James Sun

Credit Analyst at Metro Finance
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Contact Information
us****@****om
(386) 825-5501
Location
Sydney, New South Wales, Australia, AU

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Credentials

  • Investment Foundations Certificate
    CFA Institute
    Mar, 2020
    - Nov, 2024
  • Certification in Neuro-Linguistic Programming (NLP)
    International Institute for Complementary Therapists
    Apr, 2015
    - Nov, 2024

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Credit Analyst
      • 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

    • Australia
    • Financial Services
    • 500 - 600 Employee
    • Senior Credit Controller
      • 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

    • Collections Specialist
      • 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

Education

  • University of Technology Sydney
    Bachelor of Commerce - BCom, Business Administration and Management
    2013 - 2019
  • Tafe Victoria
    Certificate IV, Leadership and Management
    2018 - 2019

Community

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