James Adamowicz Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

Managing a portfolio of property developer & investor clients typically seeking to borrow between $10M and$100M. Responsibilities include: * Management of client relationships with the Bank and development of existing and further lending opportunities* Management of key internal relationships including risk, select product specialists and various Owner Manager Branches* Management of Portfolio compliance * Preparation of credit memoranda and engagement of Risk via various forums including Executive Credit Committee * Representing the Bank at various industry and client functions and promotion of the Bank in a positive light in the Melbourne property finance market

Melbourne, Australia

Assisting in managing a portfolio of property clients typically seeking to borrow between $10M and $100M.Responsibilities include: * Prepare credit submissions for consideration by Risk Partners and Risk Committees * Attending client meetings to provide additional support to Relationship Executives and Product Specialists * Acting as a key liaison point for clients to engage with for day to day banking requirements

Melbourne, Australia

Managing existing banking relationships to secure property development finance for the Group’s property development pipeline. Duties:► Assisting the Director with capital strategy ► Management of external relationships to enhance optimal funding outcomes► Management of internal relationships► Preparation of Credit Information Memoranda for property development projects in need of funding

Melbourne, Australia

Provided dedicated relationship management, credit analysis and administrative support to a $170M commercial and property loan portfolio. Clients typically maintain borrowing requirements of between $10M - $35M and have turnovers of up to $100M.Duties:► Acted as a key contact point for client relationships with the Bank► Prepared credit memorandum documents for new / increase lending proposals with transaction size up to $20M► Identified new to bank opportunities and leveraged existing client relationships to drive business sales opportunities for the Bank► Monitored and maintained the ongoing credit and administrative requirements of the portfolio► Supported the ongoing daily banking requirements of the existing client base Achievements:► November 2015 - June 2016 - Site ’compliance champion’ responsible for the coordination of site Associates and Senior Associates in driving positive centre compliance outcomes.► October 2014 - Project managed large scale revaluation exercise of majority of portfolio’s property securities comprising some 200 + property assets.

Australia

Provided dedicated credit, administrative and customer relationship management support for portfolio predominantly focused on small business clients with borrowing needs typically below $3M.Duties:► Responsible for preparation of credit memorandum documents and preparation of lending submission for approval by DCA Holder► Co-ordinated documentation process and implemented draw down of contracted facilitiesAchievements:► March / April 2014 - Managed portfolio over 6 week period in the prolonged unexpected absence of portfolio relationship manager overseeing and managing successful restructure of portfolio’s largest client► November 2013 - Assisted with resourcing gaps at satellite site helping progress $10M+ in transactions through to approval stage over 2 week period.► October 2013 - Identified cross-sell opportunities and took part in calling days, having generated $2M in deposit opportunities for $750M NAB convertible notes issue in late 2013► August 2013 - Recipient of ‘Ultimate Banker’ of the Month for exceptional team work across local partnership site

Bachelor'S Degree, Business/Commerce, General, Wam 72.00

Activities and Societies: Monash Finance Association MemberAccounting & Finance Major

Victorian Certificate Of Education

Activities and Societies: Accelerated Learning Program