outsource Financial boosts broker support

Four new hires champion growth

outsource Financial boosts broker support

In line with its commitment to helping broker and referrer members to learn and grow, outsource Financial has boosted the level of support it provides.

The aggregator recently appointed three relationship managers who work with brokers to help them grow their businesses and provide ongoing assistance. Additionally, a compliance officer has been appointed to oversee internal processes and procedures nationally.

James Kemp (pictured below left) is the relationship manager for Victoria and Tasmania, and Sarah Chan (pictured second left) is the relationship manager for NSW and Queensland.

Irene D’Arcy (pictured above second right) is the compliance officer and Umit Kose (pictured above right) is the relationship manager for NSW, the ACT and South Australia.

One of outsource Financial’s youngest team members, Kemp helps brokers upskill. He supports both existing brokers and those who are new to the industry, assisting them with business growth strategies. Previously a loan underwriter and mortgage broker, Kemp has over five years’ experience in the finance industry.

As the relationship manager for NSW/QLD, Chan helps outsource Financial members continue to learn and grow. After four years working in law enforcement, Chan, whose favourite pastimes include juggling and skateboarding, said she derived the most satisfaction from helping brokers and identifying solutions.

With 30 years’ experience in financial services, D’Arcy is a qualified accountant. She oversees all aspects of compliance and brings a wealth of experience to members.

As relationship manager for NSW/ACT/SA, Kose has 13 years’ experience as a mortgage broker. Working closely with the leadership team, she supports brokers in building and expanding their businesses.

CEO of outsource Financial Tanya Sale (pictured above) said she was “exceedingly proud” of the team that the aggregator had put in place.

She commended its various departments, from member support to compliance, through to the state support teams, acknowledging that all of the bases for members were covered.

“With the team we have in place after this year’s new appointments, we are perfectly positioned to support our next phase of growth,” Sale said.

As a premium aggregator group, Sale said outsource Financial’s focal purpose was to cultivate prosperous and ethically-engendered business owners and operators under its umbrella.

Members were surrounded by a team that had been put in place to support, upskill, grow and fortify the strength of their business, she said.

Sale identified that each business was unique and had its own strengths and weaknesses. She gave the example of one brokerage being adept at lead generation, where another may have robust processes and procedures in place.

Good business operators were those who acknowledged their shortfalls and did something about it; i.e. upskill or outsource, she said.

“That is where brokers/referrers need to be able to have confidence in their aggregator, from both a relationship and skillset perspective,” Sale said.

The aggregator has also focused on expanding its member support team over the past year, with the additions of Christine Joyce Yutuc, Praises Briñes and Rjeine Acelo, who help with new member onboarding, accreditation, administration and general enquiries.  Ana Mithuzela Espigol has joined as business support officer.

Earlier this year, outsource Financial added Brighten Home Loans to its lender panel, allowing broker members to tap into the non-bank lender’s diverse product offering.

In November, outsource Financial ran an outdoor education series, ‘outsource Olympics’. In an atmosphere combining learning with laughter, brokers were given the opportunity to form friendships and alliances in a relaxed environment, whilst also receiving updates from lenders.