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.
• 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.

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.

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.
• 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

Professional Diploma In Sme Credit, Finance And Financial Management Services

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

Education record