Reference details available upon request.
Reference details available upon request.
Director Owner Founder
2017-current
A proficient Business Analyst focused on digital integration coupled with Cyber Security strategies and providing consultancy services to small and medium-sized enterprises (SMEs), offering expertise in analyzing, designing, and implementing optimal business practices to attain operational excellence.
Digital Project Manager
2019 - current.
Overseeing cross-functional methodologies to ensure timely project completion through consistent and concise communication with all stakeholders via diverse off-the-shelf applications. Orchestrating the engagement and collaboration of third-party consultants across marketing, software development, digital marketing, and systems analysis and design.
Chief Operating Officer
Sept 2015– Sept 2017
Leading operational management to streamline processes while driving sales growth across diverse sectors including real estate, marketing, telemarketing, accounting, lending, insurance broking, client services, and conveyancing. Accountable for amplifying sales within a prominent financial management firm specializing in innovative home loan elimination strategies and property sales.
In my role as Lending Manager, I spearheaded the development and direction of a proficient team of home finance lenders and client relationship managers, focused on delivering tailored lending solutions to clients nationwide. I prioritized accuracy, urgency, compliance and adherence to procedural excellence to ensure swift and precise execution of lending scenarios, catering to clients' needs promptly and effectively.
Full Service Senior Bank Manager
March 2010 - September 2015
Led a large team of finance professionals at the largest Gold Coast Westpac Branch, overseeing a comprehensive fulle service suite of banking products and services. Managed two specialized Home Finance Managers, a senior Financial Planner, an advanced Financial Planner, and a seasoned commercial lending veteran with 26 years of experience in Commercial and SME lending. Additionally, directed staff catering to premium and small business customers.
Regional Director Home Finance Managers
March 2013 - September 2015
Accountable for recruitment, training, and development initiatives for the Home Finance Management team across the Gold Coast region, driving Westpac's prominence as the preferred destination for diverse home finance requirements. Training, mentoring, coaching and development whilst maintaining high compliance and responsible lending practices.
Regional General Manager - Far North Queensland
2015
This role relied on a proven success in team management and aligned to a customer-centric ethos. This role required strategic thinking adept at aligning customer requirements with business goals, harnessing the power of data analytics to inform decision-making and spearhead transformative initiatives. My leadership was characterized by "an unwavering dedication to operational excellence and a strong advocacy for meeting and exceeding customer needs."
Relationship Director - Premium Banking
2014-2015
Spearheading cross-functional initiatives aimed at prioritizing customer outcomes, value, and experiences. Cultivating a customer-centric culture centered on satisfaction and success, while recruiting and nurturing high-caliber executives to develop a top-performing department. Focused on crafting seamless customer experiences that maximize share of clients total bankng needs and drive revenue generation through portfolio growth and retention.
Regional Director - Business Banking
May 2011- Feb 2013
Responsible for leading recruitment, training, and developmental programs for the business banking team spanning the Gold Coast region, instrumental in elevating Westpac's stature as the go-to choice for diverse commercial finance needs. Implementing robust training, mentoring, coaching, and development strategies while upholding stringent compliance standards and promoting responsible lending practices.
National Mortgage Broker Accreditation Manager
Jan 2009 - Mar 2010
Designed and implemented the National end to end accreditation process for Accrediting new to Westpac Brokers and existing brokers across Australia by training and familiarising Finance Brokers in Westpac Home Finance Lending Policy, procedures and systems. Responsible for Queensland, Western Australia, Northern Territory, NSW and South Australia.
Owner Director Founder
2006-2009
As a High Performance Coach, I specialize in propelling individuals to achieve exceptional results by cultivating impactful behaviors. My focus is on Inner Performance, harmonizing personal aspirations with core business objectives to unlock true potential and elevate personal and professional success to the next level.
Copyright © 2024 About Norm Roberts - All Rights Reserved.