William Pass Email & Phone Number

Perth, Western Australia, Australia

- Complete all budgeting and forecasting requirements - Preparation of all financial reports for management- Managing Debtor and creditor accounts as well as overseeing the payroll function- Handling of all international and local purchasing activities- Oversee the entire equipment hire process including pricing quotations, scaffold plan design and quantities, and liaising with clients and sub-contractors throughout the building process- Managing all scaffold yard as well as… Show more - Complete all budgeting and forecasting requirements - Preparation of all financial reports for management- Managing Debtor and creditor accounts as well as overseeing the payroll function- Handling of all international and local purchasing activities- Oversee the entire equipment hire process including pricing quotations, scaffold plan design and quantities, and liaising with clients and sub-contractors throughout the building process- Managing all scaffold yard as well as all employee activities Show less

• Oversee the entire business lending process and ensuring that the process, from the initial client meeting through to the loan drawdown, was conducted efficiently and professionally- Used detailed financial and industry analysis to conduct a thorough initial financial assessment as well as ongoing periodic reviews of all customer financing requirements and positions and ensured they represented minimal risk to the bank and the best available product for the customer- Took a proactive… Show more • Oversee the entire business lending process and ensuring that the process, from the initial client meeting through to the loan drawdown, was conducted efficiently and professionally- Used detailed financial and industry analysis to conduct a thorough initial financial assessment as well as ongoing periodic reviews of all customer financing requirements and positions and ensured they represented minimal risk to the bank and the best available product for the customer- Took a proactive approach to customer service through regular contact with the customer and close monitoring of customer accounts to identify potential problems before they arose and also to identify opportunities to cross-sell other banking products- Assisted clients with day to day banking transactions and suggested strategies that would benefit the client both in efficiency as well as financially - Ensured that all legislative, consumer credit and operational compliance matters were strictly adhered to Show less