McDonald Johnston Road Sweeper operator

Business and Commercial LoansHire Purchase / LeasingCash Flow LendingDevelopment FinanceProperty FinanceFirst Home BuyersHome Loans

Manage a portfolio of up to 55 groups of SME commercial clientsOwn the performance of the portfolio, financial & business risk qualityManage the Relationship manager & Assistance Relationship MgrObtaining new to bank opportunities & revenue growthProvide funding to clients of $2m < $20mundertake local area marketing plans to identify new opportunitiesmaximize cross sell opportunitiesNegotiate terms and conditions with clientsMaintain a quality portfolio of clientsAchieve all business & financial objectives for the portfolio

Market Specialist - lending against the businessSpecialty finance - Real Estate Rent Roll Specialist.In addition provided Cash flow funding and franchise fundingManage a portfolio of up to 50 groups of clientsCoached a junior Banker into a Relationship ManagerDeveloped an extensive Network of Real Estate AgentsDeveloped strong relationships with finance brokersAssisted Regional Sales Manager develop a niche lendign policy for Real Estate Agents

Mobile role, with flexible working hours to coincide with the broker channel100% of $25m target achieved.Building relationships with brokers in the finance sectorDeveloped a network of contacts both inside and outside of the BankFirst point of call for broker business transactionsTraining and developing brokers with different skill setsJoint customer visitation / handover of broker transactionWorkshop lending opportunities, converting the opportunity to approval and following it through to draw down

Manage a Customer Portfolio of up to 400 groups. (1600 customers) which includes approx 40 schoolsClients consisted of a vast mixture of clubs, associations as well as high net worth personal and business clients who have deposit funds to invest with the bank.( $150k to $2m)Deposit focus (target of $30M)$25m Lending Target.Managed 2 administrative assistantsProvide Banking products and services to clients within portfolioEducation Banking Manager – Provide full banking services to schools. Manage the day to day maintenance of client accounts and facilitiesProactively Contact clients on a regular basis to ensure their existing banking facilities are suitable and to ascertain future lending requirements.Increase customer share of wallet.Source new clients Lending products sold to clients offer a mutually acceptable margin to both the client and bank.

Manage a Customer Portfolio of up to 300 groups. (1200 customers) Provide Banking products and services to clients within portfolio Industry specialization – Business Services (Accountants, solicitors etc)Manager the day to day maintenance of client accounts and facilitiesProactively Contact clients on a regular basis to ensure their existing banking facilities are suitable and to ascertain future lending requirements.Increase customer share of walletLending products sold to clients offer a mutually acceptable margin to both the client and bank.