Tamara Macpherson Email & Phone Number

Melbourne, Victoria, Australia

• Proactively seek New to Bank and New to Product trade and invoice finance opportunities via review of existing region portfolio and leveraging networks.
• Work collaboratively with Commercial Bank regions by preparing detailed risk and financial analysis to on-board customers seeking Trade and Invoice Finance facilities as part of their suite of banking products. Target market segment $3M-$100M turnover
• Develop and maintain strong customer relationships via management of portfolio of customers
• Undertake review and variations of existing Trade and Invoice Finance facilities
• Manage approved loan files through the Trade and Invoice Finance settlement process ensuring all loan conditions were fulfilled
• Assist in the co-ordination of relevant Trade and Invoice Finance loan documents and settlements
• Oversee portfolio maintenance of the trade and invoice finance book

Key Achievements
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* Wrote, collated and distributed "Tips and Hints" guide for bankers to successfully navigate the Trade and Invoice finance products through the Bank's systems
* Prepared and ran training sessions for Commercial Bank region for trade and invoice finance products
* Project team member for national credit assurance project for Trade and Invoice Finance products
* Multiple nominations for quarterly and half yearly Service Excellence Awards in categories Helpful, Simplify, Performing, and Leading Change
*Won Trade and Invoice Finance End of Year award for Victoria Dec 2020 (as nominated by colleagues)
*Won Q3 (Mar-June 2021) Spirit of Excellence (awarded July 2021)
*Won Trade and Invoice Finance End of Year award for Victoria Dec 2021 (as nominated by colleagues)

Melbourne

Assist in smooth transition of Westminster National Pty Ltd clients to All Access Finance (note: Westminster National Pty Ltd Victorian business transferred to local Victorian business All Access Finance) Manage customer relationship from initial contact with broker throughout loan process, settlement and post-settlement

Melbourne

Assist in establishment and run the start-up East Coast office of this Western Australian based firm

Melbourne, Australia

Manage the operations of the Victorian Property Finance division including maintaining asset quality of loan funding and portfolios, preparation of monthly data reporting, development of division business plan, analytical support to State Manager Property Finance, monitor expenses to budget for business unit, implement and oversee processes and procedures and continuously improve same

Key Achievements
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• Compiled Operations Manager Procedures Manual for national use
• Reviewed and re-wrote monthly reporting procedures to ensure consistency and accuracy across
the states
• Successfully undertook this senior role in a job-share arrangement

Brisbane, Australia

Assist to manage operations of the Queensland Property Finance division

Brisbane, Australia

Research and document Procedures Manual for Property Finance division nationally. Preparation and presentation of two day training course for Property Investment Loans Officers

Brisbane, Australia

Support Business Development Manager by preparing detailed risk and financial analysis. Assist in managing portfolio including reviews, matured loan facilities and expiring interest rates. Manage approved loans through settlement process. Liaise with external panel consultants.

Certificate Iv - Bookkeeping, Accounting Technology/Technician And Bookkeeping

Rg146 Tier Two Financial Advice Accreditation, Finance, General

Omega Certificate In Business Lending, Finance, General

Omega Certificate Of Understanding Business Cashflow, Finance, General