Daniel Booth Email & Phone Number

Sydney, Australia

• Leadership/Credit Assessment/Loan Variation/RestructureResponsibilities
• Lead and develop team members to engage with customers, performing assessment on submissions for ‘Capitalisation Solutions’ (Loan Variation/Restructure)
• Provide training and coaching to agents in credit analysis
• Maintain compliance with statutory regulations by applying a strong understanding of APS 220 (Credit Risk Management)Achievements
• Attained an ‘Exceptionally Managed’ risk rating in the most recent annual review (FY22/23)
• Elevated teams Self-Employed assessment skills from non-compliant to compliant

Parramatta, New South Wales, Australia

• Credit Assessment/SME/Facilitation/Compliance/RemediationResponsibilities
• Credit assessment, exercising Lending Delegation ensuring internal and third party applications are suitable for customer needs
• Case manage broker applications from application to settlement
• Maintain compliance with statutory regulations by applying a strong understanding of APG223 Achievements
• Entrusted with the role of ‘Credit representative’ for PWC Internal Audit
• Given the responsibility to create and lead ‘Banking Code of Practice' training sessions for AMP Bank Ltd teams

• Credit Assessment/SME/Facilitation/Instructional Design/ComplianceResponsibilities
• Lending Training Instructional design and facilitation of Lending Training
• Manage and resolve disputes relating to credit decisions
• Credit assessment/approval under delegation/complex submissions to board of directors
• Maintain compliance with statutory regulations by applying a strong understanding of APG223 Residential Mortgage LendingAchievements
• Designed and developed secured and unsecured training programs for new and existing sales agents.

• Compliance/Dispute Management (IDR & EDR)Responsibilities
• Management of compliance obligations for the 3 member divisions of the Credit Union
• Lending and customer on-boarding audit
• Management of customer disputes (IDR & EDR)Achievements
• Assisted in update of Credit Policy & procedures to reflect directive from APRA’s responsible lending guide APG 223 (Residential Mortgage Lending)
• Effectively conducted reviews of 3 new websites across the member divisions of the Credit Union, ensuring regulatory compliance prior to publication

Sydney, New South Wales, Australia

• Credit Assessment/Lending CoachResponsibilities
• Credit Assessment, exercising Delegated Lending Authority for secured and unsecured products
• Lending coach Achievements
• Developed training and assessment modules for Branch managers aspiring to achieve unsecured Delegated Lending Authority
• Entrusted with training and assessing Branch Managers for unsecured Delegated Lending Authorities

Sydney

Responsibilities- Key Account Relationship management (Lion Beer Wine & Spirits)- Workflow management- Process Improvement- Promotions Management – Concept/Brand Parameters /Quality Control- Writing and submission of promotional Terms & Conditions to Office Of Liquor & Gaming NSW/ACT- Ensuring promotional activity adheres to Office of Liquor and Gaming.

North Sydney

Responsibilities- Commercial Collections Process- Key Account Relationship Management- Managing a team of 5 Direct reports with $300m in leasing contracts under direct management- Proactive identification of process improvement opportunities, and ownership of improvement implementation- Quality of Invoice Templates & contract amendment forms, production.

Sydney, Australia

Small Business Banking Manager - Inner West Sydney

Sydney, Australia

Associate to Partner (Business Banking Manager)

Sydney, Australia

Sydney, Australia

Sydney, Australia

Branch Manager Gordon NSW.

Bachelor Of Arts (Ba), Technology/Education

Fsra