Lead relationship banker responsible for looking after a portfolio of 35 commercial clients.With a focus on complex 'mid-market' businesses (c. $5mil - $80mil revenue), I can offer financing strategies and risk solutions including:- Cash flow and working capital solutions- Acquisition/merger funding- International trade and finance- Commercial investment funding - Plant and vehicle financing- Business risk solutions- Investment solutions - Debt structuring

- Lead relationship banker on a portfolio of 40 medium to large enterprise clients. Ranging in sales revenue from $1mil - $10mil. - Key areas of focus; business acquisition, working capital solutions and debt structuring. - Responsibility for the financial performance, both Profit and Balance sheet of the portfolio.- Business development and lead generation for new prospects. - Overview and monitor the ongoing regulatory compliance of the portfolio.- Developing risk profiling and mitigation procedures for individual clients.

- Providing specialised assistance in the Property Finance sector for the North West BNZ Partners Network. - Focusing in originating commercial development projects in the North-West Auckland region. - Commercial Property Investment funding. - Project funding for Commercial Property Development.- Project funding for multi-unit Residential Property Development including subdivisions. - Responsibility for the financial performance of the managed set, both Profit and Balance sheet of the portfolio. - Overviewing and monitoring the ongoing regulatory compliance of the portfolio. - Negotiating terms, price, and structures with clients/prospects. - Developing risk profiling and mitigation procedures for individual clients.

-Provide portfolio management of high value personal/business clients through proactive management - 250+ groups- Growing and maintaining the existing portfolio of business banking clients- Facilitating complex lending requirements and credit submissions- Analysing and determining strategies to assist with financial planning- Monitoring & limiting Bank operational & credit risk

• Settlements; facilitating the lending mortgage process from an operational standpoint. This included ensuring all documentation is satisfactory to ANZ Bank from a legal perspective, transferring large monetary funds and loading of mortgage securities on customer and associated party files • Creating loan documentation e.g. letters of instruction, discharge and any other changes to customer securities• Inbound/outbound calling with customers, solicitors and banking personnel in regards to queries arising for new lending, discharge of mortgages, consents and documentation

• Prospecting, engaging and educating New Zealanders to join or transfer to the Huljich KiwiSaver Scheme • Meeting with prospective clients to illustrate the benefits and advantages of KiwiSaver and the Huljich KiwiSaver Scheme• Outbound calling to leads and potential clients in an attempt to set up meetings