Partners
Meet our Partners
Insight Processing has a rigorous partner process. All Insight Processing partners have been meticulously hand picked. They all have high caliber references and vast experience, the majority of the partners are ex branch managers who where very successful in their own right before partnering with Insight. We also have three ex-mortgage brokers who ran successful businesses before partnering with Insight because they enjoyed the administration process more than the sales. With this combined experience and expertise it means the Insight group can offer you exceptional executive assistance.
|
Shannon
Operations Manager, Senior Loan Processor Shannon has worked in the banking industry for 17 years, Shannon has held various positions with some of Australia's top lenders and for the past 11 years has been the Operations Manager at Insight Processing. Shannon is passionate about her business and the brokers within it. She loves helping brokers do what they do best while she takes care of the behind the scenes business. Her brokers often say they can't imagine not having her in their business and they've never looked back since starting out with Insight and Shannon. Shannon's goal is have a smooth Home Loan process, whether your clients are buying their first home or just refinancing for a better rate. Shannon has a knack for working with figures and helping people and this way she get's to do both. When Shannon's not behind the computer supporting her brokers, on the weekends you'll find her having a sneaky champagne, spending time with Friends and family, and she has recently taken up gardening Vicki Senior Loan Processor Vicki has 29 years experience in the finance industry. Nineteen of those years was with one of the major lenders NAB, working her way up the ladder to become a branch manager. In 2008 she left NAB to start working with Insight Processing and she has never looked back. She loves the industry and how it can provide a client with the best possible home loan for their needs from a choice of many lenders in the market. She thoroughly enjoys her roll as a loan processor with Insight Processing, as she is passionate about providing the best possible customer service outcome for the broker and their clients. Her roll as a processor allows a broker to focus on growing their business, while she ensures their client's experience is as smooth and stress free as possible. This provides her great job satisfaction. When she's not working she loves to spend time enjoying outdoors and creating mixed media artworks Nic
Senior Loan Processor Nic spent more than 10 years with BOQ as a loan specialist and relief branch Manager, she was well respected within the network for her dedication to her customers, her can do attitude and her hard working approach to business. Since working in the broker space Nic has loved the entire process and experience within the Industry. She loves being part of the brokers businesses and is recognized by them as one of their team. She gets a real thrill out of helping people navigate the back end process to make the whole experience enjoyable and stress free for the customers. When Nic is not busy helping her brokers and their customers you'll find her down the beach and spending quality time with her husband and 2 boys. Debbie
Senior Loan Processor Debbie has worked in finance for over 30 years, many of those years as a broker (owner operator). Her true love though is the administration side of the business and takes much pride in delivering exceptional customer service to clients and brokers alike. She is renowned for her work ethic in business and as such is always giving 100% going above and beyond to overcome any challenges to make sure the client experience is a smooth and efficient transaction. When she is not looking after you and "our" clients she enjoys being in nature whether it be Mountain Biking, running in the forest or swimming at the beach. Kate
Senior Loan Processor Kate spent nearly 10 years successfully running a Mortgage Choice mortgage broking franchise with her husband, Neil. They sold the business to enable Neil to move on to his other passions in life. Kate loved the loans processing and administration side of the business and is thrilled to now be focusing solely on this, although her broking experience means she has a full understanding of the whole process. She is naturally extremely organised, friendly and has an eye for detail, she prides herself on delivering excellent customer service and having happy clients. As well as helping to facilitate loans for others, Kate has extensive experience with property investment. Alongside Neil, she has been involved in many investment deals from simple renovation projects to more complex development deals. When she's not looking after her Clients, Kate can be found at the sewing machine creating lovely things from reclaimed & repurposed textiles which she sells at local craft markets in Melbourne. She's passionate about minimalism, the environment, spending time with her family and listening to Spotify. Damian
Senior Loan Processor and Submission Specialist Damian has over 15 years of experience in the finance industry. Having held senior roles including as a business development manager, credit assessor as well as back office roles in various lending related contact centre, settlements and document preparation roles. Now an Insight Licensee Damian is an asset to his brokers business and a very valued mentor. With Damian in-depth knowledge and experience as a credit assessor for many years, Damian has a knack for packing loans and assisting his brokers get deals in with accuracy and increase their conversions. When Damian is not busy in his business you'll find him with his wife and beautiful son in Sydney, very soon to be Queensland. Tess
