Chau Ritchie
Finance Broker at Loan Market- Claim this Profile
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Vietnamese -
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English -
Topline Score
Bio
Credentials
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Dip. FMBM
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Experience
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Loan Market
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Australia
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Financial Services
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300 - 400 Employee
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Finance Broker
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Nov 2014 - Present
As an experienced finance broker I can guarantee you a great customer service, smooth transaction and the best possible rate. Need assistance with your home loan, business loan or asset finance please drop me a line. As an experienced finance broker I can guarantee you a great customer service, smooth transaction and the best possible rate. Need assistance with your home loan, business loan or asset finance please drop me a line.
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ANZ
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Australia
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Banking
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700 & Above Employee
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Senior Business Banking Manager
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Feb 2007 - Nov 2014
ANZ (2007 – 2014) · Senior Business Banking Manager (2011- 2014) · Managing a customer portfolio of 120 groups with lending FUM of over $50M · Pro-actively working with small business customers to identify their banking requirements and providing them a banking solution including lending, deposit, transactional and insurance. · Assistant Relationship Manager – Business Lending (2007-2011) · Liaising directly with customer, research, monitoring and analyzing customer financial profile and strategies. · Performing financial analysis of customer provided statements, including identification of trends, issues and recommendations of strategy to address. · Identifying key risk factors pertinent to the customer · Developing lending proposals and obtaining agreement/commitments from appropriate departments within the bank and external related parties to ensure a timely / targeted outcome. · Adhering to Group Credit Policies and standards regarding reporting and documentation · Maintaining an understanding of the customer’s industry and associated markets. · Identifying, escalating and documenting new share of wallet opportunities through the provision of ANZ products and services.
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