Shane Gray Qfa Email & Phone Number

• Manage the Finance and Resource team for the IRB Programme to ensure the Board approved plan is managed within the approved Investment Plan. • Putting plans, procedures, and processes in place so all key regulatory deadlines are met while allowing the team to operate a proactive approach. • Completing monthly financial submissions and quarterly CCD submissions to ensure sufficient funds are approved each quarter to cover the resource and non-resource costs for the Programme… Show more • Manage the Finance and Resource team for the IRB Programme to ensure the Board approved plan is managed within the approved Investment Plan. • Putting plans, procedures, and processes in place so all key regulatory deadlines are met while allowing the team to operate a proactive approach. • Completing monthly financial submissions and quarterly CCD submissions to ensure sufficient funds are approved each quarter to cover the resource and non-resource costs for the Programme. Managing regular financial activities such as Invoicing, AUCs (Asset’s under Construction), Accruals and Timesheets.• Managing relationships with SMT from all different Workstreams and Business areas involved in the IRB Programme to ensure the forecast for all resources on the Programme are correct while challenging them on all costs landing to the Programme.• Working as part of the Central PMO team to sufficiently plan and forecast for the upcoming year which involved extensive engagement with all Workstream and Business areas within the IRB Programme. Show less

Dublin, Leinster, Ireland

• Using a delegated credit authority within the business unit to ensure appropriate credit strategies are recommended and approved, within a discretion of €1.5 million exposure and 100k compromises, while dealing effectively with complex issues demonstrating sound commercial judgement. • Worked on a vulnerable customer team dedicated to managing a specific cohort of vulnerable customers. A Quorum member of the Vulnerable Customer Forum where the purpose is to review each case taking… Show more • Using a delegated credit authority within the business unit to ensure appropriate credit strategies are recommended and approved, within a discretion of €1.5 million exposure and 100k compromises, while dealing effectively with complex issues demonstrating sound commercial judgement. • Worked on a vulnerable customer team dedicated to managing a specific cohort of vulnerable customers. A Quorum member of the Vulnerable Customer Forum where the purpose is to review each case taking specific circumstances into account and creating policies and procedures to manage these cases going forward. • Managing a team of cases managers to ensure the Resolutions SLA metric is achieved on a weekly basis, while providing customers with the highest standard of customer service. Completing line management QA and 1 to 1’s in a timely manner. Having detailed discussions with each member on my team focusing on their performance for the month recognising a job well done and focusing on areas for improvement where required. Show less

Airside Business Park

• Monitoring and managing service levels on a daily basis in conjunction with the sales support team to ensure business and customer needs are met.• Ongoing support to my team leader in leading and managing my team to deliver results.• I have devised individual coaching plans for my team and delivered required one to one coaching ensuring optimum performance.• I complete monthly call evaluations for my colleagues and provide regular feedback to encourage development in their CRM… Show more • Monitoring and managing service levels on a daily basis in conjunction with the sales support team to ensure business and customer needs are met.• Ongoing support to my team leader in leading and managing my team to deliver results.• I have devised individual coaching plans for my team and delivered required one to one coaching ensuring optimum performance.• I complete monthly call evaluations for my colleagues and provide regular feedback to encourage development in their CRM skills and improve their performance.• Assisting staff on the floor in relation to any complex lending or mortgage issues and taking over difficult calls when needed to resolve issues as promptly and professionally as possible.• Chairing team-meetings and managing the team on a day-to-day basis in the absence of my team leader while constantly briefing my team on a number of policy changes and updates. Show less

Direct Sales, Airside Business Park

My role consisted of customer service outbound and inbound calls for personal lending and saving applications along with dealing with requests and enquiries from customers. This composed of improving our interaction with customers, proper profiling of customers’ potential needs and acting on value added opportunities relevant to each customer, updating demographics, performing product suitability tests and complaint resolution. The role was target driven and regularly evaluated for performance… Show more My role consisted of customer service outbound and inbound calls for personal lending and saving applications along with dealing with requests and enquiries from customers. This composed of improving our interaction with customers, proper profiling of customers’ potential needs and acting on value added opportunities relevant to each customer, updating demographics, performing product suitability tests and complaint resolution. The role was target driven and regularly evaluated for performance and compliance reasons. The role was to be completed to a high standard and in a timely and efficient manner. Show less

Institute Of Bankers

Fully Qualified Financial Advisor (QFA).

Postgraduate Diploma In Finance, Finance, General, Level 9, 2.1

Subjects: Corporate Finance, Economics, Macroeconomics and International Finance, Derivatives, Financial Econometrics, Mathematics.

Bachelor Of Applied Science (Basc), Sports And Exercise Management, Level 8, 2.1