Jack Do Email & Phone Number

Sydney, New South Wales, Australia

Home Lending Commercial LendingAsset Finance

Sydney, New South Wales, Australia

• Working autonomously to drive business in home lending• Undertaking complex lending – purchase, refinance, consolidation of debts, restructuring of debts to provide further flexibility• Working with intermediaries to hedge customer funding structures - asset finance, business finance, home lending, personal lending etc• Working with clients in preparing and setting up structures to meet funding requirements and maximising tax efficiency.• Preparation of credit reports and financial modelling for new and existing funding requests.• Managing risk of applications• Adapting to changes in policies and regulatory requirements

Sydney, New South Wales, Australia

• Managing high valued clients (circa 400+) with income $250K+ and lending of $1 million +• Management of any complex lending or acquisitions – purchase, refinance, consolidation of debts, restructuring of debts to provide further flexibility• Working with intermediaries to hedge customer funding structures - asset finance, business finance, home lending, personal lending etc• Working with clients in preparing and setting up structures to meet funding requirements and maximising tax efficiency.• Preparation of credit reports and financial modelling for new and existing funding requests.

London, England, United Kingdom

• Preparation of credit reports and financial modelling for new and existing funding requests.• Working with intermediaries to hedge customer funding structures - asset finance, invoice factoring or discounting, interest rate management, financial planning.• Working with clients in preparing and setting up structures to meet funding requirements and maximising tax efficiency.• High levels of introductions to the various services provided within the Royal Bank of Scotland Group as a result of sales ability and extensive knowledge of the services provided – Asset Finance, Invoice Finance/Factoring, FX, Merchant Services, Insurance, Trade Finance, Financial Planning, HR Services, SMARTA

London, England, United Kingdom

• Preparation of credit reports and financial modelling for new and existing funding requests.• Working with intermediaries to hedge customer funding structures - asset finance, invoice factoring or discounting, interest rate management, financial planning.• Working with clients in preparing and setting up structures to meet funding requirements and maximising tax efficiency.• High levels of introductions to the various services provided within the Royal Bank of Scotland Group as a result of sales ability and extensive knowledge of the services provided – Asset Finance, Invoice Finance/Factoring, FX, Merchant Services, Insurance, Trade Finance, Financial Planning, HR Services, SMARTA

Sydney, New South Wales, Australia

• Commercial lending via Brokerage Relationships in the Commercial Real Estate Market. Development of a Trusted Advisor mentality to the Brokerage Channel.• Networking through Broker Channel, maintaining a constant presence with existing Brokers and developing new Brokers to the market.• Role required high levels of self-sufficiency and networking skills to generate leads for new business. Good credit skills also necessary to enable quick initial judgments.