Sonia Shannon
Tumbi Umbi Nsw,NSW
Summary
A proven leader driven by my passion for understanding client needs and delivery of service excellence.
Overview
24
24
years of professional experience
Work History
National Relationship Manager
AMP Bank
2017.01 - Current
- Effective and efficient management of service delivery through offering financial solutions for mortgage brokers to support business growth.
- Managing a team of seven national managers of key business functions including facilities and account management, credit assessments, financial provisioning, and governance and risk.
- Effective management of client relations through lead and contract generation.
- Develop, implement and optimise standard operating procedures to enhance operational efficiency.
- Partnering with the CEO and divisional heads to deliver on business strategy and commercial objectives.
- Implement and facilitate team engagement activities to provide a collaborative and productive environment for team members.
- Strong knowledge of employee requisition and management, in particular onboarding, development and disciplinary management of employees.
- Regular reporting on sales figures, compliance standards and budgets to the senior leadership group and external regulars such as APRA and ASIC.
Local Business Banker
Westpac Bank
2013.07 - 2017.01
- Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
- Managed a portfolio of 150 clients
- Business Lending up to $20m
- Consumer Lending to $10m
- Cert 1V in Banking & Finance
- Cert 1V in Business
- Meeting Drawdowns and targets and KPI's
- Extremely organised & task driven
Executive Assistant to the Chairman and CEO
Urban Group Energy
2010.05 - 2013.06
- Collaborated with internal departments to support cross-functional initiatives, fostering teamwork and a unified corporate vision.
- Contributed to cost savings by negotiating vendor contracts and managing expenses within budget constraints.
- Increased efficiency in daily operations by implementing new administrative processes and procedures.
- Served as the primary point of contact for both internal and external stakeholders, maintaining professionalism in all interactions.
- Day to day running of 14 business entities for the CEO & Sales Managers (Ski Resorts, Importer of Lights, Solar Panels, Caravan Parks, Very versatile businesses)
- Effective management of 48 channel partners
- Booking internal travel for numerous employees
- Managing office fitouts and personal errands for CEO and sales managers
- Organising trade shows
- Budget setting and KPI implementation for all partners
- Salesforce rollout to all agents
- Sales, Product Training and development of new partners through a tiered program.
- National management and support to all channels
- Recruit & develop business relationships with new partners
Practice Manager Medical
Waratah Medical Services
2000.02 - 2010.05
- Addressed patient concerns promptly and professionally, demonstrating empathy and excellent problem-solving skills.
- Managed daily practice operations to optimize appointment scheduling, patient records management and billing functions.
- Ordered all office supplies and kept check on inventory levels.
- Facilitated communication between staff members, fostering a collaborative work environment that improved overall team performance.
- Developed strong relationships with patients, ensuring a high level of care and satisfaction throughout their experience.
- Developed close working relationships with front office and back office staff.
- Developed policies and procedures for effective practice management.
- Oversaw the hiring process for new employees, selecting candidates who aligned with the practice''s mission and values.
- Oversaw accounting, budgeting, and financial reporting.
- Coordinated with physicians to optimize appointment schedules and maximize daily patient flow.
- Managed office budget, reducing unnecessary expenses and allocating funds for necessary improvements.
- Boosted staff morale by offering constructive feedback and specific direction.
- Improved practice revenue through effective financial management and strategic cost reductions.
- Practice had 10 South African Doctors & 18 reception staff and 6 allied health providers
- Increase margin of profit from 7-11%.
Skills
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Diligent
- Attention to Detail
- Time Management
- Flexible and Adaptable
- Dependable and Responsible
- Multitasking
- Critical Thinking
- Organizational Skills
- Calm Under Pressure
- Active Listening
Hobbies
Family time
Tennis
Netball
Being a grandma
Being a mum
Timeline
National Relationship Manager
AMP Bank
2017.01 - Current
Local Business Banker
Westpac Bank
2013.07 - 2017.01
Executive Assistant to the Chairman and CEO
Urban Group Energy
2010.05 - 2013.06
Practice Manager Medical
Waratah Medical Services
2000.02 - 2010.05