Experience

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  Euler Hermes

  • Insurance
  • 700 & Above Employee

  • Senior Credit Analyst

    • May 2019 - Present

  • Credit Analyst

    • Jan 2012 - Present

    Euler Hermes is the world’s leading credit insurer with over 100 years of history and experience. More than 6,000 employees in over 50 countries assist companies of all sizes and in every industry sector to develop and support their business safely at home and abroad, to navigate the changing economic environment and successfully manage their trade receivables.AA- financial rating company which offers a wide range of trade receivables protection tools and credit management solutions - credit insurance, debt collection, bonding and guarantees. Specific multinational company needs are served by the Euler Hermes World Agency. In excess of 20 experience, in both banking & insurance. Based in Melbourne, I am responsible, at a national level in assessing any potential or associated risk on our policy holders' buyers.My responsibilities include: ➢ Proactively manage portfolio of buyers ➢ Searches and gathers appropriate level of information to assess buyers for an underwriting decision ➢ Financially assess buyers’ financial accounts according to defined targets➢ Represent Euler Hermes locally at buyer visits ➢ Keeping up to date with the market and assess risk accordingly ➢ Continuously researches in order to update external market knowledge and the local economic environment

• 

  Allianz Australia Limited

  • Melbourne, Australia

  • Financial Analyst and Account Manager Financial Institutions, Retail Distribution

    • 2003 - 2012
    • Melbourne, Australia

    ➢ To assist with the run off of Dexta Home Builders Warranty Insurance Scheme on behalf of Allianz Australia previously managed by Dexta Insurance Ltd on behalf of Allianz Australia, Suncorp (as the previous Insurer) and Swiss Re as lead insurer for the panel of Insurers➢ Investigate breaches of Home Building Acts within the various states of Australia, develop strategies for resolution and demonstrate a high level of service to Government Bodies (Office of Fair Trading an Building Commission mainly) within the States ➢ Assist Senior Claims Technicians to make decisions based on underwriting issues and CTTT Hearings in order to maintain practices and procedures➢ The role included the financial assessment of requests for early release of security documents, including Bank guarantees and deeds of indemnity in line with the underwriting guidelines ➢ The position ensured a high level of support to the Manager of Builders Warranty applying strong financial and analytical skills in order to make appropriate recommendations to the re insurer➢ Relationship managing. Responsible for managing Police Credit and Victoria Teachers Credit Union accounts, key clients for Allianz Australia Insurance.➢Maintain and delivering sales performance / budget reports

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  Dexta Corporation

  • Melbourne, Australia

  • Underwriter, Builders Warranty

    • 2001 - 2003
    • Melbourne, Australia

    ➢ The role dealt with clients and/or through Insurance Brokers. My major client was Jardine Lloyd Thompson (NSW) . Relationship risk management responsibilities were key drivers of this role. Underwriting Authority of $5m was held

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  ANZ

  • Senior Relationship Manager's Assistant & Lending Manager

    • 1985 - 1997

    ➢ Lending Manager, managing and monitoring a portfolio of accounts of small business in nature with an approval discretion➢ Develop & manage long term relationships with customers and provide efficient and courteous service to customers➢ Assist Line Manager to implement a calling program as part of account management plans to identify business development opportunities and ensure agreed service levels are met ➢ Meet sales targets by focusing on the retention an growth of our portfolio ➢ Preparation of credit proposals for existing and new customers, which included extraction and financial analysis of companies ➢ Conduct customer interviews and make appropriate recommendations to both Relationship Manager & District Manager➢ Successfully market the Bank’s products and retain product knowledge➢ Underwriting home & contents insurance➢ Completion of housekeeping & Audit requirements to comply with Group Credit Policy & Credit Risk review➢ Account management – collection, investigation & problem solving➢ Provide financial advise and plans to existing and potential customers➢ Assessed applications at Head Office in Credit Approval Department