Commercial Finance & Brokerage
Grounded in hands-on brokerage floor experience.
Driven by rigorous financial assessments, cash-flow reviews, and compliance-aware stakeholder coordination.
Commercial Finance & Lending Operations
Professional background in managing commercial lending lifecycles and building the operational systems that scale them. Proven track record of assessing financial risk, analyzing cash flows, and designing automated CRM workflows to eliminate bottlenecks and drive settlement volume.
Core Competencies
Financial Operations
Commercial lending lifecycle, cash-flow and risk assessment, and brokerage operations.
Technical Execution
CRM architecture and automation, workflow engineering, and AI system deployment.
Strategy & Scale
B2B client strategy, cross-functional leadership, and B2B stakeholder engagement.
Proof in execution
The Numbers
Measurable outcomes across finance and systems architecture.
$4M+
Settlement volume maintained for 8 months
5
Cross-functional team members overseen
40+
Custom operational workflows deployed
50+
Weekly admin hours eliminated through automation
Professional profile
Bridging Commercial Strategy and Execution
Systems Architecture & Automation
High-volume finance requires flawless architecture.
Experience includes architecting bespoke CRM layouts, automated lead generation, and reporting systems that compress processing and onboarding times.
Systems flow
Methodology: From Signal to Settlement
Commercial input
Starting with the money-moving signal.
The work begins with a lead, financial statement, client request, or stakeholder handoff that needs to be captured cleanly.
Business output
A clean commercial input ready for ownership, assessment, and tracking.
Featured work
Applied Professional Experience
Project 01Commercial Lending OperationsNewGen Finance BrokersMaintained a $4M+ settlement volume for 8 months via rigorous financial assessment and cash-flow reviews.View details
The problem
Commercial and residential lending operations required disciplined intake, assessment, stakeholder coordination, and settlement execution.
The build
Directed end-to-end commercial and residential lending operations through financial assessment, cash-flow reviews, document workflows, and stakeholder coordination.
The result
Maintained a $4M+ settlement volume for 8 months via rigorous financial assessment and cash-flow reviews.
Project 02Brokerage Automation ArchitectureNewGen Finance BrokersDesigned workflow architecture to compress processing and onboarding times while removing manual data entry bottlenecks.View details
The problem
Manual data entry and fragmented lead handling created bottlenecks across processing and onboarding.
The build
Architected bespoke CRM layouts and automated lead generation to create a cleaner operational path through the lending lifecycle.
The result
Designed workflow architecture to compress processing and onboarding times while removing manual data entry bottlenecks.
The tooling & stack
Technical Execution & Strategy
Financial Operations
Commercial lending lifecycleCash-flow & risk assessmentBrokerage operations
Technical Execution
CRM architecture & automationWorkflow engineeringAI system deploymentFinancial automation with Generative AIAdvanced data analysis
Strategy & Scale
B2B client strategyCross-functional leadershipB2B stakeholder engagement
The path
Career Overview
January 2023 - Present
Brokerage operationsNewGen Finance Brokers
Commercial Finance & Operations Specialist
$4M+ settlement volume
Directed end-to-end commercial and residential lending operations, overseeing a cross-functional team of 5. Maintained a $4M+ settlement volume for 8 months via rigorous financial assessment, cash-flow reviews, and heavy workflows and automations. Architected bespoke CRM layouts and automated lead generation to compress processing and onboarding times.
Contact
Open to corporate opportunities.
Available for roles in Sydney, Australia.