Business development role responsible for securing high net worth business by building strategic partnerships with professional service providers such as Accountants, Solicitors & Financial Planners. Delegated Approval Authority: $1,000,000.00 (consumer & investment). Managed end to end lending process Used “needs analysis” approach to match client with appropriate products and services including investment and wealth and estate planning, credit management, general banking and asset protection Worked closely with business specialists such as business banking managers and para planners and liaised with other departments within the banking group such as Asian banking to optimise financial outcomes for customers Submitted weekly management and revenue reports to area manager

Developed, retained and grew a portfolio of approximately 60 business banking clients through the acquisition of profitable new assets and portfolio growth. Delegated Approval Authority: Consumer $1,000,000, Commercial $1,000,000, add on authority $200,000, unsecured, $100,000 equipment finance, $300,000 bank guarantee $100,000. Supported 25 retail branches by taking over clients with more complex commercial transactions usually requiring a commercial facility greater than $2,000,000 and annual business turnover exceeding $5,000,000 pa. Actively targeted and built referral partnerships within geographic footprint Contact for industry specific packages and management lending rights through the internal assessment process Supervised and wrote the completion of long form commercial credit submissions including the analysis of company balance sheets, revenue accounts, company financials and input data extractions.  Oversaw the support manager and provided support and training to business support officers  Reported weekly revenue figures directly to NSW state manager

Set up and integrated finance division to complement financial services offered by the firm which included charted accounting, financial planning, direct investments, legal services and information technology solutions offering a suite of finance solutions including consumer, investment, commercial and personal finance in addition to factoring, leasing and personal facilities.  Provided high levels of service and integrated financial solutions to high net value client base through close collaboration with internal business groups. Identified opportunities for other key stake holders within the firm Reported weekly revenue figures directly to CEO Structured complex credit submissions, delegate work to support staff and manage work flow Trained and managed support staff

Managed a portfolio of consumer clients with a personal Credit Approval Limit $250,000. Established and managed relationships and assessed and processed a range of home and investment finance applications to meet client needs, achieve targets and minimise risk to the bank. Developed strategic partnerships and mutually beneficial relationships with referral sources such as solicitors and accountants.