Sam Kendall Email & Phone Number

Sydney, Nsw, Au

Brisbane, Queensland, Australia

Responsible for:• Management of a commercial & property loan portfolio consisting of $1m to $10m exposures.• Analysing financial statements, cash flow forecasts, commercial leases and property valuations, for credit proposals and annual reviews.•Manage client relationships including, attending to client queries, client meetings and property inspections.• Identifying an acceptable level of lending risk, in line with the Bank’s credit policy, and to maximise the profit from each loan transaction.• Manage & develop Assistant Relationship Manager whom is a direct reportAchievements:• Obtained a Credit Authority to self approve new to bank & existing customer loans up to $5.5m.

Brisbane, Queensland, Australia

Responsible for:• Assisting the Senior Relationship Manager with management of a commercial property loan portfolio with the largest exposure of $75 million and average exposure of $25million.• Analysing financial statements, cash flow forecasts, commercial leases and property valuations, for credit proposals and annual reviews.• Assisting the Senior Relationship Manager to manage client relationships including, attending to client queries, client meetings and property inspections.• Identifying an acceptable level of lending risk, in line with the Bank’s credit policy, and to maximise the profit from each loan transaction.• Maintaining a risk management culture in line with Suncorp’s policies and guidelines.Achievements• Developed the credit proposal, loan and security agreements, and settlement for a $16million new to bank loan to fund a portfolio of commercial/retail properties that included construction funding.• Developed the credit proposal, loans & security agreements, and settlement for 3 non resource loans for a total of $26 million to a commercial property investment group to fund 7 childcare centres of which 4 were greenfield developments and 3 are renovations.

Brisbane, Queensland, Australia

Responsible for:• Liaising with external vendors and internal processing staff to process and support Business Banking customer applications.• Assist the Relationship Managers and Assistant Relationship Managers with the management and administration of their portfolios.• Preparing Business Banking Letters of Offer / Variation as well as Business Banking loan documents.• Applying industry and process knowledge to enhance customer service outcomes – customer queries, solve customer problems and generate process solutions.• Analysing data and customer interactions to identify and understand trends and where appropriate remediate and challenge inefficient processes.• Providing superior internal and external customer service by developing strong working relationships.Achievements• Managed the process to defer repayments and capitalize interest during the early stages of Covid for a portfolio of Business Banking loans.• Within 5 months was promoted to Portfolio Analyst in Commercial and Property.

Brisbane, Queensland, Australia

Responsible for:• Effectively managing the recovery and settlement process of insurance claims.• Identifying and maximising recovery opportunities.• Negotiating win/win with settlement claims.• Fully understanding and making decisions in line with the limits of authority and company guidelines.• Maintaining clear, concise communication while demonstrating empathy and understanding towards all customers.Achievements:• Highest recovery amount for August 2019 and February 2020 in the department of 70 consultants.• Quality audit results of 95% and above.

Brisbane, Queensland, Australia

Responsible for:• Closing new business consistently at or above quota level.• Becoming an expert in construction procurement & the construction process.• Generating and following up on qualified outbound leads at small and mid-sized companies.• Building relationships with prospects and internal stake holders to grow new business.Achievements:• Originated and negotiated new accounts to achieved 110% of 2018 annual target.• Achieved 205% of target for September 2018.

Bachelor Of Business, Majoring In Finance With A Minor In Management

Activities and Societies: QUT Rugby 7's

High School Certificate, High School

Activities and Societies: English, Math B, Accounting, Economics, Physical Education, Earth Science1st XI Cricket 1st XVIII AFL 2nd XV.