Mehdi Zoghbi
Sydney,Australia
Summary
To further progress my career in banking with an emphasis on securing a role within corporate, wholesale or institutional banking. Such a role would be an excellent benchmark to exercise and develop the key knowledge and experience attained through university study, and previous banking experience.
Overview
12
12
years of professional experience
Work History
Director and Finance Broker
Masari Financial
09.2016 - Current
Founder and Managing Director of Masari Financial.
We broker and negotiate a variety of lending facilities including:
- Residential Home Lending Loans
- Business/Commercial Facilities
- Asset Finance/Leasing
- Motor Vehicle Finance (Car Loans)
- Construction and Development Finance
- Private & Offshore Private Funding
- Low Doc loans
Mortgage backed lending portfolio currently sitting at $120m.
Asset Finance settlements at circa $100,000 per month. Strong experience in dealing with Macquarie Leasing, Metro and Capital Finance,
Director of Prospect Financial Group
Prospect Financial Group Pty Ltd
02.2014 - 09.2016
We specialise in providing financial solutions across all sectors including:
- Residential & Investment Home Lending Facilities
- Business/Commercial Facilities
- Construction & Development Finance
- Credit Impaired Finance
- Debtor Finance
- Debt Negotiation/Credit Mediation
- Asset Finance
- Leasing
- Motor Vehicle Finance
Business Banking Associate
National Australia Bank
02.2012 - 02.2014
Position requires providing dedicated support to the business banking managers and executives in the management of a diverse portfolio of business and corporate clients each with an overall exposure of $2M - $10M. Total portfolio currently under management exceeds $250M. In addition to such support, there is an increased emphasis on sales and new to bank acquisition in order to increase portfolio and revenue.
Building solid relationships with prospective clients through analysing their financial situation is pivotal in the success of any sales banker. By establishing a solid referral network, a banker is able to maintain a strong pipeline of business opportunities in order to exceed all KPI's. This role involves addressing all banking needs whilst ensuring strict guidelines are met and all cross sell opportunities are exhausted.
Role Includes:
- Superior relationship management of a diverse portfolio of business/corporate clients
- Credit analysis
- Engaging potential clients by utilising effective sales conversation techniques in order to identify opportunities and sales
- Commercial/Business lending and Asset Finance
- Investments
- Liaise between clients, solicitors/conveyancers, verifications, credit managers and guarantors to ensure a smooth efficient business transaction.
Education
Bachelor of Business And Commerce (Applied Finance) - Business And Commerce
University of Western Sydney
Sydney, NSW01.2012
Bachelor of Engineering -
University of Sydney
Sydney, NSW01.2007
Skills
- Excellent theoretical knowledge of banking, finance, economics and general business
- A good understanding of the lending process as well as NCCP regulations Strong understanding of credit and risk
- Good understanding of the variety of business structures present
- Excellent academic writing skills with an ability to combine theory and analytical information By combining these skills along with my knowledge of credit and risk, my ability to present sound credit submissions are excellent
- Excellent communication skills
- Strong sales and business etiquette
- Strong mathematical and IT ability with good knowledge of word/excel
- Flexibility to adapt to new and challenging environments
Personal Information
- Citizenship: Australian
- Date of Birth: 11/15/85
- Gender: Male
Residing
Sydney Metropolitan
References
- Sherife Huseyin, Business Unit Manager, NAB, 02 8754 4202
- Lee Oakey, Senior Credit Manager, NAB, 02 8754 4326
- Terry Farhat, Business Banking Associate 4, NAB (Former Team Leader), 02 8344 2955
Timeline
Director and Finance Broker
Masari Financial
09.2016 - Current
Director of Prospect Financial Group
Prospect Financial Group Pty Ltd
02.2014 - 09.2016
Business Banking Associate
National Australia Bank
02.2012 - 02.2014
Bachelor of Business And Commerce (Applied Finance) - Business And Commerce
University of Western Sydney
Bachelor of Engineering -
University of Sydney
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