Sydney, New South Wales, Australia
With a strong foundation in finance and a passion for delivering exceptional client outcomes, I excel in driving sales growth and forging lasting relationships in the fast-paced financial industry. I thrive on identifying opportunities, crafting tailored investment strategies, and helping clients achieve their financial goals. My expertise includes: ✔️ Analysing market trends to identify lucrative opportunities for clients ✔️ Communicating complex financial concepts in clear and persuasive ways ✔️ Developing lead generation and conversion strategies to achieve and exceed targets If you're looking for a proactive, solutions-oriented professional to help drive growth and success in the finance sector, let’s connect!
✔️ Specialising in policy guidance and technical support across Connective Lending Products and platforms ✔️ Support CHL sales growth and retention strategies with Sales and BDM teams ✔️ Maintain CRM accuracy, reporting, and deal tracking (Dynamics and Mercury) ✔️ Drive application conversion through proactive broker engagement ✔️Profitability Optimisation: Deliver end to end broker support across enquiries, submissions, and follow ups
✔️High Conversion Rate of 23% Conversion rate from Application to Settlement. ✔️Assessment: Perform income calculations, assisted with loan sign-ups, conducted initial borrower appraisals ✔️ Save Rate Success: Achieved an average save rate of 44% per month with minimal margin discounts (less than 25bps). ✔️ Customer Loyalty: Reduced churn rates from 23.7% to 6.9% within a single month by leading team efforts and initiating over 140 calls. ✔️Profitability Optimisation: Increased backbook profitability through margin improvement and maximized ROIC on capital investments.
✔️ Process Optimisation: Proficient in managing security variations, including substitutions, partial releases, and discharges, while adhering to regulatory standards.
✔️ First Callers Resolutions: Managed 5763 calls in 2022 with a first call resolution of 75.80%.
✔️ Complaint Management: Skilled in addressing customer dissatisfaction and unresolved issues, providing tailored solutions for delayed or damaged parcels. ✔️First Call Resolution: Proven success with a low escalation rate of under 5%, showcasing effectiveness in resolving concerns promptly. ✔️Problem Solving: Expertise in offering reasonable and practical solutions to ensure customer loyalty and satisfaction.