Claire Li Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

Relationship managed a portfolio of $120mil with Business turnover from $5mil up to $100mil. I focus on Business development of business lending opportunities from $5mil to $15mil. I work closely with specialists to identify cross sell opportunities for Trade/Working Capital, Transactional, and FX to make sure a complete banking solution.

Sydney, Australia

As a Senior associate I assist Business Banking Managers to accurately assess the banking customer’s risk profile through their business and character, ensure all actives are completed in line with the relevant process, policy and compliance standards and the completion of key components of the Credit Memorandum, for existing and new to bank transactions, through the application of credit and financial analysis, industry knowledge and internal policy requirements.

Sydney, Australia

As a Personal lending banker I managed the growth and retention of branch consumer lending portfolio of $100mil . I working independently on lending applications, including home loan, personal loan & credit card application and provide financial advice in regard to general mortgages ,daily banking and general insurance.

Sydney, Australia