Capital Lending & Wealth Management Specialist with 5+ years of experience as a licensed Australian Finance Broker, expert in credit underwriting, debt structuring, and client portfolio optimization. Proven ability to navigate complex global compliance standards, and managing high-net-worth (HNW) client relationships. Relocated to the Cayman Islands with an active work permit held, and available to deliver immediate risk-compliant lending solutions and relationship banking expertise from day one.
Work History
Complex Lending Solutions Associate
1 Year 4 Months
National Australia Bank | 03.2025 - 07.2026
Led project teams in executing initiatives that supported business growth and enhanced customer engagement strategies.
Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
Provided specialised support to bankers and relationship managers in Business & Private Banking on managing the extension of business lending contracts.
Risk Analyst
8 Months
Morgan Stanley | 06.2024 - 02.2025
Providing accurate execution of client trade instructions.
Collaborating with internal and external parties to address high-end client queries and deliver solutions to ensure seamless portfolio management.
Analyzed risk factors affecting investment strategies to enhance decision-making processes.
Home Loans Case Manager
9 Months
ANZ Bank | 04.2023 - 01.2024
Assessed daily cases, making critical decisions on litigation referrals to minimize risk and financial loss.
Offering appropriate arrangements on high delinquent accounts. Negotiating personalised solutions while providing suitable payment arrangements for clients with long-term debt.
Inside Sales Associate
6 Months
Moula Money | 08.2022 - 02.2023
Spearheaded term-loan funding initiatives for Australian SMEs, contributing to a 20% increase in loan processing efficiency.
Served as the primary liaison between clients/brokers and credit teams, ensuring optimal service levels and streamlined operations.
Outbound Area Manager (Internship)
2 Months
Amazon AU | 12.2021 - 02.2022
Led a project for the redesign of Pack Line 2, improving peak time delivery management and operational efficiency.
Implemented new ergonomic designs to ensure a safe work environment for all associates, reducing injury rates by 5%.
Business Development Specialist / Exports
10 Months
SuperCourse ELT Publishing | 01.2018 - 11.2018
Cultivated B2B relationships, identifying new business opportunities in Egypt, Cyprus, and Turkey.
Enhanced customer service standards, setting a professional example for internal and external stakeholders.
Education
Digital Innovation & Intrapreneurship
IU International University of Applied Sciences | Germany | 03-2024
(Hybrid Studies)
Bachelor of International Business
RMIT University | Melbourne, Australia | 01-2022
Diploma of Pharmaceutical Technology
Pharmaceutical Sciences Institute at Veroia | 05-2019
Skills
Business Development
Entrepreneurship
Loan Processing
Customer Relationship Management
International Business
Project Management
Account openings
Banking software proficiency
Certification
Diploma of Finance and Mortgage Broking Management, Entry Education - August 2025
LANGUAGES
English
Russian
Greek
Arabic
AWARDS
Latest Deal Submission Award, Moula Money, January 2023