Client Services Team Leader

• Jul 2022 - Present

Portfolio Administrator

• Jun 2018 - Present

Assistant Manager

• Apr 2007 - Feb 2016

Managing a team of 6 Operations Officers and Executives, providing loan administration services to our internal and external customers, ensuring high levels of customer service and quality are maintained and that risk is kept to a minimum. Managing all aspects of performance including performance reviews, objective setting, coaching and progression planning. Managing the integration of the Central AML Unit onto team whilst ensuring all AML/CDD reviews continue to be completed in line with policies and procedures. Responsible for management and identification of risk within the team. Reviewing and implementing policies and procedures to mitigate risk and create efficiencies. Quality checking and sign off of Offer Letter implementation, disbursements and amendments ensuring all controls have been followed. Daily capacity planning, preparation and analysis of Weekly MI Reports.

Assistant Portfolio Manager

• Oct 2005 - Apr 2007

Managed the divisions commercial loan portfolio. Prepared credit reports for facility amendments of loans, FX lines and ITS facilities. Completed annual client reviews in accordance with Credit Risk Management guidelines. Produced MI reports for provisions forum, arrears levels, watch list and exposures under €1m. Monitored and updated financial covenants. Reviewed offers and commitments.

Operations Banking Services Executive

• Sep 2004 - Oct 2005

Administration of end to end loan implementation of Corporate and Commercial loan facilities, including syndicated loans. Arrears management. Authorising loan disbursements and amendments in the absence of the Team Leader. Provided training to colleagues in all aspects of the role. Assisted with performance management. MI reporting.

Operations Banking Services Officer

• Apr 2003 - Sep 2004

Provided high quality banking operations support to 3 commercial relationship managers. Produced offer letters in line with credit approval. Set up of new clients and new facilities. Prepared documentation for disbursements ensuring all pre conditions and timeframes were met. Monitored arrears.

Various Roles

• Sep 1988 - Mar 2003