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
Sydney, NSW
01.2017 - 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
Central Coast Northern Division
07.2013 - 01.2017
- 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
Central Coast, NSW
05.2010 - 06.2013
- 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
Kanwal
02.2000 - 05.2010
- 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
01.2017 - Current
Local Business Banker
Westpac Bank
07.2013 - 01.2017
Executive Assistant to the Chairman and CEO
Urban Group Energy
05.2010 - 06.2013
Practice Manager Medical
Waratah Medical Services
02.2000 - 05.2010