Peter Clements Email & Phone Number

Brisbane, Queensland, Australia

Assessing variations to existing customer Lending facilities.

Brisbane, Queensland, Australia

Brisbane, Australia

Brisbane, Australia

Due to a recent corporate restructure at NAB Private that has resulted in changes to key roles, I am exited to take this opportunity to explore new challenges using my considerable knowledge in the Financial Services Industry. Experienced in:* Relationship Management* Business Development & Networking* Sales & Service* Home & Investment Mortgage Lending* Investments & Superannuation* General Insurance* Personal & Mortgage Protection Cover* Chattel Mortgages &… Show more Due to a recent corporate restructure at NAB Private that has resulted in changes to key roles, I am exited to take this opportunity to explore new challenges using my considerable knowledge in the Financial Services Industry. Experienced in:* Relationship Management* Business Development & Networking* Sales & Service* Home & Investment Mortgage Lending* Investments & Superannuation* General Insurance* Personal & Mortgage Protection Cover* Chattel Mortgages & Personal Loans* Asset Finance & Leasing* Margin/Equities Loans* Credit Policy* Product Development* Team ManagementTECHNICAL SKILLS Annalise Financial Statements & Tax Returns for Individuals, Companies & Trusts Financial Markets Commercial & Residential Property Valuation – Multiple Platforms - Valex Credit Policy & Procedures – Credit Scoring - Veda Microsoft Word, Excel & PowerPointEDUCATION & DEVELOPMENTCurrently studying Cert IV - Finance & Broking.Completed Diploma of Business - SRBM College Australia - 2015 Certificate – Inside Australia’s Financial Markets – KAPLAN – 2016 Certificate IV in Financial Services – Tier 2 – Swinburne University of Technology - 2004 Certificate Financial Accounting for Bankers – Omega - 2002 Certificate Consumer Lending – Omega - 2002 Certificate FSRA Tier 2 – 2004 & 2013 Certificate Lending Accreditation Program – Omega – 2013 Commissioner for Declarations Show less

Lvl 21, 100 Creek Street, Brisbane Qld 4000

Relationship manager for high net worth clients with investible assets of $5million or more and minimum lending of $2 million. Worked diligently to get close to existing clients by regular and close contact, retained 3 refinance customers with net value of $5m in lending and increased customer advocacy .• Generate 4 new to Private Bank clients per quarter and provide cross sale referrals to Nab Specialists. Achieved $4M in lending, $2million in investments and 6 x Insurance… Show more Relationship manager for high net worth clients with investible assets of $5million or more and minimum lending of $2 million. Worked diligently to get close to existing clients by regular and close contact, retained 3 refinance customers with net value of $5m in lending and increased customer advocacy .• Generate 4 new to Private Bank clients per quarter and provide cross sale referrals to Nab Specialists. Achieved $4M in lending, $2million in investments and 6 x Insurance sales with turnaround of revenue position and pipeline of 5 new to bank prospects, during a period of economic uncertainty and low customer confidence in financial markets.• Uplift specialist referrals. Identified referrals from existing client meetings. Nab Trustees for complete Estate Planning x 3. Referrals to Markets Desk for Bonds investments x 2 closing $2M in committed sales, 2 x leasing and referral for New to Bank ( two Doctors) for Personal Protection Plans and new Company accounts and Transactional Banking for Financial Investments firm.• Gain reciprocal business referrals from internal and external business. Achieved through initial referrals to Business Banker and Accountants, establishing advocacy, follow up calls and meetings to build a strong partnership. Result, 10 opportunities and offer to refinance Senior Partner Accountant. Show less

Brisbane - Servicing All Areas In Australia

I was responsible for the Medical Finance area for Retail Business for Auswide Bank Ltd.I was actively involved with Product Development, Credit Policy & Procedures for this sector of finance for Auswide Bank.I maintained strong business alliance partnerships with key referrers of business to Auswide Bank Ltd.I worked closely with Brokers to deliver a fast efficient outcome for their customers by providing guidance around process and policy.I specialised in… Show more I was responsible for the Medical Finance area for Retail Business for Auswide Bank Ltd.I was actively involved with Product Development, Credit Policy & Procedures for this sector of finance for Auswide Bank.I maintained strong business alliance partnerships with key referrers of business to Auswide Bank Ltd.I worked closely with Brokers to deliver a fast efficient outcome for their customers by providing guidance around process and policy.I specialised in managing client relationships primarily within the Health Care Industry as well as other Professionals. By helping existing and potential new home loan clients to Auswide Bank with their personal and investment lending needs I influenced strong mortgage acquisition with consistent lending growth of >120% of stretch targets. Show less

Brisbane Qld

Senior Lending Manager – Retail Business – Mobile RoleHighly successful Lender with multiple awards and strong revenue growth during my time at St.George.First Mobile Lending Role for St. George in Qld. Built a sustainable referral network aligning with 2 accountants, 2 financial planners and Experien Professional Finance/ Investec Professional Finance with minimal branch referrals to deliver consistent sales growth over 7 years of employment. Provide exceptional financial… Show more Senior Lending Manager – Retail Business – Mobile RoleHighly successful Lender with multiple awards and strong revenue growth during my time at St.George.First Mobile Lending Role for St. George in Qld. Built a sustainable referral network aligning with 2 accountants, 2 financial planners and Experien Professional Finance/ Investec Professional Finance with minimal branch referrals to deliver consistent sales growth over 7 years of employment. Provide exceptional financial services for internal and external clients. Achievement of all St George Bank sales, revenue and lending targets – consistently positioned in top three Home Lenders for St. George Qld Business and Lender of the year award in 2009 out of a group of 35 peers, achieving 200% of lending and cross sales targets in all 4 quarters. Expand business referral network. Working closely with internal partners and Business Banking. Resulted in Managing Director aligning me with a Business Banker to manage and write Business Bank Clients Home Lending relating to Health Care industry. Develop reputation as the Manager for clients with sophisticated larger lending exposure. Provide exceptional customer experience receiving personal referrals from Managing Director. Resulted in exclusive mortgage alliance with Investec Professional Finance for Medico and Vets, writing $40 - $50 million in new to bank loans annually Create customer Advocacy. Attention to detail. Received 100% for Market Pulse (Mystery Shopper) ratings for 4 months in a row. Mystery shopper, positive feedback to manager and returned to refinance shopper’s home loan and banking. Posted to under-performing St.George Branch to lift lending growth and avoid branch closure. Coached branch staff to actively source referrals. Developed referral network with local businesses. Instigated referral partner with Qld University Cricket Club with banking package. Achieved increase in lending growth from < 50% to 150% of target within 9 months. Show less

Relationship managed a Personal home and Investment Lending portfolio of $148,000,000 with expectation to retain and grow the book year on year while also identifying opportunities to move clients into Private Bank.

Brisbane Cbd

Worked for NAB in many areas over 20 years including Administration, Team Leadership, Home Finance and Business Banking which has equipped me with many skills in the finance industry.

Diploma, Business/Commerce, General

Senior Certificate, 12

Numerous certificates for internal and external development programs including Accounting, Sales, Relationship management, FSRA. Westpac.

Education record