Adam Watson Qfa Email & Phone Number

Dublin City, County Dublin, Ireland

Dublin, Ireland

• Highly ambitious and performance-driven Asset finance executive with an unparalleled passion and drive for Asset Finance and a target orientated business. • Originate and support new Asset Finance -lending for ROI business customers that meets or exceeds agreed targets primarily in the areas of Business and Commercial and Consumer Car Finance.• Maintaining close relationships with existing customers of Lombard and seeking to develop valuable relationships with existing (non-Asset Finance) clients of Ulster Bank.• Actively seeking and developing relationships with new commercial and consumer customers through networking, referrals, internet based applications and open events.• Constructing and submitting credit applications, gain knowledge of credit appetite and terms of business; ensure all new business is sanctioned and that all conditions are fully met prior to submission of credit applications.• I work both independently and as a team to produce high quality new business proposals, supporting credit analyses and building a relationship with the Credit function.

Dublin, Ireland

• Review and approval of credit and debits payments on a daily basis.• Managing daily customer stock feeds and manual uploads of vehicles onto the live system.• Liaising with RMs from first customer contact to implementation to ensure efficient on boarding experience for customer.• Implementing new customers onto our live APAK system• Worked with Manager to create SOPs for new Unit Stocking Team. Continuously updating to coincide with daily process. • Liaising with Stock Audit Manager on reviewing customer audits.• Meeting with customers on a bi-monthly basis to help build strong relationships and help meet customers needs.• Organise meetings, minutes of meetings and compiling and providing all information for each meeting• Efficiently and securely record and upkeep all relevant data throughout my management of client relations.

Dublin, Ireland

• I Manage a Portfolio of over 200 commercial and consumer clients in financial difficulty with total balances in excess of €750k.• Communicate with clients face-to-face, by telephone and in writing.• Efficiently and securely record and upkeep all relevant data throughout my management of client relations.• Negotiate with clients in financial difficulty and come to suitable arrangements where possible on repayment strategies.• Drafting of detailed financial reports to Risk Committees for reduced settlement offers from clients.• Liaising with Receivers, Liquidators, Examiners and other 3rd party agents to make sure we have control of our asset at all times.• Liaising with our repossession agents in tracking down and securing Lombard’s assets.

Dublin, Ireland

• I Managed a wide variety of customer and RM functions - account opening, account maintenance (mandate update), Back Office updates, Periodic Reviews, KYC Reviews, preparing NAS Checklist for Loan Drawdowns, Credit Cards applications and Capital Market deals.• KYC/KYB checks to ensure all AML procedures are adhered to and comply with Bank Policies

Dublin, Ireland

• Responsible in implementing AML and customer due diligence prior to on boarding of any new account (Approx 150 per month)• Setting up of all new customer accounts and liaising with the dealing team in relation to this• Review and approval of KYC documents• Ensuring efficient and responsive turnaround on all new accounts• Compilation of customers files and archiving files for scanning and off-site storage• Following up on any outstanding AML requirements• Ensuring that operational checklists are followed• Provide support for senior members where required• Responding to AML related queries from sales reps via email and telephone

Professional Diploma In Sme Credit, Finance And Financial Management Services

Professional Diploma In Financial Advice - Qfa, Finance And Financial Management Services

Education record