Chris Herbert Email & Phone Number

Auckland, Nz

Auckland, New Zealand

As a senior credit officer, I manage all aspects of the organisation’s Commercial Financesettlements and ensure that all conditions and specifications are fulfilled with submission. Iwork on different commercial finance documents, schedules, attestations, leasingagreements, master fleet agreements, annexures, guarantees, confidentiality agreementsand letters of comfort, preparing and assessing essential company documents. Assess Credit Applications meeting the criteria under… Show more As a senior credit officer, I manage all aspects of the organisation’s Commercial Financesettlements and ensure that all conditions and specifications are fulfilled with submission. Iwork on different commercial finance documents, schedules, attestations, leasingagreements, master fleet agreements, annexures, guarantees, confidentiality agreementsand letters of comfort, preparing and assessing essential company documents. Assess Credit Applications meeting the criteria under Simplified Credit Matrix. Through assessing PPSR-related charges, I review any loading errors stemming from the G2B systemand process registration, amendment and removal of securities and lodgement of requireddocuments with PPSR. • Using Sales Force and DocuSign to prepare Fleet documentation and activating once returned.I ensure documents are signed by parties as required and criteria are fulfilled through theperformance of QVRF monthly auditing of fleet quotes, and I enforce strict adherence withorganisational processes and procedures throughout operations, engaging with teammembers and staff regarding quality and compliance. I also perform transfers, assignmentsand novation’s on existing contracts while also developing settlement figures andterminating commercial finance contracts. To facilitate smooth operations, I also conductadministrative duties within the office and perform tasks as required by the National CreditManager. Performing this, I make sure clients are properly loaded on the OMS and thatinput is accurate and within specifications. Show less

Auckland, New Zealand

As a credit officer, I carried out tasks in accordance with responsibilities related tocommercial financing contract settlement, making sure all approval requirements are met. Ialso assisted with handling annexures, guarantees, confidentiality agreements, and letters ofcomfort when preparing the relevant financial paperwork and lease agreements.Key to my role was handling registration, amendment, and removal of securities, andmonitored the lodging of necessary documents at… Show more As a credit officer, I carried out tasks in accordance with responsibilities related tocommercial financing contract settlement, making sure all approval requirements are met. Ialso assisted with handling annexures, guarantees, confidentiality agreements, and letters ofcomfort when preparing the relevant financial paperwork and lease agreements.Key to my role was handling registration, amendment, and removal of securities, andmonitored the lodging of necessary documents at PPSR, and I regularly performed QVRFweekly auditing of fleet quotes and made sure that all documents were properly signed.Maintaining strict adherence with organisational processes, I ascertained that client loadingon the OMS is maintained within the limit and review dates and coordinated the AMLclassification of both company and NZBN numbers.I regularly used the MFA Register and Applications Register to create reports as needed andupdated excel files frequently to maintain their accuracy, while managing current contracttransfers, assignments, and novation’s. As part of my role, I completed activities such asword processing, filing, and other administrative work as directed by management andsenior team members. Show less

Auckland, New Zealand

Within my role as a commercial lending support officer, I contributed to departmentoperations by providing administrative assistance to the finance team members spread outacross New Zealand and interacting with them through various communication channels. Iregularly carried out various responsibilities and activities in accordance with the needs ofthe organization, coordinating with senior personnel on necessary tasks.Accomplishing different papers and reports for the… Show more Within my role as a commercial lending support officer, I contributed to departmentoperations by providing administrative assistance to the finance team members spread outacross New Zealand and interacting with them through various communication channels. Iregularly carried out various responsibilities and activities in accordance with the needs ofthe organization, coordinating with senior personnel on necessary tasks.Accomplishing different papers and reports for the organisation, I completed and auditedloan settlements, completed loan documentation, and assisted the group of commerciallending managers. I also verified personal and business credit information in accordancewith operations and participated in the PPSR securities process, making sure all proceduresfollow AML/KYC guidelines and providing customer support as needed by the company. Show less

