Michelle Jorgensen
Cooloolabin,QLD
Summary
Dynamic finance professional with a proven track record at Suncorp Bank and in my own finance brokering business uChoose Finance.
Excelling in financial analysis and credit assessment. Expert in residential and commercial lending, I consistently foster strong business relationships and build honest and strong relationships with my clients.
Overview
19
19
years of professional experience
Work History
Finance Broker /Director of Finance
uChoose Finance Pty Ltd
Cooloolabin, QLD
06.2017 - Current
- Residential Lending - Owner Occupied/investment
- Commercial Lending
- Personal Loans
- Auto Finance
- Equipment Finance & Leasing
- Business Development
Business Development Manager
Slater and Gordon Lawyers
Maroochydore, QLD
09.2014 - 10.2016
- My role as a BDM at Slater and Gordon Lawyers (Conveyancing Works) was to develop referral relationships and generate new business opportunities across Sunshine Coast, Moreton Bay & Fraser Coast regions within the real estate and finance sectors for the Conveyancing Works practice.
- Assist Conveyancing Staff with files
- Attend Networking events
- Meet and exceed KPI's
- Attend regular sales meetings with real estate agents to educate them on our service offering & pricing
- Attend AREC Conferences and network with real estate agents, also running
REFERENCE - Lee Bailie General Manager 0422 936 464
Lending Manager
Suncorp Bank
Mt Ommaney, QLD
09.2006 - 10.2010
- Achieve and manage a residential and small business lending budget - including term loans, access equity, small business loans, bank guarantees, leasing, equipment finance and business credit cards
- Ability to work autonomously and assess credit worthy applications in a timely manner
- Provide regular training sessions to educate and encourage fellow staff with referral opportunities
- Adhere to policy & procedures, and compliance including with industry code of practice and legislative requirements
- Meet and exceed KPI's
- National Winner - Highest Disbursements Lending NOV 2012
Education
Certificate IV Financial Services (Finance/Mortgage Brokering) - Banking And Finance
KAPLAN
Brisbane05-2008
Skills
- Financial analysis
- Credit assessment
- Regulatory compliance
- Residential lending
- Commercial lending
- Business development
Accomplishments
- Top 10 Broker for Finsure 2021 & 2020
- Top 25 Broker for FInsure 2019
- National Winner - Highest Disbursements Lending NOV 2012 Suncorp Bank
Timeline
Finance Broker /Director of Finance
uChoose Finance Pty Ltd
06.2017 - Current
Business Development Manager
Slater and Gordon Lawyers
09.2014 - 10.2016
Lending Manager
Suncorp Bank
09.2006 - 10.2010
Certificate IV Financial Services (Finance/Mortgage Brokering) - Banking And Finance
KAPLAN