Joe Barry Email & Phone Number

Edinburgh, Scotland, United Kingdom

• I make it a priority to build strong relationships with key players in the Business Banking Team, ensuring our customers have a seamless experience. I team up closely with Business Development Managers to keep tabs on.
• Developed a Broker Panel to generate lending leads, conducting rigorous regulatory compliance checks for each broker firm added and implementing ongoing monitoring to minimise risk exposure.
• Spearheaded the operational aspects of the Business Lending arm, focusing on extending facilities beyond £100K.
• Established and enhanced operational procedures within the bank's existing framework, including customer account opening, valuation processes, security instructions, and loan documentation, ensuring safe and closely.
• Successfully onboarded 43 broker firms to the panel.
• Managed borrower and borrower solicitor expectations regarding loan fund delivery, overseeing a pipeline of over 100 loans valued at approximately £45M at its peak.

Edinburgh, United Kingdom

• I was responsible for screening individuals against our customer database to ensure compliance with sanctions. Using a quick and thorough screening process, I also analysed open-source materials to minimise the bank's.
• Enhanced operational support processes for commercial banking, reinforcing adherence to regulatory standards.

Edinburgh

• Here, I handled a portfolio spanning three Relationship Managers, conducting monthly reviews of up to 20 accounts annually. As a key member of the credit delivery team, I meticulously inputted new lending applications.
• Successfully advanced up to 5 applications per week through the process.

Edinburgh

• In this role, I oversaw all-encompassing administrative operations and ensured smooth communication channels within the Commercial Banking sector. I built lasting relationships with clients and colleagues, harnessing.
• Oversaw operations across three area offices within the Commercial Banking Team, conducting testing and reporting on various processes to ensure accuracy and compliance.
• Developed and provided one-page procedure guidance documents to teams, offering hints and tips on processes requiring improvement.

Edinburgh

Tested processes, ensuring bank standard procedures were being adhered to, following testing schedule.Checked customer documentation.Developed and delivered internal training sessions across the country, tailoring material to group sizes and levels of ability, to maximize value of sessions.

Edinburgh, United Kingdom

Represented the Scotland region for the roll out of new training and monitoring tool for team managers, running group training sessions.Utilised an Excel based measurement spreadsheet, delivering team managers a suite of results to demonstrate staff training requirements, and particular processes that were causing the team issues.

Edinburgh, United Kingdom

Mar 2007-Jul 2013 Made sure customers were satisfied with services provided through monitoring processes and reviewing KPIs, maintaining databases. Resolved all customer issues swiftly and effectively, ensuring a mutually beneficial outcome, liaising with colleagues and other departments if necessary.

Master Of Arts (M.A.), Cultural History, Upper Second Class

Education record