Head licensee (Senior Loan specialist and submission specialist) Tess is one of our head licensee's, running a team of loan tracking and submission specialist to bring a team of support to your business. Tess has experience in systems, leading teams, loan processing and tracking. Tess has a long list of raving fans ranging from her broker clients and the clients of her brokers. Tess prides herself on delivering exceptional service and creating long lasting relationships with her brokers. On weekends you'll find Tess spending valuable time with her son Alfie, husband Kaleb and dog George. Juliet
Senior Loan Processor and submission specialist Juliet is part of Tess's team and bring with her vast experience with submission and loan tracking experience across multiple aggregator CRM systems. Juliet and Tess are a wonderful support team to their broker clients. On weekends you'll find Juliet most at home in the city, spending quality time with her friends and family. Kristin
Senior Loan Processor Kristin has been a part of the Insight Processing family for over 10 years. Kristin is know for her keen eye for detail, ability to multitask and deliver exceptional customer service. Outside of supporting her brokers you'll find Kristin the happiest when spending time with her husband, children, friends and Family. Shelly
Loan Processor and submission specialist Shelley is the newest member of our team, Shelly joins Kristin and Shannon's support team. Shelly has a long history of administrative and customer support roles. She is know for excelling at her client communication and has a long line of raving client fans. Shelley brings with her a wealth of experience combining her 17 plus years in customer service and finance. With her support and guidance Shelley enjoys helping our clients achieve their goals. When not supporting her clients, she loves spending time with her family and friends. Tiani
Senior Loan Processor and submission specialist Tiani has over 13 years experience in both loan submission and tracking across multiple broker platforms. She absolutely loves problem solving to get a settlement across the line and helping brokers with anything urgent. She prides herself on making the customer journey a positive and seamless one. Tiani is well known in the industry among brokers, bdm's and solicitors as a strong leader and performer. Tiani's brokers consistently tell us they can't live without her and her customers are definite advocates. Tiani is half of the team "Tiani and Nicole", a dynamic collaboration and support system for their brokers. On the weekend you'll find Tiani sitting somewhere in the sun and spending quality time with her friends and family. She also just built her first home! Nicole
Senior Loan Processor and submission specialist Nicole has been a loan processor for over 6 years and is the other half of the Tiani & Nicole team. With strong attention to detail and a friendly can-do attitude, Nicole has great rapport with her brokers and clients, who value her clear communication and provision of excellent customer service. On the weekends, you'll find Nicole songwriting, spending time with her friends and family or sewing outfits for her nieces and nephew. Hayley
Senior Loan Processor and submission specialist Hayley joined Insight Processing after 15 years in the Financial Planning business with extensive knowledge and demonstrated history of working in the financial services industry. She has strong business development professional skills in client Services, financial planning and services, personal support, financial products, and administration management. During her time in FP Hayley also worked at Mortgage Choice and assisted in loan administration building on her financial knowledge through submitting and tracking loans. To build and gain a better understanding of clients and their needs, Hayley has completed a Diploma of Financial Planning and is currently in her final year in a Bachelor of Psychology. Hayley is now well and truly immersed in the finance industry and is passionate about managing her business, working in collaboration with brokers and their clients, and tracking a loan application from enquiry right through to settlement. Nicknamed "The Pocket Rocket" for being extremely focused, motivated, fast-paced and results-driven, Hayley prides herself on getting loans applications processed and moving through to settlement in record time. In her spare time Hayley enjoys spending time with family and friends, reading, and is an avid hiker with one of her achievements of having completed the Kokoda Trail in 2019. On the weekends you will find Hayley at the beach or hiking with her very much loved, and extremely spoilt fur-baby, Midgey the Griffon David
Senior Broker Assistant (Loan Submissions) David has been working in Finance and Mortgage Broking for 9 years, including time as a Personal Lender, Branch Manager, Mortgage Broker and now as a Broker Assistant. He chose to pursue a career in finance initially because he has a passion for helping people and knows that finance is an area that so many people just don't know enough about and can very easily get confused. He also has an interest in property investment which led him to become a broker and learn as much about property financing as possible. Today he continues to enjoy being a part of the industry and helping Brokers with the same passion for helping people achieve their dreams and make smart decisions. Continuing to be involved in helping Brokers achieve the great outcomes for their clients is very rewarding he says. Outside of work his two biggest passions are travel and snowboarding. Matt
Software developer/IT Matt has a unique mix of 15 years software development and 15 years mortgage broking experience which have resulted in the creation of software for the business that is perfectly suited to facilitating the exact workflow required to provide the highest levels of service to your clients. Matt has a business degree majoring in computer science, a background in the development of large scale banking systems, and a passion for refining processes for small business. When Matt's not developing his software you'll find him either on the ski slopes, his jet ski or hanging out with friends and family. |
Interested in joining the Insight Processing team? Please call us today for a confidential chat. Call Matt on 0413 9999 51