Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rodrigo Gomes

Perth,Australia

Summary

I am a forward-thinking individual who has well developed emotional intelligence, ambition, and ability. I possess strong team-working skills, can work individually or cohesively as part of a team, and have excellent organizational skills, gained through my academic and work experience working across multiple facets. I consider my key strengths to be an ability to make analytical judgements, people management, making financial decisions, assessing business situations, and the ability to strategically analyse and identifying important points. I have excellent interpersonal skills with the ability to adjust accordingly, allowing me to relay business information clearly to my target audience, and can prepare well thought out, crisp presentations for both individuals and groups.

Overview

11
11
years of professional experience

Work History

Lending Specialist

Bank Of Queensland
01.2022 - Current
  • Provide support and advice to customers to help them achieve their home buying goals
  • Oversight and management of the finance team in the absence of the Branch Manager
  • Complete first interviews and appointments with prospective home buyers to determine suitable lending solutions, and submitting applications
  • Provide guidance and make relevant suggestions to customers based on the home buying goals they have set
  • Building and developing BOQ personal brand and network within the community to enhance their credibility and presence
  • Provide exceptional service to customers, building foundational relationships; trust, confidence, and advocacy to help them secure and enhance their financial goals
  • Develop business opportunity and client prospects by building and maintaining internal and external referral sources and seeking external referrals from existing customers
  • Frequently liaise with home buying customers to build rapport, determine their needs and goals, and invite them into the branch for an appointment
  • Attend regular coaching sessions to further develop my lending knowledge and skills, and coaching branch colleagues on best practice
  • Research the broader market, and economic and industry changes affecting customers and the Group
  • Use tools to capture customer feedback, and taking action to correct any service breaks and drive improvement
  • Adhere to the Bank's processes, procedures, and Code of Conduct, including accurately reviewing customers' financial positions, completing security checks, and ensuring applications comply with our obligations

Finance Broker / Broker Partner

Alchemy Lifestyle Group
01.2021 - 12.2021
  • Specializing in real estate transactions, I represented the middle client liaison between the client and the bank
  • Within my role I would review client’s financial ability to pay off a potential mortgage and make an executive decision as to whether they were financially established enough for the bank to fund their real estate purchase
  • In my role as a Finance and Mortgage Broker I would analyze each client scenario and find the best solution to fulfill client`s needs accordingly to their financials
  • In my day to day, I would also conduct the following tasks:
  • Generate new leads and maintain current leads
  • Liase with customers comparing suitable home loan options
  • Ensure positive client experience and satisfaction
  • Evaluate pay slips, credit history, tax information and bank statements for financial status
  • Enter all data into software and serving calculator

Company Co-Founder / Silent Director

Rio Gyms
01.2019 - 12.2021
  • In 2018 I took the opportunity to start a new venture in the fitness industry where I had a shareholding in a gym
  • I built a concept, strategy and created a business from scratch which has grown significantly
  • In establishing the business, I worked across and developed the business analytics, produced detailed and relevant reports to further support making business decisions from both qualitative and quantitative data
  • Once the business foundations were established, I supported business growth, scale and building a clientele and membership growth, I oversee day to day business activities, developing and analysing metrics derived from raw company data to track improvements in organizational efficiency

Business Strategist

RCA Investments
01.2018 - 12.2020
  • Produced detailed and analytic reports to execute business decisions
  • Reviewed internal systems and organized training to address business improvement
  • Evaluated current processes to develop improvement plans
  • Leveraged on-site observation and personal interviews to identify team and individual strengths
  • Conducted thorough reviews of operations to devise and deploy improvement strategies
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
  • Coached staff within the business
  • Recommended operational improvements based on tracking and analysis of data
  • Developed metrics derived from raw company data to track improvements in organizational efficiency
  • Restructured procedures through coordination with employees to create and execute projects

Operations Manager

State Swim Swimming Schools
01.2014 - 12.2018
  • Managed day to day activities of staff and supervised daily operations
  • Established and administered annual budget with controls to prevent over payments, minimize debt support sustainability objectives
  • Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance
  • Devised processes to boost long-term business success and increase profit levels
  • Helped build and review master service agreements for work eligibility
  • Partnered with vendors and suppliers to effectively manage and budget
  • Spearheaded department training for appraisals of new components
  • Formulated processes to improve assistance to support groups, resulting in reduction of downtime and financial loss
  • Collaborated with process owners to refine procedures, devise best practices and correct quality audit findings
  • Investigated and resolved departmental non-conformances
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines
  • Directed initiatives to achieve regulatory compliance, foster good manufacturing practices and meet component quality standards
  • Advanced productivity KPIs by leading trainings on procedures and safety practices
  • Reviewed shift reports to understand current numbers and trends
  • Set enforced and optimized internal policies to maintain responsiveness to demands
  • Identified and resolved unauthorized, unsafe or ineffective practices
  • Developed and implemented high-quality work environment as measured through employee satisfaction ratings
  • Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches
  • Maintained cleanliness and organization of workspace, working closely with employees to systemize tasks

Education

Diploma in Project Management -

Scope Training
03.2025

Diploma of Finance and Mortgage Broking -

AAMC – Training
12.2021

Bachelor of International Affairs -

Catholic University of Goias
12.2009

Skills

  • Innovation
  • Communication
  • Presentation
  • Leadership
  • Empathy

Timeline

Lending Specialist

Bank Of Queensland
01.2022 - Current

Finance Broker / Broker Partner

Alchemy Lifestyle Group
01.2021 - 12.2021

Company Co-Founder / Silent Director

Rio Gyms
01.2019 - 12.2021

Business Strategist

RCA Investments
01.2018 - 12.2020

Operations Manager

State Swim Swimming Schools
01.2014 - 12.2018

Diploma of Finance and Mortgage Broking -

AAMC – Training

Diploma in Project Management -

Scope Training

Bachelor of International Affairs -

Catholic University of Goias

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Rodrigo Gomes