Sydney, New South Wales, Australia
As a high-performing and self-driven professional, I am passionate about solving meaningful problems in innovative ways and making a substantial difference to an organisation. With extensive experience in sales and digital product management across both banking and fintech lending, I am uniquely positioned to inform product strategy that drives revenue growth, improve efficiencies, and enhance customer satisfaction. My key strengths include analytical thinking, team collaboration, customer-centricity, and I am excited to bring these traits to my new challenge ahead.
• End-to-end responsibility for building, launching and managing digital experiences that delivers on business strategic priorities and outcomes. o Product domain – Home Lending credit assessment experience. o Key metrics – credit assessment team productivity via automation & simplification. • Prioritise and execute new initiatives that align to the strategy and combines the needs of technology, design, product, operations, legal, risk and compliance. o 90% LVR without LMI. o Auto verification of employment income o Auto verification of identity VOI • Lead and mentor team members in digital products and experiences.
Responsibilities: • Develop and execute product strategy across the full product lifecycle using Agile methodology. • Lead cross-functional teams including engineering, design, data, and marketing. • Improve and maintain digital assets against targeted Key Performance Indicators (KPIs) - digital application, partner assets, Salesforce CRM, online calculators. • Stakeholder relationship management across varying business units and senior leadership. • Roadmap & backlog management and prioritisation including cross pod dependencies. • Delegation of tasks and provision of mentorship to junior team members. Key Achievements: • Participated in Prospa’s Rise Program, a leadership training program for upcoming leaders. • Brought to life 'QuickQuote', Prospa's first digital quoting service – a foundational piece of work towards building out an embedded finance experience. • Improved the existing digital application customer experience to reap efficiency gains at the top of funnel for 25% of leads. • 40% reduction in the time taken for an agent to complete and submit a business loan application (via Salesforce) over 12 months of tactical improvements. • Managed the delivery of the ‘Agent Dashboard’ which reduced the time taken for agents to analyse bank statements by approximately 10 minutes on average per analysis. • Subject Matter Expert (SME) at Prospa in the following areas: digital application, lead lifecycle, partner portal & APIs, quoting experience.
Responsibilities: • Provide consultative finance solutions to small-medium size business owners across Australia. • Achieve monthly sales targets within designated territory. • Build and maintain partner relationships to influence repeat business. • Provide support and guidance to the wider sales teams when working on complex deals. Key Achievements: • Awarded the ‘Dreamy’ award for my contribution to the operations team in going above and beyond, preparing reports and documents to help the team perform at their best. • First sales agent in the New Business team to achieve settlement volume of $3m in May. • Nominated for ‘Values Ambassador’ for the year 2020. • Built a quoting support tool on Excel that resulted in widespread adoption by all sales teams. • Reviewed and revamped the Prospa Chat Bot to improve lead funnel & customer experience. • Nominated as the key technical resource to create, test and launch the new ‘Back to Business’ product pricing calculator for the wider sales team to use.
Achievements: - No. 1 ranking Premier Relationship Manager in NSW Retail Branches for Q4 2016 (No.7 for full year 2016) against overall KPIs including Home Loan Settlements, General Insurance Sales, Premier Customer Acquisition, Portfolio Growth, and Credit Card Sales. - Rated ‘Role Model’ for values and behaviours and ‘Top Performer’ against KPIs. - Selected as a branch champion to contribute in discussions surrounding Management Reporting Information & Trigger Leads. Responsibilities: - Managed the growth of a portfolio of diverse premier and personal account relationships by delivering customer centric solutions to accommodate their needs. - Understanding the Retail Credit Guidelines Manual in detail to complete credit proposals. - Experience dealing with clients across a range of demographics including high level executives and business owners based around the NSW Eastern Suburbs. - Prospected for potential new clients by tracking leads and referrals and converting to solid business. - Promoted cross selling opportunities and generating leads for colleagues. - Handled customer complaints in a highly professional and efficient manner. - Delegation of tasks and provision of mentorship to junior team members.
Achievements: - No.1 ranking in the Inbound Sales Team for Year-To-Date 2014 (HSBC Aspire Award). - Highest number of qualified home loan and wealth referrals (YTD) in the team for 2014. Responsibilities: - Helped customers find solutions to their banking needs by recommending the most suitable products (bank accounts, general insurance, credit cards, personal loans) that will assist in wealth protection, wealth creation and ease of banking transactions. - Assisted with providing valuable feedback to each product and service line to improve any gaps based on direct customer/front line feedback.
- Assisted with day to day over the counter transactions as a bank teller with a focus on sales referrals and eye for detail. - Consistently improved and exceeded referral targets over a 8 month period.