Experience

BOQ Specialist

• Australia
• Financial Services
• 100 - 200 Employee

• Senior Commercial Lending Operations Officer

  • Oct 2019 - Present

  As a Lending Operations officer, my duties include preparation of loan documents, data entry, settlements, payment of contracts and ensuring all contracts meet company policy requirements and approval conditions prior to funding. My responsibilities also include lodgement of relevant security in the Personal Property Securities Register (PPSR) and liaising with other back office teams to action any variations to existing contracts. As a Lending Operations officer, my duties include preparation of loan documents, data entry, settlements, payment of contracts and ensuring all contracts meet company policy requirements and approval conditions prior to funding. My responsibilities also include lodgement of relevant security in the Personal Property Securities Register (PPSR) and liaising with other back office teams to action any variations to existing contracts.



BOQ Specialist

• Australia
• Financial Services
• 100 - 200 Employee

• Commercial Lending Operations Team Leader

  • Mar 2013 - Nov 2018

  As a Lending Operations team leader, my responsibilities include quality control of all documents and settlements performed by members of the team to ensure no errors have been made and managing workflow and delegating ticket requests to team members to ensure all submissions are completed in a timely and efficient manner. As a leader, I am nominated as an escalation point wherever issues arise and am solutions driven in order to provide our clients with a smooth and stress free borrowing experience.



Trans Tasman Commercialisation Fund

• Australia
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Investment Analyst

  • Jan 2012 - Mar 2013

  As an Investment Analyst, I am responsible for assisting in investment analysis and due diligence on all aspects that in-part form investment recommendations of the Investment Manager and sourcing new opportunities from member universities. I am involved in all stages of the investment process (from PIP to investment). This includes but is not limited to building professional investment proposals and presentations for review with the Investment Manager. As an Investment Analyst, I am responsible for assisting in investment analysis and due diligence on all aspects that in-part form investment recommendations of the Investment Manager and sourcing new opportunities from member universities. I am involved in all stages of the investment process (from PIP to investment). This includes but is not limited to building professional investment proposals and presentations for review with the Investment Manager.