Mobile Home Lending Executive

- Own and maintain a portfolio of home loan clients.
- Grow the home loan book of new clients by understanding clients’ financial goals, affairs and risk tolerance. 
- Cross-sell financial products (i.e. financial planning / business banking / FX / insurances).
- Undertake Business Development roles to establish new relationships with introducers and networking referral clients.
- Proven track record in meeting KPIs and sales targets.
- Developing and maintaining a sales pipeline. Ensuring all new opportunities and leads from a variety of sources are actioned in a timely manner
- Strong understanding of credit analysis and complex problem solving skills.  
- Excellent negotiation and retention skills to prevent clients from leaving NAB to another financial institution.

Mobile Home Lending Manager

- Own and maintain a portfolio of home loan clients.
- Grow the home loan book of new clients by understanding clients’ financial goals, affairs and risk tolerance. 
- Cross-sell financial products (i.e. financial planning / business banking / FX / insurances).
- Undertake Business Development roles to establish new relationships with introducers and networking referral clients.
- Proven track record in meeting KPIs and sales targets.
- Developing and maintaining a sales pipeline. Ensuring all new opportunities and leads from a variety of sources are actioned in a timely manner.
- Undertake managerial responsibilities in absence of branch managers - being a direct point of contact for branch staff and handling customer complaints.
- Strong understanding of credit analysis and complex problem solving skills.  
- Excellent negotiation and retention skills to prevent clients from leaving NAB to another financial institution. 

Achievements: 
- Awarded NABHonour in 1st year of employment. NABHonour is recognized to the top 1.5% employees.
- Awarded “The People’s Choice Award” by Retail NSW GM for being the best performing employee in the Hills LAM (Local Area Market) for FY 2018
- Nominated to be Hills LAM 1st Lending Specialist
- Top Performing Banker in Local Area Market (LAM)

Lending Manager

CommSec

I establish and maintain relationships with new and existing "mums and dads" investors, financial advisors and fund managers on a daily basis to assist with investing and trading on the international stock market exchange (NYSE, LSE, SGX, HKE, TSE and many more). Furthermore, I assist clients to trade on the OTC exchange, FX and CFDs Product.

My position in the team is a highly diversified role with responsibilities involving, but not limited, to helping clients transfer stocks from external brokers and share registries, exchange foreign currency, setting up international trading accounts for new clients, assist in the participation of corporate actions, call prospects and generate internal referrals, collaborate with the products team to enhance the experience of customers and cross-selling CBA & CommSec Products to generate extra revenue for the business. I have continuously to be consistent in meeting and exceeding KPI targets in all aspects of my role's requirement such as quality conversations with clients, sales target, managing risk, meeting CPD requirements and taking ownership of development of our product and services.

International and Derivatives Market Dealer /  Sales & Relationship Accounts Manager

FAZAM Pty Ltd

•	Establishing partnerships with music touring companies (LiveNation Australia, TOTEM One Love, Niche Productions, Future Entertainment, FUZZY Entertainment and JIVE FM Media Australia).
•	Managing a promotional and sales team to achieve targets set out by the Operations Manager for various events. 
•	Collaborate with internal and external stakeholders including marketing team for branded material and ticketing operations for music festivals and concerts.
•	Coordinating with Management and Head of Marketing Department to develop marketing plans to assist in achieving KPIs and meeting under budget.					   
•	Directly reporting to the Commercial Operations Manager and Business Development Manager to analyse the progress of current projects and task such as bar and door sales intakes, creating comparison charts, managing budget for weekly activities, implementing marketing and sales strategies, handling inbound calls for bookings, reconciling payments to club promoters.

Managing Director, Business Development Manager

🏆 NAB Honour 2024 Honouree 
🏆 NAB Honour 2023 Honouree
🏆 NAB Honour 2022 Honouree 
🏆 NAB Honour 2021 Honouree 

🏆 #1 NAB Lending Executive 2021 across the country. 
🏆 #1 NAB Lending Executive 2022 across the country. 
🏆 #1 NAB Lending Executive 2023 across the country. 
🏆 #1 NAB Lending Executive 2024 across the country. 

Experienced Lending Executive with a passion to help customers achieve their financial goals through property investing.

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