Shawn Goder Email & Phone Number

Support Senior Relationship Manager (SRM) to deliver high quality deal origination and relationship management across the portfolio through the following activities;• Conduct joint customer visits with the SRM and engage clients directly as required by SRM.• Contribute to the identification of customer needs and make recommendations on solutions and cross selling opportunities• Complete credit analysis of new lending and build credit proposals (credit analysis, risk assessment… Show more Support Senior Relationship Manager (SRM) to deliver high quality deal origination and relationship management across the portfolio through the following activities;• Conduct joint customer visits with the SRM and engage clients directly as required by SRM.• Contribute to the identification of customer needs and make recommendations on solutions and cross selling opportunities• Complete credit analysis of new lending and build credit proposals (credit analysis, risk assessment and sponsorship memo)• Submission of completed proposals to credit • Build/update credit proposals for new and increased lending deals• Work with portfolio team to maintain customers existing facilities and security across portfolio• Maintain Periodic Risk Review diary & create PRR deals as required• Complete Credit Analysis and Risk Assessment for all PRR’s (prior to customer visit)• Action any expired facilities across the portfolio• Develop & maintain effective relationships with internal and external business partners • Act as a coach to other team members regarding financial analysis and deal origination.• SRM relief managing the entire portfolio, attending to all customer enquiries and management of Customer Manager. (Assistant to SRM)• Actively offer customers appropriate products/packages, transactional options and specialist advice to meet their total financial needs • Build strong, effective working relationships within the immediate team, and across other teams within Westpac• Share knowledge, ideas and information with team members and work constructively to deliver a superior customer service Show less

• Handle all incoming business customer enquiries via email, fax and telephone• Prepare credit submissions for new & existing customers, including cash flow analysis and risk management, for complex company structures• Balance cost conveyancing accounts for all legal, application and stamping fee’s and charges• Administration for all stamping and registration, document preparation, new/existing applications, telegraphic transfers, balance transfers, account closure, credit… Show more • Handle all incoming business customer enquiries via email, fax and telephone• Prepare credit submissions for new & existing customers, including cash flow analysis and risk management, for complex company structures• Balance cost conveyancing accounts for all legal, application and stamping fee’s and charges• Administration for all stamping and registration, document preparation, new/existing applications, telegraphic transfers, balance transfers, account closure, credit cards, Asset finance (leasing & equipment loans), merchant facilities, bank guarantee’s, bill facilities, fixed rate loans, term deposits, bank cheques, internet/telephone banking, and all other miscellaneous business enquiries• Account management on existing client facilities, whereby you’re responsible to ensure accounts are up to date and not overdrawn• Assist new members with training & development• Assist fellow team members with excess work load• Cross sell any new opportunities within the existing portfolio• Assist with programs to improve policies and procedures within the department• Development business within existing client base• Attend customer meetings where need be Show less