Who will be the individuals who will lead the corporate side of the mortgage industry into the future? Check out more of MPA’s extended profiles of the next generation
Who: Michelle Bannister
What: Business Development Manager – Lending, Regional Victoria
Where: La Trobe Financial
Michelle, 30, is a previous MFAA Excellence Award and is well respected within the mortgage industry. Michelle’s commitment and service to regional brokers sets her apart.
In 2011, Michelle also won La Trobe Financial’s BDM of the Year. This is a staff voted award and not only is she recognised within the company as one of La Trobe Financial’s best rising stars, but also within the business community.
Who: Natalie Perdigao
What: Credit and Business Support Officer
Natalie, 27, is a genuine professional who has an absolute ability to listen and take on board exactly what is being said to her and looks to provide a solution. Originally from an accounting background, Natalie has embraced the finance industry.
“It is rare to find an individual who places the good of the whole team on all occasions ahead of anything else and works to a shared vision,” says Sintex head Cathy DiMarchos. “She embraces the ever-changing working environment and takes on tasks that are well outside her comfort zone, but nevertheless provides an outcome that is great for all parties concerned.”
Who: Peter Rafidi
What: Senior Relationship Manager
Where: NAB Broker
Peter Rafidi joined NAB Broker in 2006 as a service representative in the Broker Response Centre. His star quality was already on the rise as he was regularly awarded the monthly Key Achiever award. Peter was given the opportunity to move into a business support specialist role where he very quickly became an integral part of the NAB Broker NSW distribution team. Over the following two to three years, Peter further developed his skills and built strong relationships with his broker partners.
Peter is now a senior relationship manager at NAB Broker, managing 300 brokers mainly from Choice, and has been recognised as a rising star within NAB and the broader broking industry. He won BDM of the Year for Choice in NSW last year. He was also awarded Rising Star of the Year at the NAB Broker National Sales Conference in 2011.
Who: Trayce Grippo
What: National Relationship Manager
Where: National Mortgage Company
Trayce Grippo, 29, comes from a strong, successful credit background. Despite being in the mortgage industry for twelve years (five of these at NMC), Trayce has been in a sales role for just over a year. She has forged a well-respected reputation for herself with her unrivalled understanding of the white label market, and how to smoothly implement each new business partner into NMC’s servicing platform with the greatest level of comfort for all parties involved.
Her skills in relationship building and sound knowledge in this diverse role make her a fantastic ambassador for NMC and an asset to the industry.
Who: Vasé Marcevska
What: Business Development Manager – NSW & ACT
Vasé, 24, joined the Pepper sales team in early 2011 and made an instant impact. To date, Vasé has grown her portfolio by a staggering 300%; she also holds the national record for the highest volume of loans settled in one month (within Pepper) and continues to get glowing commendations from her peers.
What sets Vasé apart from others in her field is her willingness to learn, her large knowledge base of both Pepper’s business and competitor offerings and most notably her ability to adapt to meet the unique needs of each broker.
Who: Adrian Lee
What: NSW State Business Manager
Adrian, 27, is Finsure’s youngest state business manager, managing recruitment, support and training of all brokers in NSW and ACT. Adrian has strong experience and relationships developed through his time as a high volume mortgage broker, business owner and corporate manager.
Adrian became a mortgage broker at the age of 18 in 2002. By his 21st birthday, Adrian was building a loan book in excess of $100m through two retail offices in Sydney’s inner west, and created an offshore call centre business operating out of India and Manilla, which generated leads for his offices, and eventually came to supply three of the top five aggregators at that time.
After a brief stint at Macquarie Bank, Adrian joined Loanmarket, initially to develop their lead generation and market strategy, and went on to build a team of inhouse brokers to service the growth of the offshore and expat lending market segment.
Who: Calvin Ng
What: Executive Director and Co-founder
Where: 1300 Home Loan/Finsure
Calvin, 28, has a background in investment banking and private equity including investments in residential and commercial mortgage backed securities and established home loan and specialty finance businesses. Calvin is involved in overall business strategy, compliance, operations and finance.
His skillset is complemented by being a solicitor and a fully-qualified mortgage broker focusing on complex borrowing scenarios. Calvin is also a co-founder of Aura Capital Group, a boutique corporate finance, investment and advisory business focused on the SME market and high net worth investors.
Who: George Srbinovski
What: Business Development Manager
George Srbinovski joined AFG 18 months ago after spending several years at St George where he was consistently its number one BDM in the NSW market, as well as being rated by PLAN Australia as the best lender BDM.
In his first 12 months, he finished as AFG NSW’s number one BDM. He is well-known within the Sydney market, and feedback from brokers is that he is confident, knowledgeable, goes the extra mile to help them build their business and is a strong advocate for their business.
Who: Bryce Deledio
What: National Accounts Manager (Recruitment & Portfolio Manager)
Bryce Deledio, 35 has over 15 years’ experience in the mortgage industry and is in his eighth year with AFG.
Bryce has grown his member base from scratch and now oversees a portfolio of close to 350 loan writers. Bryce is very strategic and lateral in his thinking, and his approach to recruitment and as a result he has secured many significant national accounts for AFG over the past 12 months.
He has taken on National Account Manager responsibilities for First National Real Estate & iSelect ,as well as being actively involved in AFG’s relationship with AMP.He is an integral part of the Steering Committee assembled for the JV between AFG and First National Real Estate. In addition, Bryce is the representative for the national sales team on IT development, this is a key role on behalf of sales team to determine future IT development which sees him organise and run state focus groups.
Who: Jason Dunlop
What: Group Accountant
Where: Vow Financial
After seven years of working in public practice Jason started at Vow in March 2011, with a solid tax and SME reporting background.
Jason has a relaxed, easy going attitude which belies his commitment to delivering for the Vow business. Jason has been central to turning a very basic accounting function to a finance function that adds significant value to Vow. In short, Jason is an accountant who helps the business make money, save money, and make good decisions.