David Sinclair Email & Phone Number

Southern England

Invoice Finance

Overseeing a portfolio of 25 high-worth clients, promoting and managing accounts for invoice discounting and asset-based lending, each generating turnovers of between £25m and £250m.KEY ACHIEVEMENTS★ 2018 Boosted assets within the portfolio by 120%.★ 2018 Rocketed income by 110%. ★ Handpicked as London 2012 Olympics Champion National & Conduct Risk Committee member.★ Identified on the company’s “Talent List” as a high-flier destined for senior management. ★ One… Show more Overseeing a portfolio of 25 high-worth clients, promoting and managing accounts for invoice discounting and asset-based lending, each generating turnovers of between £25m and £250m.KEY ACHIEVEMENTS★ 2018 Boosted assets within the portfolio by 120%.★ 2018 Rocketed income by 110%. ★ Handpicked as London 2012 Olympics Champion National & Conduct Risk Committee member.★ Identified on the company’s “Talent List” as a high-flier destined for senior management. ★ One of only seven CF experts UK-wide; surviving severe staff cutbacks.KEY RESPONSIBILITIES♦ Attending client meetings and paving the way for a lucrative and productive customer affiliations.♦ Monitoring and reviewing client activity and ongoing needs, advising on new/extended solutions.♦ Facilitating account holder acquisitions, improve cash-flow and underpin operational expansion.♦ Acting as a trusted first point of contact, advisor and troubleshooter.♦ Performing due diligence verifying all data provided is accurate, assessing financial viability.♦ Ensuring that products proposed are fit for individual business purposes.♦ Devising risk-minimised solutions and strong arguments for streamlining application processes.♦ Accurately recording all information and decisions to ensure a robust paper trail.♦ Enforcing compliance with all UK legislation, industry regulations and company protocols.♦ Deputising for senior managers, shouldering decision-making/staff responsibilities. ♦ Liaising with external professionals, including insolvency practitioners, lawyers and accountants. Show less

Managed 35 invoice discounting / asset-based lending clients each between £10m & £150m.KEY ACHIEVEMENTS★ Ranked as the top performer year on year generating the highest income and smashing KPIs.★ Rapidly accomplished the largest funds-out portfolio; managed all 15 Medico-Legal clients, ★ Acknowledged as a trusted subject matter expert by account holders and colleagues.★ Pro-actively won new income streams worth over £2m in collaboration with the Sales Team.★… Show more Managed 35 invoice discounting / asset-based lending clients each between £10m & £150m.KEY ACHIEVEMENTS★ Ranked as the top performer year on year generating the highest income and smashing KPIs.★ Rapidly accomplished the largest funds-out portfolio; managed all 15 Medico-Legal clients, ★ Acknowledged as a trusted subject matter expert by account holders and colleagues.★ Pro-actively won new income streams worth over £2m in collaboration with the Sales Team.★ Established enduring and lucrative client relations. Show less

Promoted to manage a portfolio of 40 regional lending accounts each with a turnover of £10m - £150m for a range of purposes, including stock lines, property and plant/machinery, assessing risk and acting as a mentor to junior staff.

Invited to teach students, preparing lesson plans, delivering engaging sessions within a set syllabus and testing/assessing progress, satisfying stringent requirements of accrediting bodies.

Now Lloyds Bank Commercial Finance

Recruited to line manage and expand a team of Collateral Controllers from five to 11, administering 300 clients with a turnover of £1.5bn and acted as Communications Representative for the South.

Diploma, Financial Accounts, Merit

Awarded Top UK Student for Financial Accounts Examination

Qualified Micm Graduate

Qualified Maat

Btec National Certificate, Business And Finance, Merit

Gcse, Accounting

11 O'Levels, Including Maths And English

Level 3, Counselling Skills

Basic Counselling Skills

Solo Acting Grade 6 (Bronze Medal), Bronze Medal