Underwriting of Commercial deals based on financial analysis and cash flow forecast.

Ensured correct decisions were made through financial analysis with a goal of providing strong, robust commentary and critique on the figures presented together with commentary on projected performance. Assessment and preparation of credit applications with a value over $NZD1.0M completed in a timely and professional manner. Delegated responsibility to authorize transactions up to $NZD2.0M. Facilitated annual review of existing customers.Key Achievements:• Completed a number of credit… Show more Ensured correct decisions were made through financial analysis with a goal of providing strong, robust commentary and critique on the figures presented together with commentary on projected performance. Assessment and preparation of credit applications with a value over $NZD1.0M completed in a timely and professional manner. Delegated responsibility to authorize transactions up to $NZD2.0M. Facilitated annual review of existing customers.Key Achievements:• Completed a number of credit assessments in a timely manner to secure deals over competitors, which assisted sales team to exceed sales volume year after year.• Improved decision making capabilities and efficiency as shown by the ability to reduce a credit memorandum from 23 pages to 11 pages. The result was concise, more accurate and allowed business decisions to be made in a more timely manner.• Received 5 years anniversary award in recognition of achievements and continuing contribution to the success of GE. Show less

Completion of credit applications and financial analysis for approval up to $NZD5.0M. Exercise CAD (sole and dual approval) as appropriate. Fulfilled customer needs with appropriate product and services. Provided support to sales manager and facilitated annual review of existing customers. Key Achievements:• Gained knowledge and experience in asset funding industries, namely transportation, construction, logging, mining and aircraft.• Received Superstar award in response to… Show more Completion of credit applications and financial analysis for approval up to $NZD5.0M. Exercise CAD (sole and dual approval) as appropriate. Fulfilled customer needs with appropriate product and services. Provided support to sales manager and facilitated annual review of existing customers. Key Achievements:• Gained knowledge and experience in asset funding industries, namely transportation, construction, logging, mining and aircraft.• Received Superstar award in response to delivering consistent customer service excellence and numerous positive emails from sales managers for quick and efficient service. Show less

• Auditing and filing of loan documents for accuracy prior to being sold to other investors. Preparing in house documents and liaison with branches for any discrepancies on file.• Auditing of closed loan documents for accuracy in line with company guidelines.

Other roles at the bank included Customer Service Officer, Teller, Draft, Bills & Letter of Credit Clerk, Securities and Documents officer.Met Key Performance Indicators and developed strong customer service and sales skills in a variety of retail and administrative banking roles. Received Special Recognition Awards and Promotion within the bank for providing excellent customer service using related tag-ons, promoting term deposits and securing sales referrals through quality… Show more Other roles at the bank included Customer Service Officer, Teller, Draft, Bills & Letter of Credit Clerk, Securities and Documents officer.Met Key Performance Indicators and developed strong customer service and sales skills in a variety of retail and administrative banking roles. Received Special Recognition Awards and Promotion within the bank for providing excellent customer service using related tag-ons, promoting term deposits and securing sales referrals through quality conversations. Show less