Successful brokers look beyond current transaction, BDM says
BDM in the Spotlight and State Manager in the Spotlight are a regular series, giving brokers insight into the lives of some of the country’s leading relationship managers.
MPA spoke to Brett Winzer (pictured above), Aquamore business development manager for Victoria, about how he supports brokers, what sets successful brokers apart and brokers should expect from a BDM and lender relationship.
Brett, whose first job out of school was stacking shelves at a local IGA supermarket, said that the experience was a “quick learning curve” in working efficiently and prioritising customer service.
His decision to work in the mortgage and finance industry was based on the opportunity to “positively impact and transform people’s financial position” for the better.
Having worked in the industry for a decade, he says that successful brokers consider the overall client experience, not just the transaction at hand.
Name: Brett Winzer
Title: Business development manager, Victoria
Years in the industry: 10 years
Company: Aquamore
Location: Victoria
Briefly describe your role and how you support brokers
My role revolves around fostering strong relationships with brokers and providing crucial product support.
I work to understand brokers’ needs, offer guidance and facilitate training and education to help brokers better understand the private lending sector, enabling them to write more commercial finance loans.
A goal that you aim to achieve in your role over the next year?
To increase the number of quality broker partnerships, contribute to business growth by extending our footprint in metro and regional Victoria, and maintain our exceptional support to brokers.
Support includes evolving sector knowledge and through this, enabling brokers to write more aligned commercial finance loans.
What’s your favourite part of the job?
The satisfaction of making a positive impact on a client's financial journey.
What sets successful brokers apart?
Rather than solely concentrate on the current transaction at hand, successful brokers prioritise the overall client experience and comprehensive requirements.
They proactively establish strategies in the present to support their clients' evolving needs.
What should brokers be demanding from a BDM and lender relationship?
Brokers should expect responsiveness, deep product and market expertise, accessibility and guidance from their BDMs.
We also actively collaborate with complementary alternative finance lenders to help brokers write the deal if it doesn’t fit into our remit, which our partners appreciate.
Describe your ideal weekend
My ideal weekend is all about quality time spent with friends and family.
Commenting on the RBA decision to hold interest rates in July, which has been followed by further pauses in August and September, Aquamore head of distribution Matthew Porch said that the non-bank lender was seeing resilience among businesses, demonstrated by continued low arrears levels.
BDM in the Spotlight features a range of relationship managers and BDMs within the mortgage and finance industry. Among those recently featured are Commonwealth Bank relationship manager third party banking Jessica Matthews and Suncorp Bank business development manager, small business and commercial Ash Fernando.
