Robert Lyons Email & Phone Number

Sydney, New South Wales, Australia

- Process escrow drawdowns for commercial accounts- Register commercial, finance leasing, and consumer assets via PPSR- Conduct QA compliance checks for equipment equipment finance manual transactions- Complete manual drawings, fee waivers, and account closures for equipment finance accounts- Generate account statements and account opening documents for the Risk team- Train equipment finance team members on current best practices

Sydney, New South Wales, Australia

- Provide assistance to the Customer Contact Centre and other stakeholders via phone and email.- Daily update of the PPSR Exceptions platform to ensure protection of assets.- Completion of the daily manual transactions report.- Assist with the completion of novated lease documentation.

Sydney, New South Wales, Australia

- Complete compliance procedures for suppliers across Westpac, St. George, BankSA, and Capital Finance brands.- Verify that suppliers operate as a legitimate going concern.- Liaise with the Fraud team to investigate companies that exhibit questionable practices.- Train staff on how to verify new suppliers and update supplier database.- Complete manual transaction report for the admin team.

Sydney, New South Wales, Australia

- Assisted internal and external brokers with settlement of auto finance deals.- Sent out confirmations of settled deals to interested parties.- Completed manual transaction payments and facilitated real time payments.- Conducted KYC process for new and existing auto finance customers.- Advise offshore team on the on the settlement process and provided updates as required.

Northmead, Nsw

• Contact labs, clinics, and agencies to assess their supply needs• Build relationships with Practice managers and company supervisors• Site visits with major stakeholders to drive growth • Liaise with suppliers to ensure product availability and quality• Follow up with customers with regards to current and future supply orders

St. George'S, Bermuda

- Reconcile bank records with monies received from various departments- Handle customer billing inquiries- Set up new customer accounts- Create daily deposit and income reports- Send out monthly invoices to customers

Hamilton, Bermuda

- Designed investment portfolios to help clients meet their objectives.- Implemented strategies to develop new business.- Identified target markets and developed relevant distribution plans.- Provided intermediary and client feedback to assist Marketing and Corporate communications staff in producing effective advertising and communication tools.- Recommended improvements or enhancements to existing funds which would result in increased volumes or profit margins.

Hamilton, Bermuda

- Provided clients with financial solutions to meet their investment goals.- Developed new clients and provided on-going service for existing clients- Utilized a wide range of investments which included mutual funds, equities, hedge funds, principal protected vehicles, and multi-currency policies.- Responsible for assisting the President with the training of new financial consultants.- Liaised with investment companies to determine if their products were suitable for being added to our existing product line up.

Mississauga, Ontario

- Used financial needs analysis to determine a client's investment and insurance needs.- Reviewed client portfolios and recommended any necessary changes.- Designed customized mutual fund portfolios to meet the needs of clients.- Trained new and existing PFA's on operations, procedures, and product knowledge.

Skillmax Jobseekers' Course 10366Nat, English

Written language skills for job seeking documents (e.g. resume writing, cover letters, complex job applications) Language skills for job.

Bachelor Of Commerce (B.Com.) Co-Op Degree, Management/Economics

Activities and Societies: Caribbean Students AssociationGraduated with a Commerce degree focusing on Management, Dalhousie University..

Ontario Secondary School Diploma, High School

Activities and Societies: School band, football, track and field, cricket team, weight lifting club.Graduated with a focus in Accounting.