James Sun
Credit Analyst at Metro Finance- Claim this Profile
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Bio
Credentials
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Investment Foundations Certificate
CFA InstituteMar, 2020- Nov, 2024 -
Certification in Neuro-Linguistic Programming (NLP)
International Institute for Complementary TherapistsApr, 2015- Nov, 2024
Experience
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Metro Finance
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Australia
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Financial Services
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1 - 100 Employee
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Credit Analyst
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Feb 2021 - Present
• Financing analysis for Chattel Mortgage, Commercial Hire Purchase & Finance Lease products• Corporations Act, NCCP, PPSA, AML/CTF & Privacy Act Compliant• Lending to SME segment• $200K DLA for new and existing aggregate exposures • Financing analysis for Chattel Mortgage, Commercial Hire Purchase & Finance Lease products• Corporations Act, NCCP, PPSA, AML/CTF & Privacy Act Compliant• Lending to SME segment• $200K DLA for new and existing aggregate exposures
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Toyota Finance Australia
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Australia
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Financial Services
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500 - 600 Employee
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Senior Credit Controller
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Aug 2018 - Jan 2021
• $100K DLA for underwriting distressed debt variations and existing loan refinancing• AML/CTF act, ASIC RG96 & NCCP compliant• Relationship manager to 2 external recoveries partners• Implemented and analysis in 3 process improvement projects• Providing ongoing support to a team size of 16Key Achievement: Coordinating and implementing data transfer flat filing between external business partners with internal Experian Tallyman services
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Collections Specialist
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Mar 2017 - Aug 2018
• Objection resolution while maintaining over 85% QA adherence• Receivables arrangement calculation utilising Excel & Experian CRM• Servicing approximately 50 clients daily in a blended operations environment• Inbound and outbound calls with handling time of under 7 minutesKey Achievement: Consistent >52.1% Kept rate on an average monthly receivables portfolio valued of over $70,000,000
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Education
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University of Technology Sydney
Bachelor of Commerce - BCom, Business Administration and Management -
Tafe Victoria
Certificate IV, Leadership and Management