Andrew Phillips 116 Cheddar Road, Reservoir VIC 3073 0407 508 410 andrew@arp.id.au http://arp.id.au CAREER OBJECTIVE To make a difference everywhere I work by actively questioning and improving process, policy and procedures to make things work as best they can for everyone involved. KEY SKILLS AND COMPETENCIES Effective communicator across several media including print, web, video, and face to face Trainer who can both identify needs and prepare resources before delivering materials Experienced business analyst with a history of solid positive performance on projects with budgets up to $20 Million Directed and/or worked on up to twelve change management projects simultaneously Portfolio management up to 300 customers and $40 Million lending Sales experience including managing inbound and outbound call centre teams Directed and budgeted for 20 staff in data entry project Skilled at interpreting financial data and converting the information into solutions CAREER HISTORY AND ACHIEVEMENTS The Uniting Church in Australia Formed in 1976 when the Methodist, Presbyterian, and Congregationalist churches came together, UCA is a truly Australian church. The third largest Christian denomination in Australia, it has around 243,000 members in around 2500 congregations. UCA is well known for its Justice and community services work and under the umbrella of UnitingCare is the largest non government provider of community services in Australia. Mission Catalyst, Resource Sharing 2007 – now Responsibilities included organising and running workshops and conferences across Victoria and Tasmania, exploring current missional thinking and contributing to the ongoing work of the Mission Participation Resource Unit, writing and maintaining stewardship resources, website development, graphic design of newsletters and brochures, and sharing stories across the Synod. Achievements Wrote Australian version of a Canadian stewardship book and negotiated copyright Wrote and facilitated 7 workshops in Victoria and Tasmania each with 20-50 participants Developed and published “The Mission Participant” newsletter Reorganised and added significant content to MPRU web portal National Australia Bank At the time of leaving this was the second largest company in Australia, NAB is an Australian based financial services organisation with a total revenue in excess of $37 Billion and a staff of 47 thousand serving 10 million customers globally. Relationship Manager 2004 – 2006 Responsibilities included analysing financial information, assessing credit worthiness, approving lending, managing problem loans and adapting to the demands of customers as required and if possible. Delegated Commitment Authority to approve business lending to $350k and personal lending to $525k. Managed portfolio of 300 customers with $40M lending and $20M deposits. Achievements 5% lending growth October 2005 to January 2006, peaked at 11/77 in Victoria Won award for highest Personal Lending growth November 2005 Gained approval for a $1M line of credit and $1.5M Bank Guarantee Achieved Omega Commercial Loans to Business accreditation Gained working knowledge of all aspects of customer interaction with NAB Project Analyst 2000 – 2004 Actively participated in all phases of a number of projects including scope, plan, resource requirements, implementation, and review. A number of projects required detailed qualitative and quantitative research with results presented to senior executives to support recommended changes. Initially worked within Global Payments then moved to Business Financial Services. Achievements Successful review of security documentation for 20,000 files nationally. I performed all data collection and analysis, preparation of documents, project office duties for 60+ people across four states, stakeholder management, risk analysis, and training. Designed a Lotus Notes database, organised and trained 20 data entry staff to capture the results from 20,000 file reviews, analysed the results, and followed up with bankers / credit managers to ensure that all issues identified were tracked and resolved. Development of intranet based covenant management system. I participated in scope definition, planning, testing, provided telephone support through implementation, and delivered training in Adelaide, Perth, Brisbane, Sydney and Melbourne. Active involvement in process optimisation initiatives which achieved policy and procedure changes in areas such as temporary excess, property valuations, insurance undertakings, and withdrawal of banker’s opinions. Development of Global Terminal Strategy including preparation of Request for Proposal for global supply of EFTPOS terminals Development of MultiCurrency Acquiring functionality. I interpreted scope, tested, trained staff, managed risk, prepared process flows, and automated reconciliation. OTHER EXPERIENCE Cadbury Schweppes Data Input Officer (2006 – 2007) Camp Australia After School Co-Ordinator (2006) NAB Business Payments Implementation Officer (1999 - 2000) NAB Temp (1999) ANZ Cards callcentre operator (1998 - 1999) Westpac/Bank of Melbourne Teller (1998) Postel Australia Telemarketer / Telemarketing Team Leader (1997 – 1998) QUALIFICATIONS Certificate IV Project Management (The University of New England) 2004 Bachelor of Arts (The University of Melbourne) 2003 TECHNICAL AND OR RELEVANT TRAINING Advanced Microsoft Office skills: Word, Excel, Powerpoint, Access, Visio, and Project Film Making Start to Finish (CAE course) 2008 Omega Commercial Loans to Business 2005 Breakthrough Service Performance (Cohen Brown) 2000 VOLUNTEERING Fire Floor / Area warden in various workplaces (1997 – now) Tax Help – Darebin Community Information and Resource Centre (2006) Classroom Assistance – Reservoir West Primary School (2006) REFERENCES Provided as and when requested