Shelley Simpson19 Kareena Road,

Miranda NSW 22280400 812 619

shellbee80@gmail.com

SummaryCorporate Relationship Manager and Business Consultant understanding all aspects of the customer’s business to offer solutions that would drive growth, productivity and increase profitability. Offering training to existing and new staff, presenting to external business partners and providing business plans that meet the customer’s strategy. Over the last 8 years I have been working B2B across small, medium, large and global organisations. I have 15 years’ experience in the financial services industry and 8 years in the insurance industry. My strengths include building relationships, training and education with strong interpersonal skills, managing people and problem solving. I have experience leading teams to achieve success in my role as a team leader and have consistently delivered exceptional customer service in my role as a Relationship Manager for a global organisation. I have negotiated some of the largest tenders/contracts for a publicly listed company whilst managing the overall account. I have consistently met targets and assisted the business to reach the required returns.

Key AchievementsMy unique capacity to consistently deliver exceptional customer service has been recognised in my achievements to date. These include:

As a BDM at ALI group for the last 9 months, I have grown my portfolio 44% year on year

Successfully negotiated both internally and externally exclusive contracts for the provision of LMI with NAB Broker, Macquarie Bank, Resimac, AMP Bank, ING Direct and Columbus Capital whilst exceeding profitability hurdles for a publicly listed company

Gained an anonymous customer satisfaction rating of 4.2 / 5 whilst managing over 60 accounts for Genworth over a 12 month period

Most liked presenter and at the NAB Broker Technical workshops 2014 reaching 1000 Mortgage Brokers

Achieved national service awards for customer service and account management (2008, 2011, 2014)

Managed large corporate accounts for Genworth including NAB, AMP Bank and ING Direct

Easy Plan Financial Services Mortgage Broker of the year, 2006

Professional ExperienceSeptember 2015 – Present: Regional Business Development Manager ALI Group is a distribution group offering Life insurance via strategic partnerships to over 3,000 mortgage brokers across Australia.

Key Responsibilities Authorise brokers under the ALI financial service licence to offer the products to

their customers in order to diversify their revenue and protect their clients Mentor and coach brokers to enable them the tools to offer the product effectively Grow the portfolio by managing a group of 180 – 190 mortgage brokers Recruit new brokers to the portfolio by strategically aligning with aggregators,

lenders and franchise groups

Exceed sales targets Work in and under high amounts of stress, where you must perform in order to

earn a reasonable income.

October 2007 – June 2015: Senior Relationship Manager/Business Consultant, Genworth Genworth is a global insurer, offering insurance in 23 countries worldwide. In Australia, Genworth is the leading provider of lenders mortgage insurance, making homeownership more accessible.

Key responsibilities Consult with lender’s executive teams to offer low risk products and solutions to

drive profitability, improve the customer value proposition and increase share of market

Business development and business consultant to major, international and regional lenders across Australia

Develop and execute strategies and drive initiatives throughout the businesses such as new products, increases in pricing and policy changes

Build internal teams and develop strong cross functional relationships to drive collaboration and embed functions and processes into the customer value chain

Review reports, industry trends and customer business models to identify opportunities to grow, share best practice and improve processes

Hold workshops and train customers to improve quality, reduce turnaround times and take out cost

Deal escalations and complete understanding of credit and lending functions Present at industry events to both large and small groups Manage targets and customers whilst prioritising internal and external requests Maintain, strengthen and prioritise a large portfolio of clients including ADIs, Non-

ADIs, mortgage managers, credit unions and building societies Assist employees and teams to drive collaboration, be approachable and give

honest feedback.

Key achievements Negotiated and developed competitive contracts to gain exclusivity from some of

the largest banks in Australia including: NAB Broker, Macquarie Securitisation Limited, RESIMAC and ING Direct

Maintained or increased market share for all customers throughout 2015 Gained awards for going above and beyond in managing and assisting customers

whilst under resourced, at the same time exceeding KPI targets

January – October 2007 Business Development Manager, Aims Home Loans

Aims is a funder of residential mortgages and offers product solutions to brokers and third party originators, whilst maintaining a direct retail customer base

Key responsibilities Develop relationships across targeted accounts Manage all sales related aspects for allocated accounts Review pricing and service levels Identify new sales and marketing opportunities Position Aims in the market to grow their brand

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Key achievements Successfully managed a portfolio of over 200 brokers across NSW

July 2003 – January 2007 Mortgage Broker, Easy Plan Financial Services (EPFS) (Parktrent property)EPFS is a mortgage broking and property investment firm in the Wollongong region. They offer a complete suite of mortgage products with access to over 30 lenders. EPFS is a division of Parktrent Property Group who service the investment market.

Key Responsibilities Identify investment opportunities and match the property to the investor based

on their financial needs New business development Complete loan proposals for commercial and PAYG customers Manage application through to settlement Manage targets based on being paid commission only

Key achievements Broker of the Year 2006 (EPFS) Consistently wrote over $50M in new business every year consecutively for three

years Accredited through MFAA – aggregated through AFG and over 30 accreditations

with major and minor lending institutions

Other positions include:

July 2000 – June 2003

Project Manager – Commonwealth Bank of Australia Commercial / Business Banker – Commonwealth Bank of Australia Personal Lender – Commonwealth Bank of Australia

January 1998 – July 2000

Team Leader Direct Marketing – Biramint Pty Ltd

Education and training 2012 – Advanced presentation skills 2012 – Change Acceleration Process Program 2011 – 2014 – Trusted advisor 2011 – Business writing 2010 – Effective presentation skills 2010 – Sales management and competencies 2009 – Advanced PowerPoint / word and excel 2009 – Negotiation skills

Hobbies and interests Friends and family Tennis Fitness Travel

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RefereesReferees available on request

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