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

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.

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.

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.