Brian Kelleher Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

Sydney, Australia

• Client Relationship Manager – Trade Finance Jun 2013 to dateResponsibilities
• Client Management – develop and manage relationships with new and existing clients
• Operations – manage day-to-day processing of Import Finance and Export Factoring transactions, and assisting with Tradeline transactions where required
• Risk Management – managing client facilities and operational processes with focus on ensuring appropriate risk protocols are followed, while closely monitoring supporting documents for each transaction. Prudent.
• Staff – manage and develop team members, and build relationships with group staff inside and outside the business unit
• Training – involvement in internal training programme, including formal and ad hoc sessions. Act as a key Trade Finance information contact point for staff outside the business

Sydney, Australia

Returning to the coalface of debtor finance, this role revolved around funding facilities and attending to credit management / collection activities across a factoring portfolio. Key duties entailed:- Providing the highest quality of client service and communications, while developing and maintaining sound relationships across the portfolio- High awareness.

Sydney, Australia

Overarching responsibility was end-to-end ownership of the product and portfolio. Aspects included - - Policy: develop & implement policy changes that maintain a balanced perspective and meet the needs of all stakeholders.- Product design and development: needs analysis using industry / market intelligence. Work within operational risk parameters, and.

Sydney, Australia

Another sales role, with the target of originating new receivables finance facilities; implicit in this was the need to develop and maintain internal (banker, operations, risk) and external (client / prospect, referral source) relationships.Internal relationship building was particularly challenging, as many bridges had to be mended following earlier.

Sydney, Australia

Included a 7-month secondment to Scottish Pacific Business Finance in the same role.Responsible for managing the risks and relationships within a portfolio of factoring clients, as well as on-boarding new facilities. The relationship side became more challenging with the merger of St. George Business Finance and Scottish Pacific Business Finance, where.

Sydney, Australia

A particularly interesting and varied role, given this was a ‘green-fields’ start-up for invoice discounting and factoring. The position essentially encompassed hands-on responsibility for all activities outside new business origination and risk approvals. Key activities included:- settling new business, then processing and managing the daily operations of.

National Debtor Finance, NSW

A sales role, revolving around the origination of new invoice discounting facilities; implicit in this was the need to develop and maintain internal (banker, operations, risk) and external (client / prospect, referral source) relationships.

National Debtor Finance, NSW

In this position, I was responsible for management of the state's portfolio of invoice discounting clients. This included overview (and direct involvement where necessary) of risk / relationship / operations aspects, along with direct management of a team of 10-12 staff engaged in these processes.

NSW

The Verification Auditor role entailed visiting each client to review their internal records, in order to understand their financial position and ensure that the security position of the financier was not compromised. Accounts Officer was a position responsible for day-to-day management of risk, relationship and operational aspects of facilities within a.

Certificate Iv, International Trade

B.Ec., Accounting & Finance