Steven Stafidas
Oyster Bay,NSW
Summary
I am a dynamic and results-oriented professional with a passion for driving business growth through strategic partnerships and sales excellence. As a Partnerships Manager at Akolade, I excel in identifying and securing sponsors for events, achieving and exceeding sales targets while maintaining positive relationships. My diverse background spans business development, credit analysis, and marketing, showcasing adaptability, strong analytical skills, and a proactive approach to problem-solving. With a proven track record of successful sales cycles, market strategy planning, and collaborative team efforts, I bring a wealth of experience in creating and sustaining impactful business relationships.
Overview
8
8
years of professional experience
Work History
Partnerships Manager
Akolade
01.2023 - Current
- Used Hubspot to record and report on sales activities and pipelines
- Elevated team productivity using practical training and motivational strategies
- Used professional sales techniques to negotiate best possible terms and conditions to satisfy customer requirements
- Analysed customer budgets, key competitors and overall market to qualify for new business opportunities
- Developed customer acquisition strategies to maximise sales volume and profitability
- Supported high-profile projects with proposal development and contract negotiation
- Managed sales calls, scheduled promotional work and tracked sales activities across channels
- Developed solid relationships with industry partners, furthering business development objectives through multiple channels
- Conducted market research and identified potential business opportunities.
- Collaborated with sales team members to identify target markets and develop sales strategies.
- Developed growth plans by identifying key clients, key targets, and priority service lines.
- Developed and implemented strategies to increase customer base and revenue growth.
Credit Analyst
Westpac
Sydney
04.2020 - 01.2023
- Developed relationships with external partners such as creditors, appraisers, title companies to facilitate smooth processing of loan applications.
- Determined appropriate loan terms based on borrower's creditworthiness.
- Participated in regular meetings with internal stakeholders to discuss best practices for managing the organisation's loan portfolio.
- Communicated regularly with borrowers throughout the application process.
- Analysed customer payment histories to assess credit risk profiles.
- Reviewed and analysed financial statements of potential borrowers to determine credit worthiness.
- Collaborated with other departments within the organisation to ensure efficient processing of loan applications.
- Used OBP to assess home loan applications
Home Lending Specialist (Lending Operations)
NAB
01.2019 - 01.2020
- Engaged in educating clients to discover tailored home loan solutions for seamless entry into their dream homes or investment properties, gaining insight into their current financial situations, needs, and goals
- Guided clients through the entire home lending journey, from initial contact to settlement, actively participating in application writing, document acquisition, and ensuring a smooth transition from conditional to unconditional approval
- Maintained proactive communication throughout the process, updating clients via phone and email to keep them informed and engaged in their home buying journey
- Successfully overturned initial decisions for referred or declined applications, leveraging a deep understanding of credit and banking policies
- Addressed diverse client queries, including rate inquiries and existing loan structure reviews, demonstrating versatility in handling various aspects of home lending
- Actively participated in continual compliance workshops to stay abreast of the latest policies and procedures, meeting the minimum requirements to uphold lending accreditation within a banking year
- Leveraged systems such as Siebel and OBP (Oracle Banking Platform) to efficiently address client inquiries of any scale, providing seamless assistance
- Conducted manual calculations, including components such as LVR (loan to value ratio), LMI (Lenders Mortgage Insurance), equity, and cross-collateral options, assisting clients in assessing their current and future financial positions
- Educated clients on barriers to loan qualification
- Supported applicants throughout the process, including obtaining information for applications and assisting with forms
- Verified completeness, accuracy, and integrity of loan agreements
- Resolved questions and assisted with paperwork by personally helping individuals
- Assisted clients with selecting optimal loan products by explaining rates and terms
- Listened to customer requests and specifications and made suggestions to appropriately fulfill needs.
Lending Specialist
NAB
01.2019 - 01.2019
- Drove client satisfaction by actively educating and engaging clients in the exploration of personalized lending solutions, including personal loans and credit cards, to meet their unique financial needs
- Provided end-to-end guidance to clients, adeptly navigating them from the application phase through to drawdown
- This involved hands-on tasks such as crafting applications, acquiring necessary documentation, and closely overseeing verification processes
- Demonstrated resilience and expertise by effectively overturning initial decisions for referred or declined applications, leveraging an in-depth understanding of credit and banking policies
- This proactive approach ensured that clients received the financial support they needed
- Continuously sought ways to enhance the lending process, contributing innovative ideas to improve efficiency and customer satisfaction
- Collaborated seamlessly with internal teams, including credit management and verification units, to streamline processes and address challenges, ensuring a smooth and expedited lending experience for clients
- Actively participated in ongoing professional development and training programs, staying ahead of industry trends and maintaining a deep understanding of evolving lending regulations and best practices
- Excelled in creating a client-centric environment by prioritizing clear and transparent communication, fostering trust, and building lasting relationships to drive repeat business and referrals.
Marketing Executive
Resonate Business Ignition
01.2017 - 01.2018
- Orchestrated comprehensive end-to-end marketing processes, successfully managing initiatives for both the business and its diverse client portfolio
- Led effective social media management, leveraging platforms to enhance brand visibility, engage audiences, and drive strategic marketing objectives
- Spearheaded dynamic digital and content marketing initiatives, crafting compelling content that resonated with target audiences and contributed to increased brand awareness
- Demonstrated sales management prowess, collaborating with teams to align marketing efforts with sales strategies, driving lead generation, and contributing to revenue growth
- Navigated video production processes, from conceptualization to execution, ensuring the creation of engaging visual content that effectively conveyed brand messaging
- Formulated and executed comprehensive marketing strategies, aligning business goals with creative and data-driven approaches for enhanced market positioning and sustained growth.
Education
Home Lending Accreditation -
National Australian Bank
Sydney, NSW01.2019
Bachelor of Commerce: International Studies -
Australian Catholic University
Sydney, NSW01.2018
High School -
William Carey Christian School
Sydney, NSW12.2013
Skills
- Organisation and Time Management
- Teamwork and Collaboration
- Excellent Communication
- Attention to Detail
- Cultural Awareness
- Microsoft Office
Timeline
Partnerships Manager
Akolade
01.2023 - Current
Credit Analyst
Westpac
04.2020 - 01.2023
Home Lending Specialist (Lending Operations)
NAB
01.2019 - 01.2020
Lending Specialist
NAB
01.2019 - 01.2019
Marketing Executive
Resonate Business Ignition
01.2017 - 01.2018
Home Lending Accreditation -
National Australian Bank
Bachelor of Commerce: International Studies -
Australian Catholic University
High School -
William Carey Christian School
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