• Current Project lead for developing the strategy and execution of data quality rules thereby strengthening Business Lending’s data compliance and monitoring capability.• Primary business Subject Matter Expert to the Chief Data Office to create and implement Data Quality rules for the Basel 3 project. • Embed the foundations of Business Lending’s Data Risk Management capability, ensuring that data related risks are managed appropriately• Led the overhaul of the existing BL Break… Show more • Current Project lead for developing the strategy and execution of data quality rules thereby strengthening Business Lending’s data compliance and monitoring capability.• Primary business Subject Matter Expert to the Chief Data Office to create and implement Data Quality rules for the Basel 3 project. • Embed the foundations of Business Lending’s Data Risk Management capability, ensuring that data related risks are managed appropriately• Led the overhaul of the existing BL Break Cost Model control environment and implemented a robust, simple, and compliant framework for reviewing and monitoring Models. Show less

- Champion the end to end management of the Working Capital Finance product suite across the four brands which sit within the Westpac umbrella (Westpac Banking Corporation, St George Bank, Bank of Melbourne and Bank of South Australia)- Provide subject matter expertise via working groups and steering committees on all projects and initiatives which impact the groups Working Capital products, policies, processes and platforms ensuring alignment to both the product and overall organisational… Show more - Champion the end to end management of the Working Capital Finance product suite across the four brands which sit within the Westpac umbrella (Westpac Banking Corporation, St George Bank, Bank of Melbourne and Bank of South Australia)- Provide subject matter expertise via working groups and steering committees on all projects and initiatives which impact the groups Working Capital products, policies, processes and platforms ensuring alignment to both the product and overall organisational strategies- Design, delivery and implementation of product based strategies that enable each business segment and brand to achieve their respective strategies, customer value propositions, market position and financial targets- Design, delivery and implementation of product portfolio strategies to achieve plan and optimise portfolio profitability, diversification, mix & growth, cost, arrears, capital & risk management and process effectiveness- Thorough internal and external stakeholder engagement and management to develop and execute strategies designed to deliver superior customer service and value through market leading products, improved policy & process, product penetration strategies, marketing campaigns and provision of sales education Show less

- Manage a growing loan portfolio of approximately $350million for the corporate finance business across a broad range of industries, with debt facilities ranging from $10million to $100million. Facilities primarily consist of Working Capital/Asset Based Lending and cash flow loans however facilities are tailored to suit individual client needs and as such I deal in vast and flexible structured facilities- Regular portfolio monitoring of accounts including review of financial and collateral… Show more - Manage a growing loan portfolio of approximately $350million for the corporate finance business across a broad range of industries, with debt facilities ranging from $10million to $100million. Facilities primarily consist of Working Capital/Asset Based Lending and cash flow loans however facilities are tailored to suit individual client needs and as such I deal in vast and flexible structured facilities- Regular portfolio monitoring of accounts including review of financial and collateral performance, covenant compliance, understanding credit risk, identifying significant issues, financial analysis/modelling and trend analysis- Required to establish, maintain and strengthen solid client relationships to ensure on going portfolio health, client retention, account performance and growth from within the portfolio- Responsible for all aspects of client renewal and facility restructure (e.g. to support organic/acquisition based growth) from submitting structure recommendations to credit and other stakeholders, completion of pricing model, preparation and negotiation of credit proposal, underwriting credit paper, legal documentation (liaising with internal and external lawyers) etc.- Active management of problematic/distressed accounts including working with Insolvency firms in work out scenarios- Involved heavily in the marketing of the GE Corporate Finance brand & product. Represented GE in the ‘GE Capital at Work’ Advertising campaign where I appeared in a series of advertisements in national newspapers/magazines in 2012/2013. I also appear in a video on the GE Capital website Show less

- Managed a loan portfolio of debt facilities ranging from $10million - $100million. Facilities primarily consisted of Working Capital Receivable purchase facilities as well as other tailored/structured finance facilities- Involved in all aspects of Relationship Management from thorough monitoring of accounts including review of financial and collateral performance, risk analysis, financial analysis/modelling, trend analysis- Active management of distressed and workout accounts via… Show more - Managed a loan portfolio of debt facilities ranging from $10million - $100million. Facilities primarily consisted of Working Capital Receivable purchase facilities as well as other tailored/structured finance facilities- Involved in all aspects of Relationship Management from thorough monitoring of accounts including review of financial and collateral performance, risk analysis, financial analysis/modelling, trend analysis- Active management of distressed and workout accounts via thorough monitoring, restructure of debt/capital structure and/or strategic solutions with a view to minimise loss and/or improve client credit profile- Establish and maintain solid client relationships and involved in all aspects of client renewal - Treasury Management including but not limited to liasing with and reporting to warehouse funders, dealings in commercial paper, analysis of interest rates to determine effective cash placement and reduction of negative spread, review and authority to sign off on cash reconciliations and client funding- responsible for implementation of internal procedures an controls- Underwriter of financial risk products (e.g. Performance/Surety Bonds) for facilities ranging from $10million - $100million, preparation of risk submission and related financial modelling/risk analysis- AML (Anti Money Laundering) Compliance Officer Show less

- Responsible for collateral monitoring and daily processing of movements in loan accounts, fund clients daily- Primary initial contact with clients regarding daily funding requirements and monthly collateral reporting- Analysis of client financial information- Validate accuracy of client documentation, review collateral position and investigate early signs of deterioration- Perform loan and cash reconciliations as required- Perform accounts receivable verifications - follow… Show more - Responsible for collateral monitoring and daily processing of movements in loan accounts, fund clients daily- Primary initial contact with clients regarding daily funding requirements and monthly collateral reporting- Analysis of client financial information- Validate accuracy of client documentation, review collateral position and investigate early signs of deterioration- Perform loan and cash reconciliations as required- Perform accounts receivable verifications - follow up resolve discrepancies- Process standard Letters of Credit, interface with issuing bank and perform appropriate maintenance of Letter of Credit activity- Maintenance of more complex Letter of Credit structures including Back to Back and Purchase Order LC facilities Show less

- Calculation and analysis of daily unit prices- Comparison and analysis of fund performance to performance attribution- Verification of international and domestic international asset prices via Bloomberg etc - incorporating corporate actions, income issues and general market volatility- Review and cutting of ex-prices given distribution calculations by Fund Accounting- Verification of Corporate Actions- Tracking of asset holdings obtained either on market or through… Show more - Calculation and analysis of daily unit prices- Comparison and analysis of fund performance to performance attribution- Verification of international and domestic international asset prices via Bloomberg etc - incorporating corporate actions, income issues and general market volatility- Review and cutting of ex-prices given distribution calculations by Fund Accounting- Verification of Corporate Actions- Tracking of asset holdings obtained either on market or through corporate actions, such as placements and other underwriting transactions- Verification of assets, fixed interest securities, futures and spots- Involved in an overall review and restructure of internal controls within the unit pricing team. Worked to implement these controls and ensure their maintenance at best practise Show less

- Auditing - complete audit and review of listed and unlisted manufacturing companies general ledger items- Audit of superannuation funds, non profit organisations, workers compensation- Process systems management - Monitoring and thorough review of accounts receivable, accounts payable, payroll and inventory functions. Evaluation of internal process system controls