Kerri G. Email and Phone Number

- Responsible for a portfolio of customers including both SMEs and large project/structured finance transactions. Portfolio contains a variety of products, including term and working capital loans, bond facilities and guarantees. - My portfolio has an export focus and includes customers operating in the oil and gas, mineral mining, defence, shipping, infrastructure and tourism sectors.- Portfolio Management services also provided under service level agreements to other Commonwealth… Show more - Responsible for a portfolio of customers including both SMEs and large project/structured finance transactions. Portfolio contains a variety of products, including term and working capital loans, bond facilities and guarantees. - My portfolio has an export focus and includes customers operating in the oil and gas, mineral mining, defence, shipping, infrastructure and tourism sectors.- Portfolio Management services also provided under service level agreements to other Commonwealth agencies, adding non-export customers in the airport, power (hydro), port, sport. Show less

- Over the period, role ranged from 3-4 days per week.- Account Officer for projects across a variety of sectors (including roads, airports, power (wind and coal-fired), LNG, and desalination. Duties included regular monitoring to ensure compliance with loan documentation, preparation of waiver requests and annual reviews. - Undertook portfolio analysis and assisted in the bottom-up revenue forecasting process using a custom built forecasting tool. - Assisted in deal execution and… Show more - Over the period, role ranged from 3-4 days per week.- Account Officer for projects across a variety of sectors (including roads, airports, power (wind and coal-fired), LNG, and desalination. Duties included regular monitoring to ensure compliance with loan documentation, preparation of waiver requests and annual reviews. - Undertook portfolio analysis and assisted in the bottom-up revenue forecasting process using a custom built forecasting tool. - Assisted in deal execution and restructurings when additional resource was needed. Show less

- Account Officer for projects across a variety of sectors (including roads, airports, power, waste management). Duties included regular monitoring to ensure compliance with loan documentation, preparation of waiver requests and annual reviews. - Detailed portfolio analysis using a custom-built database of projects across the EMEA region. The analysis tool allows us to assess return on a number of different bases, including sector, country, and client. - Assisted in annual revenue… Show more - Account Officer for projects across a variety of sectors (including roads, airports, power, waste management). Duties included regular monitoring to ensure compliance with loan documentation, preparation of waiver requests and annual reviews. - Detailed portfolio analysis using a custom-built database of projects across the EMEA region. The analysis tool allows us to assess return on a number of different bases, including sector, country, and client. - Assisted in annual revenue forecast and analysis of historic performance. - Assisted in deal execution and restructurings when additional resource was needed. Show less

- Undertook due diligence on financial, technical and legal documents, liaising with advisers on projects across a number of different sectors. - Assisted in negotiation of documentation with project sponsors. - Constructed and manipulated financial models for project analysis. - Prepared and presented project credit applications to the Bank’s Credit Committee. - Monitored performance of projects and prepared annual reviews.

- Constructed financial models for a range of clients and purposes including financial planning, project analysis and customer profitability. - Reviewed and tested the mathematical accuracy and integrity of financial models, many of which were PPP/PFI models. - Managed client relationships and undertook line management responsibilities for four staff.

- Designed and maintained database analysing client and fund profitability. - Assisted in preparation of regular management reporting and annual budget and forecast. - Prepared analysis of monthly and quarterly funds under management reporting.