Shane Crotty Email and Phone Number

• Processing daily drawdowns, rollovers, repayments, prepayments, rate fixings and all aspects of the loan processing area relating to my Agency portfolio. • Responsible for claiming and collecting all fees and interest relating to the above products• Review and approve peer group transaction entries into system-of-record• Preparing audit confirms, compliance & performance fee calculations on a monthly basis.• Compliant with ensuring all documentation is accurate and kept up to date.• Work closely with the legal and finance teams to ensure all amendments & invoices are completed.

Reviewing customers’ loan documents, interpreting relevant information and inputting data into the Bank’s Collateral Management System accurately and efficiently.Providing superior levels of internal customer service by responding to and managing customer enquiries, complaints and issues via phone, email or Microsoft Teams.Investigated various remediation reports and rectifying any data quality issues identified.Ensure adherence to risk management frameworks and guidelines.

Provide a professional service to Aon’s diverse and ever-growing portfolio of clients by managing pension contributionsInvest clients monthly & weekly pension contribution amounts for over 150 schemes in a timely mannerAllocation & monitoring of company bank account to ensure all monies are allocated to the correct teams in a timely mannerProcessing and authorising all types of pension claims such as AVC’s, ROC’s and retirement settlements and updating casework logs dailyManaging the work queues, prioritising work, and resourcing the work to the most suitable case

Responsible for managing Alpha Wealth’s pipeline of investment businessAssisting financial advisors in the preparation of client recommendation documentsInteract daily with some of Irelands largest investment producers such as Zurich, Blackbee investments and AvivaCommunicate with clients over phone and email keeping them updated on the progress of their investment applications

Worked on a client-based data remediation project in the Deal Advisory department of KPMG. The project was a multi-billion euro undertaking on behalf of an Irish bank, and contributed to the Banks strategic priority to reduce Non-Performing Exposures in line with European norms of 5% by end of 2019Key tasks include data collection and capture, data enrichment support, query management, quality assurance, data management and operational reporting on a loan portfolioWorked proactively with KPMG and AIB teams in all aspects of the data remediation projectManaged a diverse range of assets including residential properties, commercial units, financial assets, and trading businesses (e.g., hotels, pubs, pharmacies)Gained valuable exposure to the inner workings of banking through the gathering of background data of all relevant cases in a portfolio underpinned by investment properties

Gained valuable experience in building industry operationsContributed member of a small crew responsible for framing, finish carpentry & foundationsWork effectively in a team environment and provide support and assistance to others