David Lee Email & Phone Number

Perth, Western Australia, Australia

Hybrid role within the Westpac Institutional Bank Real Estate team, leading the team of WA property analysts and preparing internal Policy, Risk, Board and APRA reports.

Perth, Australia

Perth, Australia

Positioned within the credit and risk team of the wider WIB WA Property business, my primary functions include the provision of high quality research and evaluation of funding structures, detailed risk analysis, financial forecasting and modelling, covering all aspects of the credit submission from origination through to negotiation and credit approval for large private and publicly listed property entities across all industry segments.

Perth, Australia

Positioned within the Portfolio Management and Origination team, primary responsibilities of the role are centered on financial modelling, debt structuring (including syndication, clubbing and equity markets) and credit assessment of large private or publicly listed Residential and Commercial developers and investors.

Perth, Australia

Senior Associate to the largest portfolio in NAB Corporate WA, managing some of the most iconic WA public and private companies.In a team of 4, we provide a range of banking solutions involving term & transactional facilities, asset finance, FX & hedging solutions, access to debt capital markets and syndication and clubbed funding arrangements.

Perth, Australia

As a specialised division of the wider Nab bank, the Health division focuses on core modalities of Aged Care, Pharmacy, Allied Health, Specialists and GPs.Individual portfolio specialised in the Pharmacy sector, providing full banking solutions to WAs largest chains and helping experienced pharmacists purchase their first pharmacy.Position involved the writing of all credit applications, client maintenance and support, intergration of other specialised areas of the bank (IR hedging, Transactional and Treasury) and ensuring portfolio compliance with Bank and APRA requirements.Awards: 2010 NAB Mid-Year Shooting Star

Perth, Western Austalia

As the Credit Analyst within the WA Distribution Finance division (Floorplan/Inventory Finance), I held the top credit position within the State with two direct reports and the only CA Australia wide with their own signing authority.Position involved the approval and recommendation of all credit files with the writing and submission of the state's largest clients. In addition, the role was responsible for legal documentation, state compliance with internal and external policies, team management and any stressed/adminstration/exit clients.Awards: 2008 GE Mid Year Top Employee (Australia)

Bachelor Of Economics, Banking And Finance

Triple major: Investment Finance, Money & Banking and Asian Business

Education record