Daniel Som Email & Phone Number

Docklands, Victoria, Australia

Specialised Finance - Institutional Banking

Docklands, Victoria, Australia

The Global Lending and Leasing team provides, Corporate Loan/Lending services, support and loan management for the Institutional Banking & Market and Business Banking portfolio. The service team is accountable for establishing lending facilities and the subsequent management of the facilities through the end-to end process. The team is responsible for managing direct customer relations and multiple stakeholders, delivering exceptional service and providing expert advice on complex lending, loan terms and conditions, deal execution and risk management.Daily Activities Include:Managing the lending relationships with our clients, by acting on enquires relating to Cash Advance Facilities, Overdraft, Bank Guarantee Facilities and Multi Option Facilities (including sub products).Facilitating and implement complex lending transactions in systems that are unique to Institutional Banking.Ensuring effective legal documentation interpretation and extraction to upload to relevant systems.Provide all ‘life of loan’ support, including confirmation of CPs, first drawdowns, prepayments, terminations and general maintenance referring to the governing facility agreement for permitted requests.Calculating facility fees, prepare invoices, peer review calculations and follow up outstanding payments as required.Maintaining effective client records within the Deal Management System for audit trail purposes.• Knowledge of Corporate Loans or Syndicated & Bilateral lending practices and processes• Strong Knowledge of the Loan IQ system• Being commercially focused with strong analytical skills, including the ability to understand and analyse loan and facility agreements.• Ability to collaborate with team members and contribute to a dynamic working environment, but also work effectively in an autonomous capacity.

Melbourne, Victoria, Australia

• Assisting and supporting the Corporate Actions team which sits within the Asset Servicing Operations. This team provides service to Wholesale Institutional clients based in Australia and overseas. These institutions are primarily Superannuation Funds, Government Bodies, Fund Managers or Investment Houses• Actively monitor, capture and validate corporate action information through the life cycle of the event and ensure that adequate checks are in place on significant dates to reconfirm information from the primary sources• Reporting deliverables which need to be provided accurately and promptly in accordance with client service level agreements• Processing workload efficiently, accurately and within the timescales as set out in service level agreements, service standards and performance targets, utilising systems/equipment as required, in order to provide internal and external customers with a high quality service• Ensure that queries allocated in the respective team email inbox are acted on efficiently and effectively, seeking to maintain effective working relationships at all times• Escalate problems or issues that may impact the quality of service provided and ensure corrective action is taken• Work as a team to ensure quality control is maintained as a collective unit and continuity of coverage between team members for absences• Managing risk, by operating within the team’s control framework, following all instructions and meeting all my compliance obligations

Melbourne, Victoria, Australia

• Supporting business and private customers with their documentation, settlement, drawdown, registration, and account finalisation• Advising Business Banking Managers and/or Lending Associates to support fulfillment of customers’ lending needs• Performing inbound quality checks, creating documents and security in order for business loan files to ensure information is accurate and valid.• High volume processing checks for national COVID renewal and deferral loans• Communicating effectively with internal and external stakeholders to resolve any discrepancies or issues with customer lending information• Verifying documentation and inputting data into the national database• Helping new recruits adjust to their roles and offering mentorship• Remediating ad hoc and operational tasks as required•Processing quality checks and document ordering for Nab Business Recovery Loans

Melbourne, Australia

List of tasks and activities performed: • Exporting and sending invoices to clients• Saving member's time-sheets and locking in shifts for payroll• Consolidating DFC member's time-sheets and inserting pay rate code• Assist in setting up pay and bill agreements on the FastTrack360 system• Reconciling GST on invoices in SA homecare access• Updating rates on HRPay and HRLink systems• Adding trades and grades in HRPay • Searching Navision for customer numbers• Assist in crediting on Navision• Manually documenting procedures for learning • Attending and contributing in department/team meetings with senior personnel • Client Receipting • Creating and updating NDIS client spreadsheets on excel

Bachelor Of Commerce - Bcom, Finance And Management

- University of Melbourne Student Union - Commerce Student Society - Taekwondo Club - Healthy Eating and Nutrition Society - Finance.

Mathematics

Accolades: •Principal's Award for Academic Excellence 2013-2015 •Individual honours for best performing student in 9 subjects.