Greenlane - Auckland

I handled loan enquiries, interacting with clients about the prerequisites and requirementsfor the loan application procedure, and offering exceptional and pleasant client service aspart of my role as an Online Operations Assistant. I conducted credit investigations on newloans and associated paperwork, verifying and confirming adherence to all corporate rulesand regulations and oversaw the checking and discharge of PPSRs while also evaluating loanapplications and ensuring… Show more I handled loan enquiries, interacting with clients about the prerequisites and requirementsfor the loan application procedure, and offering exceptional and pleasant client service aspart of my role as an Online Operations Assistant. I conducted credit investigations on newloans and associated paperwork, verifying and confirming adherence to all corporate rulesand regulations and oversaw the checking and discharge of PPSRs while also evaluating loanapplications and ensuring that all AML/KYC requirements are met. While distributing loanapplications among several branches in New Zealand and processing each one inaccordance with the preferences and location of the customer, I also performed routine dataentry and filing tasks as needed by the organization, using a RealMe government login tocheck customer vehicles on Motochek.Key Achievements:- Increased online new loans by 18% within first year of employment and obtaining 35%increase in the second year, facilitating solid growth in product sales and delivery. Show less

I worked on renovating and refurbishing rental property in order to get it ready for sale.

Newmarket

Within my role as a lending services officer, I liaised with solicitors, branches, brokers andmobile mortgage managers to perform necessary services required by the organisation. Ichecked loan documentation for settlement with an emphasis on attention to detail anddiligent auditing, while also coordinating loan funding and home loan contributions,processing transactions and altering mortgages for settlement.A major part of my role, I conducted the loading of mortgages… Show more Within my role as a lending services officer, I liaised with solicitors, branches, brokers andmobile mortgage managers to perform necessary services required by the organisation. Ichecked loan documentation for settlement with an emphasis on attention to detail anddiligent auditing, while also coordinating loan funding and home loan contributions,processing transactions and altering mortgages for settlement.A major part of my role, I conducted the loading of mortgages, guarantees and securitiesinto organisational systems while organising and processing documents for input into thepermanent electronic record. To properly process data and documents and accomplishdifferent tasks, I utilised various industry software and general-purpose programs such asExcel, Word, Outlook and in-house ANZ programs to perform required tasks efficiently.Contributing to organisational efficiency, I performed administrative duties such as sortingand distribution of documents as well as data input and organisation work. Show less

As a temporary employee of the ANZ bank I was managing the amalgamation of customer records across ANZ, National Bank and insurance companies, including Onepath systems. My responsibilities included:►Conducting an in-depth investigation with respect to client data.Key Achievements:►Demonstrated proficiency in using Excel, Word, ANZ’s iKnow and CAPS, National Bank’s SDA, and Systematics.

Auckland Cbd

Properly processing transactions as an Operations Assistant, I ensured that different receiptsin various currencies were processed properly and directed toward the appropriate clients. Ialso performed data entry and processing of organisation data systems with strictmonitoring of onward payment instructions. While coordinating the dispatch of differentcurrencies to overseas accounts around the world, I engaged with clients to assist them withthe currency brokerage process… Show more Properly processing transactions as an Operations Assistant, I ensured that different receiptsin various currencies were processed properly and directed toward the appropriate clients. Ialso performed data entry and processing of organisation data systems with strictmonitoring of onward payment instructions. While coordinating the dispatch of differentcurrencies to overseas accounts around the world, I engaged with clients to assist them withthe currency brokerage process and accommodate any requests or concerns. I also auditeddealer trades for errors and mismatches, applying solutions and forwarding high-levelconcerns to appropriate staff.Key Achievements:- Processed money transfers and other transactions within international timelines throughefficient performance and solid time management, attaining an increase in companyrevenue and profitability. Show less

South Auckland

To properly fulfill my responsibilities as customer service consultant, I engaged withcustomers regarding various concerns, issues and queries, accommodating any requests andproviding consistently positive service. I processed customer transactions including cashwithdrawals, cash & cheque deposits and fund transfers, and I performed foreign currencytransfers to overseas accounts according to client specifications. Properly processingcustomer requests and various tasks, I… Show more To properly fulfill my responsibilities as customer service consultant, I engaged withcustomers regarding various concerns, issues and queries, accommodating any requests andproviding consistently positive service. I processed customer transactions including cashwithdrawals, cash & cheque deposits and fund transfers, and I performed foreign currencytransfers to overseas accounts according to client specifications. Properly processingcustomer requests and various tasks, I learned and utilised various IT systems as requiredby the company. I also performed a variety of general administration tasks, contributing toorganisational operations.Key Achievements:- Performed tasks with an emphasis on integrity, earning more responsibilities and trustfrom management. Show less

Post Graduate Diploma In Commerce, Accounting And Finance

Bachelor Of Commerce (Bcom), Marketing

Bphed, Exercise Prescription And Sport & Leisure Studies

Education record