Compliance and Professional Development Assistant Manager

• Jan 2023 - Present

Assistant Manager Business Development

• Oct 2022 - Present

Assistance Business Development Manager

• Oct 2022 - Jan 2023

Adviser and business support Administrator

• Apr 2021 - Oct 2022

File Manager Mortgage documentation

• Mar 2019 - Apr 2021

Risk controle and contract preparations for Mortgaged Loans including New purchase, Top ups and Refinancing in the New Zealand market. Liaising with internal stakeholders, lenders and solicitors. Assisting with client and solicitor queries. Verifying client and title deed information and complying to AML and Linz standards. Risk controle and contract preparations for Mortgaged Loans including New purchase, Top ups and Refinancing in the New Zealand market. Liaising with internal stakeholders, lenders and solicitors. Assisting with client and solicitor queries. Verifying client and title deed information and complying to AML and Linz standards.

Private Banker- External consultant

• Aug 2017 - Jun 2018

Working as client facing Private Banker. Assisting clients with finance applications. Being first line of credit, analysing financial position and affordability on client profile for multiple lending disciplines including mortgage and asset finance, and limited commercial and personal lending. Ensuring that the risk appetite matches the deal. Structuring and presentation of deals for credit approval, while meeting business rules and regulatory requirements including Basel iii, AML, Fatca, Fica And South African National Credit Act. On boarding new clients and managing the risk and compliance associated with this process. Client relationship management. Meeting targets and key deliverables.

Private Banker Internal Consultant

• May 2016 - Aug 2017

Internal banking consultant. Assisting client base with all day to day retail banking as well as lending applications, management and administration of documents and ad hoc specialty bank services like forex, asset finance, retail treasury and mortgage documentation. Client on boarding, mortgage finance of standard mortgage lending. Meeting AML/CFT and regulatory obligations.In office support to external consultant while delivering exceptional client service.

Private Banker -Internal Consultant

• Jan 2014 - May 2016

Internal banking consultant. Assisting client base with all day to day retail banking as well as lending applications, management and administration of documents and ad hoc specialty bank services like forex, asset finance, retail treasury and mortgage documentation. In office support to external consultant.

Marketing Coordinator

• Feb 2012 - Jan 2013

Marketing activities including news letter, promotions and travel articles. Client liaison Complaints officer Travel bookings Corporate client relationship Marketing activities including news letter, promotions and travel articles. Client liaison Complaints officer Travel bookings Corporate client relationship

Relationship coordinator for head office

• Jan 2011 - Dec 2011

Creation of new CRM projectsNurturing of corporate relationshipContract facilitationFund raising

Project Facilitator

• Aug 2010 - Jan 2011

Fund raisingEvent coordination