how to utilise technology from a front line business and also deliver learnings to business owners about how to adapt the technology into their businesses
  • Collaborating with cross-functional teams and stakeholders to ensure that training programs align with LMG's strategic goals but also align to the service proposition to our brokers
  • I am driven to identify gaps whereby we can enhance the onboarding experience to provide further advancements to our brokers and strive for continuous growth
  • Currently working within the UX Design team to develop a Kanban pipeline view, optimising workflows, tasks and data delivery to brokers within the network.

Lending Operations Manager

Haines Wilson
07.2020 - 05.2023
  • Monitor daily activities to maximise efficiency, productivity, and compliance for all Lending activities in Haines Wilson
  • Create & maintain systems and processes to ensure the highest possible levels of efficiency, compliance and customer communication in the Haines Wilson lending business
  • Manage a team of 4+ support staff and 3+ brokers to adhere and maintain service standards and adhere to business processes
  • Create & maintain a team structure that directly supports the focuses of the business' goals
  • Support all lending team members through ongoing training and support, to maintain a high level of lending knowledge and ability to sustain a high level of positive customer (internal and external) interaction
  • Work with Director/s to achieve and maintain strong team member morale
  • Adhere to performance goals across varying areas of the business and operations, including, but not limited to, compliance audit outcomes, customer feedback, customer retention, time frames and efficiency on applications.

Lending Executive

Haines Wilson
01.2018 - 07.2020
  • Review and analyse financial information to assist mortgage brokers with finding suitable lending solutions aligning with the customers needs and objectives
  • Providing support and assisting clients with loan applications
  • Liaise with lenders and other professionals throughout lending transactions to provide updates and meet customer expectations
  • Gain a broad understanding of various lending products across multiple lenders
  • Review and analyse financial information to assist mortgage brokers with finding suitable lending solutions aligning with the customers needs and objectives
  • Providing support and assisting clients with loan applications
  • Liaise with lenders and other professionals throughout lending transactions to provide updates and meet customer expectations
  • Gain a broad understanding of various lending products of over 40+ lenders.

Education

BACHELOR OF BUSINESS -

University of Southern Queensland

Certificate IV Finance and Mortgage Broking -

AAMC
01.2022

Skills

  • Managing Database
  • Team Leadership & Employee Engagement
  • Attention to Detail
  • Verbal Communication
  • Written Communication
  • Working Autonomously
  • Data Entry
  • Training and Onboarding
  • Microsoft Office Suite
  • Adobe PDF
  • CRM Software (Hubspot, ClickUp)
  • Business relationship building
  • Relationship Management
  • Financial Analysis
  • Software aptitude
  • Portfolio Management

References

Liam Wilson, Previous Director, Haines Wilson, 0428 075 963

Cohen Haines, Director, Haines Wilson, 0428 075 963

Ashlee Gersekowski, Character Reference, 0481 174 598

Amy Pearce, Character Reference and former colleague, 0403 468 409

Timeline

Broker Success Manager

Loan Market
05.2024 - Current

Implementation Specialist

Loan Market
06.2023 - 05.2024

Lending Operations Manager

Haines Wilson
07.2020 - 05.2023

Lending Executive

Haines Wilson
01.2018 - 07.2020

BACHELOR OF BUSINESS -

University of Southern Queensland

Certificate IV Finance and Mortgage Broking -

AAMC
MEGHANN OLSEN