Zoe Calderbank
Adelaide,SA
Summary
Business development and finance professional with 6+ years' experience across consumer finance, commercial and asset finance, broker relationships, operations and partnerships.
Experienced in building and growing B2B relationships with mortgage brokers, accountants and professional referral partners, with a strong understanding of how brokers identify client opportunities and what they need from a finance provider to deliver a great customer experience.
My career has provided me with experience across the full finance ecosystem, from writing finance and managing settlements, through to broker training, operations, BDM and partnership management. This gives me a strong understanding of both the customer journey and the intermediary relationship.
Commercially minded, highly relationship-focused and confident in business development, networking, presentations and face-to-face relationship management. I enjoy identifying opportunities, opening doors, educating partners and turning relationships into long-term business.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Partnership Manager
Sanomi Finance
Unley, SA
12.2024 - 08.2026
- Developed new B2B relationships through proactive prospecting, networking, referrals, events and face-to-face meetings.
- Identified opportunities within partners' client bases and educated them on finance solutions to enhance customer offerings.
- Built and maintained a growing portfolio of mortgage broker and professional referral partners.
- Cultivated relationships from initial introductions to ongoing referral partnerships, ensuring sustained collaboration.
- Managed the partner experience and acted as a key point of contact throughout the referral process.
- Worked closely with finance brokers to ensure referred opportunities were efficiently managed through to settlement.
- Educated partners on business and asset finance solutions and how to identify potential funding opportunities.
- Collaborated with internal teams to facilitate successful outcomes for referred customers.
- Represented Sanomi Finance at networking events and professional functions.
Business Development and Operations Officer
LMG Asset Finance (Formerly Nodifi)
Adelaide, SA
12.2019 - 12.2024
- Prospected and developed broker relationships across NSW and ACT, enhancing collaboration and referral opportunities.
- Identifying opportunities for asset and equipment finance within brokers' existing client bases.
- Educated brokers on asset finance solutions, enabling them to identify and capitalize on suitable client opportunities.
- Conducting face-to-face broker meetings and presentations.
- Built relationships through regular communication and networking, fostering trust and ongoing collaboration.
- Supporting brokers with finance scenarios and lending requirements.
- Working closely with internal teams to progress opportunities and deliver outcomes.
- Maintaining strong relationships throughout the sales and settlement process.
Skills
- B2B relationships
- Partner management
- Commercial and business funding experience
- CRM Management
- Process Management
- Financial solutions education
- Networking strategies
Certification
- Certificate 4 in Finance and Mortgage Broking
Affiliations
- Volunteer | Fresh 92.7 Radio Station | On Air Announcer | May 2026 - Present
Volunteer radio announcer for Fresh 92.7, contributing to live programming and audience engagement.
This role has strengthened my ability to communicate confidently, build rapport quickly and think on my feet, skills I bring directly into client meetings, presentations, networking and business development.
Key skills: Public speaking | Communication | Interviewing | Working under pressure
Timeline
Partnership Manager
Sanomi Finance
12.2024 - 08.2026
Business Development and Operations Officer
LMG Asset Finance (Formerly Nodifi)
12.2019 - 12.2024