Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Taylan Sari

Melbourne,Australia

Summary

Dynamic finance professional with extensive experience in investor servicing, fund operations, and client relationship management. Proven ability to build and maintain strong stakeholder relationships while managing complex accounts and supporting portfolio growth. Currently contributing to La Trobe Financial, with a keen ambition to leverage expertise in business banking to drive client success and enhance revenue growth. Committed to delivering exceptional service and strategic insights that foster long-term partnerships and business development.

Overview

5
5
years of professional experience

Work History

Investor Services Officer - Asset Management

La Trobe Financial
08.2024 - Current
  • Key contact for advisers, brokers, and investors across Australia’s largest credit fund (A$20bn+ AUM).
  • Built trusted relationships and delivered compliant investor communications.
  • Onboarded diverse investor structures (companies, trusts, SMSFs), supporting hundreds of accounts.
  • Oversaw daily processing of A$10m+ direct debit transactions, ensuring accuracy and timeliness.
  • Collaborated with senior leadership and compliance teams to enhance onboarding and reporting.
  • Conducted AML/KYC reviews, safeguarding fund integrity and investor confidence.

Business Operations Associate

IGI
01.2023 - 08.2024
  • Managed and sustained relationships with 100+ SME clients (builders and contractors), acting as the primary point of contact to support ongoing business partnerships.
  • Conducted market research to identify emerging trends and customer needs, enhancing competitive positioning.
  • Increased client base by identifying new business opportunities and cultivating strong relationships with key stakeholders.

Banking Consultant

ANZ
12.2021 - 12.2022
  • Contacted up to 15 new prospective clients per week to generate new loans, deposits and business to achieve company production goals.
  • Achieved top 10 in sales targets within the region out of over 100 consultants on a consistent basis. (surpassing ~150% of benchmark sales targets)
  • Extended and sustained relationships with customers to maintain and grow business

Loan Processor

Mortgage Domayne
12.2020 - 12.2021
  • Processed loan applications efficiently, ensuring compliance with regulatory standards and company policies.
  • Reviewed financial documents for accuracy, verifying borrower information and creditworthiness.
  • Communicated effectively with clients, providing updates and addressing inquiries throughout the loan process.
  • Worked under a senior mortgage broker, assisting in the processing and settlement of ~AUD $70M in loans per annum.

Education

Post Graduate Certificate - Business Administration

RMIT University
01-2025

Bachelor of Business - Economics & Finance

RMIT University
01.2021

Associate Degree - Business

RMIT University
01.2019

Diploma - Finance and Mortgage Broking

FARSTA

Certificate IV - Finance And Mortgage Broking

FARSTA

Tier 2 - RG146

Kaplan

Skills

  • Relationship management
  • Client servicing
  • Investor communication
  • Problem-solving
  • Attention to detail
  • Organizational skills

References

References available upon request.

Timeline

Investor Services Officer - Asset Management

La Trobe Financial
08.2024 - Current

Business Operations Associate

IGI
01.2023 - 08.2024

Banking Consultant

ANZ
12.2021 - 12.2022

Loan Processor

Mortgage Domayne
12.2020 - 12.2021

Bachelor of Business - Economics & Finance

RMIT University

Associate Degree - Business

RMIT University

Post Graduate Certificate - Business Administration

RMIT University

Diploma - Finance and Mortgage Broking

FARSTA

Certificate IV - Finance And Mortgage Broking

FARSTA

Tier 2 - RG146

Kaplan

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