Libby B. Email & Phone Number

Eveleigh, New South Wales, Australia

Commonwealth Private provides personalised banking and advisory services to Australia’s high-net-worth individuals and their families. We typically work with clients who have a household income in excess of $450k p.a. or the intent to invest or borrow at least $2.5 million, and adopt a team-based approach to providing relationship-managed banking and wholesale advice opportunities. We believe ‘Success is Personal’, and banking should be too. As an Analyst Private Banker, my role is to provide high-level support to our Private Bankers, enabling them more time to work directly with clients. My core focus is to service the diverse needs of current Commonwealth Private clients, and drive deeper connections to identify more ways our team can meet their needs. At Commonwealth Private, we work with the wider Group to bring the best of the Bank to every client, and are committed to delivering an extraordinary end-to-end experience of working with us. Our purpose is to improve the financial wellbeing of our clients and communities across generations.

Parramatta, New South Wales, Australia

Regional and Agribusiness Banking (RAB) provides a comprehensive range of services to over 30,000 customers located in Regional and Rural Australia. The vision of the Regional and Agribusiness team is to excel at securing and enhancing the financial wellbeing of people, businesses and communities throughout Regional Australia.- Undertake financial analysis and assess the risks/opportunities on new transactions, as well as the risks associated with increases in lending to existing customer. - Build and maintains effective working relationships with the Group’s internal business partners, ensuring balance between customer and the Group’s best interests

Parramatta, New South Wales, Australia

The Car Finance Centre is a centralised national team responsible for the sale of car and equipment finance products. We are currently a team of less than 100 employees whose key stakeholders include not only external clients, but also internal clients including Relationship Managers, Asset Finance Specialists and other staff members from the internal CBA network.- Assess Car and Equipment Finance applications by adhering to Group Credit Policy- Build and maintain a close relationship with our internal sales team and internal network of relationship managers in all CBA segments (e.g. LBB or CFS)- Pre- check invoices and supporting documents and progress approved car and equipment finance applications for contract document preparation- Work to deadlines ensuring applications are decisioned and progressed within agreed Service Level Agreements (SLA’s) - Communicate the outcome of applications effectively

Parramatta

As an Annual Review Specialist I undertake Annual Reviews on existing Supergear facilities (of any amount) and commercial lending facilities with aggregated lending amount from $1 - $5millilon for NSW Local Business Banking (80-90% of clients), Corporate Finance, Retail Banking, and Private Banking portfolio clients.I ensure serviceability is still evident within the existing commercial loans for clients and if this cannot be met request additional information from the client ie. Management figures for the current financial period.I also undertake covenant reporting on a quarterly, half-yearly and annual reporting period for on-going concern businesses ie. Childcare centres, Retail pharmacies, Caravan Parks, Hotels and clubs.

Parramatta

As a Car & Equiment Specialist I provide quotes to new and existing clients for cars & equipment. I request financial information from clients to prepare loan applications and analyse and qualify existing and new clients within the CBA lending criteria for equipment finance.

Sydney, Australia

As a Bank Officer my daily task would include actioning of instructions for loan drawdown, rollovers and repayments, preparation of dockets/entries for Smile input.Advance preparation of loan settlement entries/dockets for future dated maturing loans.Preparation, cancellations and maintenance of Bank Guarantees and related fees.Preparation of Audit and Balance Certificates and monthly Suspense Account Reconciliations for Accounting Dept and assist with ‘Total Proof’ balancing process.

Sydney Area, Australia

As a Loan Servicing Administrator my daily tasks would include recording all new commercial/residential loans on the loans managements system and maintaining these loans on an ongoing basis as instructed.Processing requests and answering queries from the Client ensuring the highest quality service standards are maintained at all times.Perform determination date reconciliation of the bank account/s and loan portfolio and forward and report to client and third parties.Perform monthly reconciliation of the bank account/s and loan portfolio and forward month end reports to Client as per the service standards.

Seven Hills

During my time at the National Australia Bank I held several roles which included:• Team Leader – Managing a team of 14 staff (internationally)My tasks would include facilitatating and explaining correct banking processes & procedures. Providing assistance to setting up new staff on banking systems.Organising morning/afternoon team meetings and individual performance meetings and completing quality checks on all finalised filesCoach, mentor and motivate staff• Post Production Controller (31 Aug 2006)Providing timely and error free processing of banking facilities and confirming Security In Order on loan filesPrepare and arrange Purchase, Refinance and Discharge settlementsUpdate relationships and establish and open ledger accounts and preparing drawdown of facilities for Business & Retail banking customers• Package Business Post Execution Controller (13 Sep 2005)Analyse renewal of revolving Business facilities ie. Lease, Bank Guarantees, Bills and action as per Bank policy and ProceduresConfirm and execute Security In Order and prepare and arrange Purchase, Refinance and Discharge settlements for Business customersCalculating stamp duty and multi – state stamp dutyDrawdown of facilities for Business customers• Business Documentation Preparation Officer (17 Nov 2003)Accurate and timely preparation all loan applicationsUse Siebel to access and assign loan submissionsLiaise with Bankers in regards to omissions from lending submissions

Bachelor Of Business & Commerce, Business Managment / Human Resources & Industrial Relations Management

Education record