David Fitzpatrick Email & Phone Number

London, United Kingdom

• Providing bespoke asset funding solutions for Corporate sized businesses in the Technology, Media & Telecoms Sector to purchase/refinance business assets.
• Proactively developing Lombard/Natwest relationships within the TMT Sector in London & South East.
• Collaborating with internal and external business partners to maximise cross selling opportunities and provide outstanding service to customers.

London, United Kingdom

• Providing bespoke asset funding for a portfolio of c. 50 commercial customers to purchase/refinance business assets including vehicles, plant & machinery in a variety of different sectors.
• Proactively developing Lombard/RBSG relationships with businesses in North and East London.
• Collaborating with internal and external business partners to maximise cross selling opportunities and provide outstanding service to customers.
• Year on year lending and balance sheet growth achieved over the duration of the role.

Yorkshire

• Proactively managing and building strong working relationships with a Portfolio of c. 50 corporate customers with annual turnovers ranging between £25m - £500m.
• Structuring finance agreements to provide customers with bespoke asset funding solutions, taking into consideration customer requirements and credit risk.
• Negotiating payment terms and modelling pricing against risk.
• Collaborating with business partners in the wider RBS corporate bank to maximise cross selling opportunities and provide outstanding service to customers.
• Taking ownership of credit risk, including interpreting and analysing complex financial information to write detailed credit papers to gain approval for new transactions.

Rotherham

• Initially managing a portfolio of c.400 business banking customers asset finance requirements.
• On a daily basis I would engage with new and existing customers via telephone, email and marketing campaigns to identify opportunities to grow portfolio income through new business sales and selling insurance products.
• In January 2013 I was selected to lead a new automotive strategic business project which has since been rolled out nationwide.
• The project involved me writing business for and working alongside senior colleagues and directors, with the focus on reducing the cost to serve customers and increasing customer satisfaction. The key to making the.
• This resulted in me writing over fifty cases of new business per month from January 2013, which ultimately aided my promotion to Lombard Corporate.