Summary
Overview
Work History
Education
Skills
Accomplishments
references
Timeline
Generic

Anthony Fontana

Parramatta,NSW

Summary

I am an experienced manager and skilled leader with 12 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities.


I'm a people person and have a passion for data and numbers. I'm results-driven and enjoy improving processes through automation and increasing productivity.


I bring a solid understanding of non-profit membership organisations and the mortgage broking industry as i have spent my working career in both.


Overview

11
11
years of professional experience

Work History

Operations Manager

Fair Wealth Australia
10.2012 - Current
  • When I commenced at Fair Wealth Australia I began in an administration role, taking on additional responsibilities where i could in sales and marketing.
  • This role has given me a broad knowledge on several different aspects of working as a professional manager within a small team of under 10 employees.
  • The organisation manages a database of approximately 6000 people.
  • This role was my introduction into the not-for-profit landscape and has allowed me to work from the bottom to gain a holistic understanding different aspects of business to grow my skillset in leadership.
  • I have improved operational efficiency by streamlining processes and implementing cost-saving measures when needed.
  • Reduced turnaround time for project completion through effective resource allocation and team management.
  • When employees started working from home I implemented the use of Asana so teams could work on projects collaborative and ensure effefficient processes were still maintained.
  • I have analysed data trends to identify potential bottlenecks in operations workflow, implementing strategies to resolve the problems
  • I have handled staff training initiatives aimed at upskilling to meet demands.
  • Supervised staff and kept employees compliant with company policies and procedures.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Reported on key performance metrics of employees.
  • Ongoing analysis of membership, including focus groups, surveys and interviews.
  • Introduced new methods, practices, and systems to reduce turnaround time.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Interacted with customers to build connections and nurture relationships.

Mortgage Broker

Financial $olutions
03.2016 - Current
  • My experience in mortgage broking has assisted me in learning the fundamentals of managing a business's daily operations, sales, clients, compliance and growth on a day to day basis
  • I became a mortgage broker as a value add strategy to add an additional professional service to the membership base that I worked for.
  • Although, this has been more of a part time role over the years. I have gained experience with different types of loans over the years. First home buyers, seasoned investors, asset finance, SMSF and a small amount of commercial loans.
  • I stay up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape and manage the pipeline throughout.

Education

Bacherlor's of Business And Commerce - Management

University of Western Sydney
Parramatta, NSW
2018

Certificate IV - Finance And Mortgage Broking

AAMC Training Group
2014

Diploma - Finance And Mortgage Broking

Australian College of Professionals
2018

Anti-Money Laundering & Counter Terrorism Finance -

Australian College of Professionals
01.2015

RG146 Licensing Compliance Tier 1 - General Insurance

Financial Education Professionals
2020

Skills

  • Effective Problem Solving
  • Training staff
  • Customer Service and Support
  • Client Service
  • Skilled in different CRM's/programs (HubSpot, Asana, Microsoft, Act, Salestrekker, Zappier, Xero)
  • Collaborative Teamwork
  • Proactive work ethic
  • Goal-oriented mindset
  • Business Development
  • Data Analysis and Research
  • Process Improvement including automation
  • Strategic thinking

Accomplishments

  • Helped diverse revenue streams and product offerings to ensure Fair Wealth Australia remained relevant as the transport sector evolved.
  • Work in a small business of my own as a mortgage broker that has enhanced my skillset as an overall business professional.
  • Managed teams on small projects daily and events that sell 6,000+ tickets.
  • Work with colleagues to automate processes to make their role easier, increase productivity and efficiency.
  • 1/3 groups nominated by Ryde council to present our research report at university
  • Peer Support Leader (a peer-led program which aims to strengthen the wellbeing of young students).
  • Reader/Writer (a support program to assist other students with reading and writing difficulties).
  • Hospitality work experience award in year 12 (Top 5 workers out of 70 students)
  • Purchased first property at 23
  • Visited 25 countries by 25 years old
  • Captained soccer and oz-tag teams

references

  • Richard Nugent, Business Development Manager, National Mortgagers Brokers, 0411 644 188
  • Jason Whyte, Chairman, Fair Wealth Australia, 0407 431 865
  • Scott Bayliss, Sydney CNI Manager, SITA Environmental, 0402 228 536

Timeline

Mortgage Broker

Financial $olutions
03.2016 - Current

Operations Manager

Fair Wealth Australia
10.2012 - Current

Bacherlor's of Business And Commerce - Management

University of Western Sydney

Certificate IV - Finance And Mortgage Broking

AAMC Training Group

Diploma - Finance And Mortgage Broking

Australian College of Professionals

Anti-Money Laundering & Counter Terrorism Finance -

Australian College of Professionals

RG146 Licensing Compliance Tier 1 - General Insurance

Financial Education Professionals
Anthony Fontana