Enthusiastic, detail-oriented team player with strong organizational and communication skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Journey Expert
ANZ
09.2019 - Current
Experienced in Change Management: Home Loan Policy Engagement for 1 year and Home Loan Propositions for 3.5 years, delivering a range of customer focused initiatives
Developed Strong Stakeholder Management skills: running of regular Working Groups, working closely with Stakeholders to achieve desired outcomes
Project Management experience: Project Managed Construction Loan Enhancements - project released in 3 phases and involved cross squad collaboration
Strong Risk Management skills: Recognised at Portfolio level as recipient of the annual awards (2023) for my work on development and implementation of Term Deposit Pledge 12 - Funds held against Home Loan
Experience in creating and delivering of training to large audiences: PAYG Enhancements - created and delivered training to Assessors and Frontline Lenders (Jan - Mar 2024)
Excellent communication skills, both verbal and written: Created and recorded multiple webinars, Knowhow pages, Max pages, frontline communications, facilitation of immersions and focus groups
Ability to synthesise information into themes and insights and use data to prioritise work: PAYG feedback forums - analysis of themes confirmed streams of work
Mentoring of new / junior team members to enable them to become familiar with our team's processes and tools: Particularly team members who have joined from frontline
Home and Investment Lending Manager (HILM)
ANZ
03.2011 - 09.2019
Increased loan portfolio growth by developing relationships
Focus on pipeline management and backwards planning in order to accurately predict our branch settlement pipeline (Pre-booked appointments - SSO’s – Apps - Drawdowns)
Mentored junior team members to enhance their knowledge of lending products and processes.
Enhanced customer satisfaction by providing tailored financial solutions for individual client needs.
Leading weekly team Home Loan huddles
Presenting Home Buyer Seminars in the community
Branch Manager
ANZ
03.2009 - 03.2011
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded
Maintained friendly and professional customer interactions
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation
Evaluated employee performance regularly through coaching and feedback to facilitate continuous development of skills and knowledge base within the team
Assessed employee performance and developed improvement plans.
Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Interviewing and recruitment of staff
Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Education
Bachelor of Arts - Art History And Classical Studies
Victoria University of Wellington
New Zealand
Honours Degree - Classical Studies
Victoria University of Wellington
New Zealand
Skills
Change Management expertise
Stakeholder Management
Effective communication
Process improvement
Project planning
Risk management
Training and coaching
Problem resolution
Scheduling and coordinating
Influencing skills
Synthesis and data analysis
Timeline
Journey Expert
ANZ
09.2019 - Current
Home and Investment Lending Manager (HILM)
ANZ
03.2011 - 09.2019
Branch Manager
ANZ
03.2009 - 03.2011
Bachelor of Arts - Art History And Classical Studies