LMG is Australia & NZ’s largest and most progressive aggregator, advocating for 6,000 brokers and their clients. 100% family owned.

Partnership Manager NSW

Choice Aggregation Services

Provide business planning support, service, marketing, coaching and training to member network using Choice segmentation strategy and model.

Wizard Home Loans

Key responsibility is to lead the growth of Wizard in the region, increase profitability of branches and protect the reputation and value of the Wizard brand. Responsible for 15 Wizard franchises – (17 Principals, 12 Mobile Managers & 5 Support Officers)

Provide support to franchise owners in building their business under the Wizard Home Loan brand by consulting and coaching branches on implementing area sales and marketing activities.

State Development Manager NSW/ACT

Homeloans Ltd

•	Controlled the sale of company products/services in NSW to achieve sales forecasts/budgets. Increased and exceeded lending budgets consistently resulting in NSW Retail becoming the second most profitable area nationally
•	Promoted good relationships with dealers, distributors and customers and maintained contact with major account holders
•	Directed, controlled and motivated sales team, measuring performance against agreed objectives. Managed 10 retail lending mobile consultants and three satellite offices. (Successfully opened our prime satellite office in Baulkham Hills, NSW)
•	Monitored new product launches, promotion, advertising and merchandising activities, meetings and presentations
•	Recruited the necessary sales staff and oversaw training requirements as a team and/or one-on-one
•	Regularly conducted visitations, board reports and performance reviews

NSW State Manager - Retail

IMB Ltd

•	Extensive experience in complex consumer lending with personal delegation of $1,000,000.00
•	Packaged all consumer lending in excess of $1,000,000.00 as a submission to credit committee without difficulty
•	Point of reference for Sydney and Canberra lenders, answering lending and policy questions and advising on structure of deals 
•	Liaised with regional sales managers and mobile lenders to ensure business objectives are met
•	Provided training as required.

Senior Credit Analyst

Commonwealth Bank of Australia

•	Managed 22 colleagues relating to personal/business lending (includes three mobile bankers, three high-valued relationship managers, four personal business assistants/specialists and 11 retail lenders) Consistently achieved and exceeded set targets
•	Key performance indicators included: a) achieving high levels of customer satisfaction; b) actively promote culture of prudent risk management; c) managed staff performance with effective leadership principles, ensuring staff were skilled, motivated and available to achieve business targets; d) combined area/branch personal lending and deposit performance achieved to plan/new business plan performance ($ and volume); e) expense performance achieved to plan
•	Proven sales outcomes - my team were winners of Best Area Team for personal lending growth within NSW/ACT fiscal year 1999/2000
•	Resolving customer complaints in an amicable and timely manner
•	Credit quality control checks/auditing
•	Coached, trained and developed staff
•	Leadership/sales management
•	Provided high volume analytical credit decisions with personal DLA and followed Commonwealth Bank motto of "make it happen".

Manager Retail NSW

Passionate about our Dynamic Mortgage Broking Third Party Industry. 

35 Years overall Finance Experience in Retail, Franchise and Third Party Businesses (Mortgage Broking).

Highly motivated with strong skills in Sales, Partnership Management and Business Development.

Experienced in working with individuals or diverse teams to achieve set goals. 

Have achieved on a number of internal awards based on state and national performance as a Choice Partnership Manager.

Love what I do!

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